Senior Associate, Investor and Client Data

HarbourVest Partners • Boston, MA

72d • Hybrid

About The Position

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. Do you want to play a crucial part in improving data at a top private equity firm? As a Senior Business Analyst at HarbourVest, you will craft & execute strategies to improve investor & client data towards helping HarbourVest be more efficient, deliver a better client experience, and reduce risk. The Senior Business Analyst, Investor & Client Data will work closely with multiple internal & external teams - Investor Relations & Commercial Operations, Wealth Strategy & Distribution, Marketing, Client Services & Administration, Regulatory & Compliance, IT, external fund administrators, and data & technology vendors - to develop a sustainable & scalable data model meets the needs of those businesses. We are seeking an analytical, interpersonal, and growth-minded individual who is passionate about delivering data & technology solutions for a global private equity firm.

Requirements

• Demonstrated proficiency in crafting and integrating data models, tools, and technologies specific to financial services.
• Proficient in CRM systems (Salesforce), data modeling, and architecture.
• Experienced in developing data governance frameworks.
• Proficient in data analysis and consolidating data from various systems.
• Coordinated, strategic, and passionate about data solutions.
• Knowledgeable about private equity operations, data, and tools (eFront).
• Able to work collaboratively with a variety of teams and external collaborators.

Nice To Haves

• Experience in automating data input, analysis processes, and reporting.
• Familiarity with data visualization tools such as Salesforce, Power BI, or Tableau.
• Strong quantitative, analytical, and problem-solving skills.
• Outstanding ability to maintain order and focus on details.
• Proficiency in conveying information accurately through written and verbal means.
• A great teammate with the ability to collaborate across departments.
• Proficiency in financial services, particularly private equity and wealth distribution, is greatly valued.

Responsibilities

• Formulate and apply an Investor & Client data model to align with business objectives.
• Guarantee the precision, thoroughness, and uniformity of data across various systems.
• Coordinate data collection, maintenance, and accuracy across various platforms.
• Improve client insights by developing reporting tools in Salesforce and Power BI.
• Identify and implement process improvements to optimize data workflows.
• Ensure compliance with regulatory standards and internal policies.
• Collaborate with internal teams and external partners to fulfill data needs.
• And other responsibilities as required.

What This Job Offers

• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree