HarbourVest

Associate, Global Private Wealth - Investor Relations

London 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. 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 position will work closely with the EMEA Global Private Wealth fundraising team. The breadth of responsibility will cover a wide array of areas of expertise but will be focused on supporting Account Managers to secure new business to meet fundraising objectives.

Please note that applications must include a cover letter to be considered.

The ideal candidate is someone who:

  • Has private equity or private markets experience; and/or
  • Has wealth management or private banking experience
  • Has knowledge of various wealth management client profiles including private banks, asset managers, fund distribution network platforms, multi-family offices, and independent financial advisors
  • Strong analytical and quantitative skills with attention to detail
  • Has long term career ambition to be client facing and seek quantitative measures of success
  • Ability to work in a fast-paced environment and handle multiple projects
  • Highly passionate/ motivated (self-starter)
  • Ability to “see the bigger picture” and get to the heart of issues rapidly
  • Excellent interpersonal and communication skills, both written and verbal
  • A desire to work in a team environment, often under pressure
  • Strong work ethic; genuine passion for excellence and constant improvement
  • Personal and professional integrity of the highest order
  • Strong project management skills
  • Strong client service orientation
  • Highly proficient in Microsoft Office applications, especially Excel
  • European languages – English (must) and preferably one additional European language (French, German, Italian, Spanish, Dutch)
  • Private market knowledge (highly preferred)
  • Wealth management / private bank experience (preferred)

What you will do:

  • Support Account Managers in all aspects of the fundraising cycle from managing pipeline of fundraising opportunities, client questionnaires, presentations, due diligence meetings and closing of investor capital commitments
  • Support Account Managers in developing and preparing investor teach-ins/learning exchange materials and memos 
  • Support investor due diligence requests and co-ordinate investor queries 
  • Lead client segmentation and competitor analysis to increase market penetration in the UK and Nordics wealth channels
  • Support broader firm strategy of new product development initiatives and demonstrate entrepreneurial mindset to product launch through prospecting research
  • Prepare tailored SalesForce / Preqin reporting and analysis and execute cashflow modelling for existing and new commitments
  • Work closely with the Wealth Product Management Team and Client Services team and other firm wide functions across all seniority to win new clients and service existing clients 
  • And other responsibilities as required

Education Preferred

  • Bachelor of Arts or Science (BS/BA) or equivalent experience
  • Willingness to progress further study via CFA/ CAIA etc. if required

Experience

  • 3-7 Years of experience in private markets, private wealth, investment banking, fundraising or product specialist types of roles