Client Administration Analyst

Posted 4 Days Ago
Be an Early Applicant
Bogotá, Bogotá, D.C., COL
In-Office
Junior
Fintech • Financial Services
The Role
The Client Administration Analyst is responsible for managing investor data, ensuring accuracy in data entry, and facilitating client onboarding and report communications.
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.

This position is primarily responsible for the timely entry and management of investor data, the preciseness of which directly impacts the execution of critical information and communications to our clients. Under limited supervision, this role will handle client information and will is a key contributor to Client Onboarding, Client Reporting and Client Service interactions.

The ideal candidate is someone who is:
  • Committed to high-quality, accurate data entry

  • Team-Oriented

  • Excels in fast-paced and deadline driven environment

  • Communicates honestly and openly

  • Demonstrates bias for action
     

What you will do:

  • Build and maintain investor data in record keeping system

  • Distribute critical communication to client contacts related to cash flow, amendments, extensions or legal notices

  • Provide data stewardship, data entry and user acceptance testing for firm initiatives and projects
     

What you bring:
  • Critical Thinking

  • Strong attention to detail

  • Organizational skills

  • Adept at working independently and as a part of a team

  • Ability to effectively navigate databases and Customer Relationship management systems

  • Skilled in Microsoft office

  • Full Professional proficiency in English (Resume must be submitted in English

  • Financial experience preferred

  • Private equity experience a plus
     

Education Preferred
  • Bachelor of Arts (B.A) or equivalent experience

  • Bachelor of Science (B.S) or equivalent experience
     

Experience

  • 0-2 Years experience in data entry, quality control or client experience preferred (Analyst level)
     

#LI-Hybrid

Skills Required

  • 0-2 Years experience in data entry, quality control or client experience preferred
  • Full Professional proficiency in English
  • Ability to effectively navigate databases and Customer Relationship Management systems
  • Strong attention to detail
  • Organizational skills
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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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