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.
The Wealth Client Reporting Team is accountable for all aspects of our clients’ reporting experience, including the creation, production, and ongoing management of fund reports and factsheets.
Role Responsibilities
Manage and ensure timely and accurate distribution of all deliverables, proactively communicating potential delays to internal partners.
Produce and distribute external-facing content while coordinating and collaborating cross-functionally.
Understand the risk environment within the department – promote risk awareness, assessment, and control.
Stay current with industry practices on marketing communications and client reporting to provide a best-in-class product for our clients.
Constantly evaluate systems, processes, and procedures for inefficiencies and make recommendations for improvement. Coordinate with team members to identify opportunities to enhance the fund reporting and content production process and final products.
Exceptional project management skills, including ability to handle multiple priorities and adhere to deadlines.
Actively participate in new software implementation to support the client experience.
Inspire colleagues and self to engage and excel in work and career; embrace a culture of excellence, innovation, communication, and accountability, where all members of the team are motivated to go above and beyond.
Qualifications:
BS/BA or equivalent in business, finance, accounting, economics, or related field.
Brings hands-on experience with Seismic software including an understanding of content library, workflow management and content automation such as template building, slide sharing, etc.
Live Docs experience required. Ability to manage dynamic templates and LiveDocs for scalable content personalization.
Manage common content in a centralized library with the ability to push those updates to all LiveDoc materials where the shared content is referenced.
Keen interest in investment products with 3 to 5+ years client reporting within financial services, particularly investment management, data visualization, and/or content management.
Proficiency in Microsoft Office, including intermediate level Excel skills (Pivot Tables, vLookups, etc.) and a strong interest in and aptitude for learning new applications.
Self-motivated with demonstrated ability to show initiative and come up with ideas without prompting.
Strong PowerPoint skills with a knack for creative thinking.
Comfort with marketing communication practices and relationship management.
Ability to manage change and improve business processes.
Excellent written and verbal communication skills.
Education Preferred
BS/BA degree or equivalent
Experience
3-5 Years of financial services, client reporting or equivalent experience preferred.
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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.
