Associate, Client Reporting

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 3 days minimum per week in the office.

HarbourVest is seeking an Associate to join our new Wealth Client Reporting team. This is an exciting opportunity for an individual to join a dynamic and fast-growing part of HarbourVest.

Wealth Client Reporting Associates are encouraged to be subject matter authorities and develop detailed evergreen product and private wealth knowledge.

Responsibilities include being accountable for all aspects of our clients’ reporting experience, including the creation, production, and ongoing management of fund reports and factsheets. Assisting with additional projects as needed.

The Wealth Client Reporting team will partner closely with Account Managers, Client Service, Wealth Product Marketing and Communications and with other functional teams to support content production.

• Brings hands-on experience with Seismic software including an understanding of content library and workflow management.
• Keen curiosity about investment products with client reporting experience within financial services, particularly investment management, data visualization, and/or content management.
• Self-motivated with proven ability to show initiative and come up with ideas without prompting.
• Comfort with marketing communication practices and relationship management.
• Ability to lead change and improve business processes.

• Lead 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 see 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; adopt a culture of perfection, innovation, communication, and accountability, where all members of the team are motivated to go above and beyond.
• And other responsibilities as required

• Proficiency in Microsoft Office, including intermediate level Excel skills (Pivot Tables, VLOOKUP’s, etc.) and a strong interest in and skills for learning new applications.
• Strong PowerPoint skills with an interest in creative thinking.
• Excellent written and verbal communication skills.

• BS/BA degree or equivalent

• 3-5 Years of financial services, client reporting or equivalent experience preferred.

#LI-Hybrid