Client Service Analyst (Alternative Investments)

Location: New York, NY | Type: Permanent (Contingency)

About the Role

Atlantic Group is hiring a Client Service Analyst (Alternative Investments) in New York, NY for our client. In this hybrid role, you will manage client inquiries, prepare DDQs and marketing materials, support business development activity, and coordinate information across internal teams. Ideal for early-career financial services professionals seeking exposure to hedge fund and private equity strategies.

Responsibilities

• Act as a primary contact for investor inquiries, follow-up requests, and ongoing service needs.
• Assist with prospect research, pipeline tracking, meeting preparation, and distribution efforts.
• Update and produce DDQs, pitchbooks, fact sheets, website content, and other client-facing materials.
• Work with investment, operations, legal, compliance, and marketing teams to gather information and prepare deliverables.
• Maintain CRM records, support reporting workflows, and help distribute investor communications and performance updates.

Requirements

• Bachelor’s degree in Finance, Economics, Business, or a related field required.
• 1-3 years in financial services, preferably with exposure to hedge funds, private equity, or other alternative investment firms.
• Proficient in Excel, PowerPoint, and CRM or investor-relations systems; familiarity with performance reporting or portfolio analytics preferred.
• Understanding of alternative investment structures, fund marketing materials, investor due diligence processes, and capital-raising workflows.

Skills & Attributes

• Detail-oriented professional with excellent communication skills.
• Strong relationship-building abilities.
• Capacity to manage multiple priorities in a fast-paced environment.

Pay

$85,000 – $115,000/year + bonus

Schedule

Monday to Friday (Hybrid)