Client Administration Analyst
Summary
Client Administration Analyst at HarbourVest responsible for timely entry and management of investor data in the firm’s record-keeping system, supporting client onboarding, reporting, and service interactions. Day-to-day work involves data stewardship, CRM/database navigation, and distributing client communications.
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.
This position is primarily responsible for the timely entry and management of investor data, the preciseness of which directly impacts the execution of critical information and communications to our clients. Under limited supervision, this role will handle client information and will is a key contributor to Client Onboarding, Client Reporting and Client Service interactions.
The ideal candidate is someone who is:
Committed to high-quality, accurate data entry
Team-Oriented
Excels in fast-paced and deadline driven environment
Communicates honestly and openly
Demonstrates bias for action
What you will do:
Build and maintain investor data in record keeping system
Distribute critical communication to client contacts related to cash flow, amendments, extensions or legal notices
Provide data stewardship, data entry and user acceptance testing for firm initiatives and projects
What you bring:
Critical Thinking
Strong attention to detail
Organizational skills
Adept at working independently and as a part of a team
Ability to effectively navigate databases and Customer Relationship management systems
Skilled in Microsoft office
Full Professional proficiency in English (Resume must be submitted in English
Financial experience preferred
Private equity experience a plus
Education Preferred
Bachelor of Arts (B.A) or equivalent experience
Bachelor of Science (B.S) or equivalent experience
Experience
0-2 Years experience in data entry, quality control or client experience preferred (Analyst level)
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