Analyst, Investor Services

Analyst, Investor Services

General Atlantic is a leading global investor with more than four and a half decades of experience providing capital and strategic support for over 830 companies throughout its history. Established in 1980, General Atlantic continues to be a dedicated partner to visionary founders and investors seeking to build dynamic businesses and create long-term value. Guided by the conviction that entrepreneurs can be incredible agents of transformational change, the firm combines a collaborative global approach, sector-specific expertise, a long-term investment horizon, and a deep understanding of growth drivers to partner with and scale innovative businesses around the world. The firm leverages its patient capital, operational expertise, and global platform to support a diversified investment platform spanning Growth Equity, Credit, Climate, and Sustainable Infrastructure strategies. General Atlantic manages approximately $114 billion in assets under management, inclusive of all strategies, as of June 30, 2025.

General Atlantic is looking to hire an Analyst to join the Investor Services Team in our Stamford, CT office to help deliver a best-in-class Limited Partner ("LP") onboarding experience. Sitting within the global Finance team, this role will support the execution of end-to-end LP onboarding through relevant firm platforms, keeping referential investor and fund data synchronized across onboarding and CRM systems and governed in master data management systems, and partner closely with Legal, Compliance, Tax, Treasury, and Fundraising to ensure accurate, timely, and policy-compliant onboarding artifacts. The Analyst will serve as a key liaison across internal stakeholders and external partners to ensure a seamless, accurate, and compliant onboarding experience for investors, with clear accountability for data integrity, process execution, and communication quality. This is a highly visible, hands-on role : the Analyst will own defined onboarding tasks, surface issues quickly, and maintain impeccable records and controls, consistent with firm expectations for scope, complexity, and stakeholder engagement.

Responsibilities

• Execute LP onboarding across the full suite of GA products : set up workflows, monitor status, validate executed subscription agreements, and ensure completion of required tasks (e.g., document collection, e-signatures, approvals)
• Act as data steward for referential investor and fund data, ensuring adherence to naming conventions, validation rules, and governance standards, and maintaining synchronization across downstream systems and the data lake
• Coordinate with internal stakeholders and external counsel and administrators on the collection and validation of KYC / AML, FATCA / CRS, and US tax forms (W-8 / W-9) to ensure onboarding packages meet internal policy standards before and following fund closings
• Track and process transfers of interest, name changes, and documentation updates; ensure downstream systems and reporting reflect changes
• Follow and continuously refine SOPs, checklists, and data-quality controls (e.g., dual review for critical fields, exception logs, and reconciliation reports)
• Prepare and maintain onboarding status reports for internal stakeholders to monitor progress and metrics
• Manage data, documents and referential management activity with a keen eye on quality, confidentiality, accepted nomenclature logic and version control
• Respond to LP and internal inquiries graciously and professionally, consistent with servicing standards used in team communications
• Contribute to system enhancement discussions and user acceptance testing for new workflows or automation tools that improve onboarding efficiency
• Support the Investor Services team broadly with other daily work and special projects as needed

Qualifications

GA Value

General Atlantic offers a robust reward program to all employees that will support you and your family, maintaining fulfilling, secure and healthy lives now and into the future, which includes but is not limited to medical insurance, retirement savings contributions, mental and physical health resources and an equal pay program that allows you to earn a base salary of $75,000 $120,000, of which the exact amount offered will be driven by the degree to which you meet role requirements, additional special skills and experience. Additional reward programs, such as annual discretionary bonuses and long-term incentive programs, are available for eligible employees and are offered as recognition for performance and one's contributions towards the organization's success.

General Atlantic is an equal opportunity employer and does not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

By completing this application, you are consenting to General Atlantic's processing and use of your personal data. Information on how General Atlantic will use and process your data can be found here.