Client Solutions Associate

2 weeks ago

Boston, United States Harbourvest Full time
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.

This role provides an exciting opportunity to join the Quantitative Investment Science (QIS) team focusing on supporting the development of investment content for use with HarbourVest's clients. This role is integrated within the 30+ person QIS team while working closely across the firm including marketing, investor relations, client service, investments, operations, performance, and compliance. This role is ideal for someone who is both intellectually curious and creative, and can approach data analysis and clearly communicate complex ideas and insights to clients.

The ideal candidate is someone who is:
  • Highly proficient across the Microsoft Office suite, particularly PowerPoint with the ability to create compelling presentations incorporating a broad range of topics and audiences
  • Able to perform basic data analysis using Excel and source data from external/internal applications (e.g. Pitchbook, Preqin, Burgiss, etc.)
  • Strong work ethic, attention to detail, and project management skills
  • Able to work in a fast-paced environment and handle multiple projects at the same time
  • Highly passionate/ motivated (self-starter), intelligent, independent and curious
  • Collaborative, who works effectively in a team environment
  • Passion for investments with proven knowledge of financial markets would be a plus
What you will do:
  • Assist in all aspects of QIS content development and maintenance including project management, analysis, graphic design, incorporating feedback, regulatory sign-off, distribution, and library management
  • Contribute to ad-hoc client requests and projects
  • Draft commentary and communications (RFPs, e-mails, speaking points, whitepaper passages, etc.)
  • Responsible for monitoring and communicating competitor capabilities and content
  • Track and monitor ongoing team deliverables and KPIs
  • And other responsibilities as required
What you bring:
  • Excellent presentation and design skills
  • Collaborative with an ability to "connect the dots" to generate compelling content
  • Excellent interpersonal and communication skills, both written and verbal
  • Proactive with a genuine passion for excellence and continuous improvement
  • Strong project management skills and demonstrated ability to meet deadlines
  • Knowledge of financial markets, private equity and debt a plus
Education Preferred
  • Bachelor's degree with strong academic credentials
Experience
  • 3-5 years of proven experience
  • Investment management, financial services, or private equity experience preferred


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