BIP Ventures Benefits Overview

Supports product backlog management, writes user stories and release notes, manages Jira Service Desk requests, participates in Agile ceremonies, performs QA and acceptance testing, and delivers small-to-medium features. The role coordinates with engineering and business stakeholders, manages third-party system requirements, gathers feedback, creates documentation, and helps identify AI workflow solutions within a wealth management technology environment.

Entry-level Client Success Analyst supporting fund operations and investor relations. Responsibilities include capital call tracking, subscription document review, reconciliations, account maintenance, Level 1 investor inquiries, entity creation support, custodian onboarding, and process improvement initiatives. Work closely with senior team members and learn fund platforms and workflows to progressively own investor transactions and routine inquiries.

Support product development across internal CRM and fund/investor/advisor platforms. Maintain and prioritize backlog, write user stories and release notes, triage Jira Service Desk, perform QA, participate in sprints, manage multi-system requirements, gather stakeholder feedback, and support documentation and small-to-medium feature delivery.