Client Onboarding Analyst

Position Overview

HarbourVest is seeking a Client Onboarding Analyst to assist with the fund closing processes by coordinating individual efforts across the firm.

This position will be a hybrid work arrangement, with 18 remote workdays per quarter subject to manager approval.

Key Responsibilities

• 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.

Candidate Qualifications

• 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).

Education and Experience

Preferred: Bachelor of Arts or Science (BS/BA) or equivalent experience.

Experience: 2+ years' experience in financial services preferably in private equity.

HarbourVest is an equal opportunity employer.