Data Analyst, Operational Due Diligence

Posted 12 Days Ago
Boston, MA
1-3 Years Experience
Fintech • Financial Services
The Role
Seeking an Associate to join the Boston team at HarbourVest to conduct Operational Due Diligence reviews of external investment managers. Responsibilities include coordinating ODD calls, conducting due diligence reviews, assessing infrastructure and compliance processes, staying updated on market developments, and collaborating with internal and external teams.
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 the drive to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add talented 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 maximizes 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.

We are hiring a newly created role and are seeking an Analyst to join our Boston team. This person will report to the Director, ODD (Boston) and will be responsible for the integrity and management of operational diligence data across our operational due diligence and vendor management teams. These teams perform diligence on global investment managers and vendors, working very closely with our investment and operational teams across the firm. This role will be as key contributor on how we apply technology, develop consistent data, and improve reporting.

The ideal candidate is someone who is/has:

  • Exhibits good work ethic as well as professionalism.
  • Ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
  • Self-motivated with demonstrable ability to multitask and handle multiple deadlines in a fast-paced environment.
  • Ability to think and work both independently and collaboratively as part of a team and raise issues where appropriate.
  • Strong organization, time management and project management skills.
  • Advanced Excel skills with the ability to develop and analyze large data sets.

What you will do:

  • Ensure data integrity by performing regular audits, maintaining relevant documentation, and educating end-user
  • Partner with IT and business leads to support data enhancement initiatives for firm level projects as well as team enhancement initiative
  • Triage business request and assist IT in sprint planning and prioritization.
  • Collaborate with external service providers’ technology teams as necessary.
  • Partner with IT Project leads and system owners to review system upgrades and releases.
  • Review existing business processes, policies and procedures, and propose solutions for process improvement and increased efficiency.
  • Work with the business and technology teams on systems enhancements and user acceptance testing.
  • Deliver meaningful metrics, trends, and analytical insights using operational diligence system tools, reports, dashboards, discovery boards, and worksheets and own the improvement of current reporting and analytic.
  • Assist senior management with projects as needed.

What you bring:

  • Demonstrated experience working with CRM systems and using database query and reporting tools (e.g. Power BI, SQL) and interested in expanding knowledge in this space.
  • Excellent written and verbal communication skills, being able to communicate effectively with all levels of management both internally and externally.
  • Superior organizational and time management skills with the ability to prioritize and multi-task.
  • Strong analytical and critical thinking skills.
  • Ability to interact across departments and establish relationships in order to source requisite information and documentary evidence.
  • Positive team-oriented demeanor.

Education

  • Bachelor’s Degree (or equivalent) in business, accounting, technology or related field.

Experience:

  • Minimum 2 years’ experience, preferably in a financial services environment.

#LI-Hybrid

Top Skills

Excel
The Company
HQ: Boston, MA
904 Employees
On-site Workplace
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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