Analyst, Client Onboarding

Reposted 14 Days Ago
Be an Early Applicant
Dublin
In-Office
Junior
Fintech • Financial Services
The Role
The Client Onboarding Analyst supports fund closing processes, collaborating with various teams and ensuring efficient client experiences.
Summary Generated by Built In

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. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.

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:

  • 2+ years’ experience in financial services preferably in private equity

#LI-Hybrid

Top Skills

Microsoft Office Suite
Salesforce
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The Company
HQ: Boston, MA
904 Employees
Year Founded: 1982

What We Do

HarbourVest is an independent, global private markets firm with 40 years of experience and more than $92 billion assets under management as of December 31, 2021. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit.

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