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.
The Senior Associate, Client Onboarding Associate will 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
- Strong work ethic; genuine passion for excellence, intellectually curious and constant improvement
- Experience within private markets understanding the needs of the various client segments (Banks, Distributors, Financial Advisors)
- Strong problem-solving and analytical skills
- Ability to work across multiple teams and willingness to work independently as well as part of a team
What you will do:
- Direct and coordinate the activities associated with closing clients into HarbourVest's various Evergreen and 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
- Provides strong oversight of Fund Administrators and ensures data is accurate and complete by performing your own validation
- Collaborate with internal teams to identify standard processes, drive for increased efficiencies and ensure consistency in procedures, and exception handling across clients
What you bring:
- Demonstrates a strong client‑focused mindset with a commitment to continuously enhancing the overall client experience and be client obsessed
- Possesses a background in asset management or financial services, specifically servicing private wealth clients and intermediary distributors, with hands‑on responsibility for client operations and service functions
- Proficient communication (written and verbal) and engagement with individuals across all levels
- Proficiency with CRM platforms (e.g., Salesforce), Microsoft suite and workflow/project management tools
- Experience with 34 and 40 Acts funds preferable
Education Preferred
- Bachelor of Arts or Science (BS/BA) or equivalent experience
Experience
- 5+ years’ experience in financial services preferably in private equity and in the wealth segment
Salary Range
$1.00 - $10,000,000.00This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.