
Analyst, Client Onboarding
1 day ago
Job Description Summary
For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.
In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.
We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.
HarbourVest is an equal opportunity employer.
This position will be a hybrid work arrangement, which translates to 2-3 days minimum per week in the office.
HarbourVest is seeking a Client Onboarding Analyst to assist with the fund closing processes by coordinating individual efforts across the firm. This person will work with many cross functional teams such as investor relations, investment staff, legal, compliance, tax, treasury, accounting, custom solutions, and marketing to bring all parties together to build an optimal and efficient process and overall client experience.
The ideal candidate is someone who has:
Proven track record to prioritize multiple and often challenging priorities, strive to decisions, and deliver results consistently
Excellent communication skills, both written and verbal
Strong work ethic; genuine passion for excellence and constant improvement
Excellent client service orientation
Strong problem-solving and analytical skills
Ability to work across multiple teams and different levels of seniority and willingness to work independently as well as part of a team
Experience with the full Microsoft suite, and proficiency with Salesforce is a plus
Private market knowledge (highly preferred)
What you will do:
Support activities associated with closing clients into HarbourVest's various commingled fund strategies, working closely with investments, sales, marketing, compliance, legal / regulatory, tax, accounting, and custom solutions
Work closely with the Client Onboarding team members to complete the processes according to planned timelines and manage priorities across different stakeholders
Develop working relationships with internal and external partners to keep informed about all upcoming activity by clarifying current statuses, expectations, monitoring risks, and ensuring engagement as schedules change
And other responsibilities as required
Education Preferred
Bachelor of Arts or Science (BS/BA) or equivalent experience
Experience
1-3 years' experience in financial services preferably in private equity
#LI-Hybrid
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