Senior Associate, Investor And Client Data

HarbourVest Inc

Boston, United States
Base: $90,000.00 - $136,000.00; bonus/equity: disc...
Hybrid
Data modeling and architecture
Crm systems (salesforce)
Data governance frameworks
Craft and execute strategies to improve investor & client data towards helping HarbourVest be more efficient, deliver a better client experience, and reduce risk

Job Summary

  • Craft and execute strategies to improve investor & client data towards helping HarbourVest be more efficient, deliver a better client experience, and reduce risk.
  • Develop a sustainable & scalable data model that meets the needs of multiple internal & external teams.
  • Improve client insights by developing reporting tools in Salesforce and Power BI, and ensure compliance with regulatory standards and internal policies.

Matching Summary

Craft and execute strategies to improve investor & client data towards helping HarbourVest be more efficient, deliver a better client experience, and reduce risk.

Salary

Base: $90,000.00 - $136,000.00; Bonus/Equity: Discretionary annual bonus, long-term reward programs; Benefits: Comprehensive total rewards package (retirement, health, insurance, PTO, wellness)

Skills & Requirements

Must-have

  • Data modeling and architecture
  • CRM systems (Salesforce)
  • Data governance frameworks
  • Data analysis and consolidation
  • Reporting tools (Power BI)

Nice-to-have

  • Collaborative and open-door culture
  • Entrepreneurial spirit
  • Innovative thinking
  • Growth-minded individual
  • Passion for data solutions

Key Requirements

  • 2-8+ years of experience
  • Bachelor’s degree in Business, Finance, Economics, Data, Technology, or equivalent
  • Proficiency in financial services, private equity, and wealth distribution

Work Rights

Not specified

Tailored Resume

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