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, which translates to 3 days minimum per week in the office.
The principal function of this role is to support the Investor Relations team in the management support and enhancement of institutional investor relationships. The Investor Relations Associate will work closely with other key stakeholders internally such as product specialists, consultant relations, commercial operations, client service, marketing, and compliance to deliver the HarbourVest platform to institutional investors.
This role is ideal for someone who is eager to build a career at the intersection of finance and relationship management, and who brings both intellectual curiosity and interpersonal confidence to the table.
The ideal candidate is someone who is:
- Highly motivated, organized and detail oriented.
- Has a strong interest in private markets strategies and broad capital markets.
- Self-starter and able to work under pressure, and can flourish in a fast-paced, high- volume environment.
- Has strong project and time management skills.
- Foundation in private markets is preferred.
What you will do:
Coordinate Client Efforts
- Assist IR team in developing account plans for existing clients and prospective investors to deliver HarbourVest investment capabilities to institutional investors.
- Leverage internal and external data to analyze target institutions and investor trends, conducting market research to identify and prioritize prospective clients for engagement.
- Research and identify high-value client opportunities in target cities to build focused travel agendas for account managers.
- Produce and develop periodic strategy updates for broad distribution.
- Create briefing materials for IR team and Investment Professionals in advance of meetings with prospective clients and current clients.
- Coordinate and create presentation materials for investor engagements
- Develop meeting agendas and coordinate team participation in on-site due diligence sessions.
- Track results and gather feedback on sales opportunities.
- Lead coordination with Sales Enablement colleagues in the review and delivery of RFPs to prospective and current clients.
Data Integrity
- Maintain and update data in SalesForce to ensure accurate pipeline, institution, and contact information, and link investors to consultants as appropriate.
- Update HarbourVest records on key contacts. (departures/additions/transitions) and captured from industry trades.
- Collaborate with Commercial Operations to develop user-friendly Salesforce reports that support the IR team’s day-to-day activities.
- And other responsibilities as required.
What you bring:
- Strong project and time management skills.
- Extroverted personality with excellent communication skills, both written and verbal, and the ability to initiate conversations.
- Dedication to quality work product and prompt attention to detail.
- Experience with RFPs, and communications to institutional investors ideal.
- Comfortable in a financial environment, working with and talking about fund performance.
- A successful Associate is proactive, anticipates the needs of clients and Account Managers, and possesses the ability to work independently while effectively taking direction and collaborating with colleagues.
- Demonstrates early-stage sales acumen, with a willingness to learn and grow in client-facing roles.
Education Preferred
- Bachelor of Arts (B.A) or equivalent experience
- Bachelor of Science (B.S) or equivalent experience
Experience
- 3-5 Years experience in finance
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