Client Onboarding Analyst

HarbourVest Partners; Dublin; Hybrid; EUR 52,000 - 75,000; Full time

Benefits offered by this job

Hybrid work model

Remote workdays

Equal opportunity employer

Job summary

HarbourVest Partners is seeking a Client Onboarding Analyst to coordinate cross-functional efforts across the firm, ensuring a smooth client experience in our hybrid work environment in Dublin. You will work with investor relations, legal, tax, accounting and marketing to close fund subscriptions efficiently.

The ideal candidate has 2+ years in financial services (private equity preferred), strong communication and analytical skills, and the ability to manage multiple priorities across teams

Qualifications

• 2+ years’ experience in financial services, preferably private equity.
• Bachelor's degree or equivalent experience required.

Responsibilities

• Support closing clients into HarbourVest’s fund strategies with cross-functional teams.
• Coordinate processes with client onboarding team to meet timelines and priorities.
• Develop relationships with internal/external partners and monitor schedules and risks.
• Review Know Your Customer documents to ensure completed documentation and positive client experience.

Skills

Excellent communication

Analytical skills

Prioritization

Problem solving

Team collaboration

Microsoft Office

Salesforce

Education

Bachelor's degree (BS/BA)

Tools

Salesforce

Microsoft Office

Job description

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.

HarbourVest is seeking a Client Onboarding Analyst to assist with the fund closing processes by coordinating individual efforts across the firm. This person will work with many cross functional teams such as investor relations, investment staff, legal, compliance, tax, treasury, accounting, custom solutions, and marketing to bring all parties together to build an optimal and efficient process and overall client experience.

The ideal candidate is someone who has:

• Proven track record to prioritize multiple and often challenging priorities, strive to decisions, and deliver results consistently


• Excellent communication skills, both written and verbal


• Strong work ethic; genuine passion for excellence and constant improvement


• Previously worked in a client service role and is able to proactively identify servicing needs


• Strong problem-solving and analytical skills


• Ability to work across multiple teams and different levels of seniority and willingness to work independently as well as part of a team


• Experience with the full Microsoft suite, and proficiency with Salesforce is a plus


• Private market knowledge (highly preferred)
  

What you will do:

• Support activities associated with closing clients into HarbourVest’s various commingled fund strategies, working closely with investments, sales, marketing, compliance, legal / regulatory, tax, accounting, and custom solutions


• Work closely with the Client Onboarding team members to complete the processes according to planned timelines and manage priorities across different stakeholders


• Develop working relationships with internal and external partners to keep informed about all upcoming activity by clarifying current statuses, expectations, monitoring risks, and ensuring engagement as schedules change


• Review subscription documents and corresponding Know Your Customer documents and communicate with the client to ensure all documentation is in good order while providing a positive client experience.

Education Preferred:

• Bachelor of Arts or Science (BS/BA) or equivalent experience
  

Experience:

• 2+ years’ experience in financial services preferably in private equity