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HarbourVest Partners · 7 hours ago

Senior Associate, Investor and Client Data

Boston, MA

Full-time

Hybrid

Mid, Senior Level

$90K/yr - $136K/yr

2+ years exp

HarbourVest Partners is a global private equity firm committed to delivering impactful solutions to clients and investing partners. The Senior Associate, Investor and Client Data will formulate and apply an Investor & Client data model, ensuring data accuracy and compliance while collaborating with various internal and external teams to enhance data solutions.

Asset ManagementFinanceFinancial ServicesVenture Capital

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Formulate and apply an Investor & Client data model to align with business objectives

Guarantee the precision, thoroughness, and uniformity of data across various systems

Coordinate data collection, maintenance, and accuracy across various platforms

Improve client insights by developing reporting tools in Salesforce and Power BI

Identify and implement process improvements to optimize data workflows

Ensure compliance with regulatory standards and internal policies

Collaborate with internal teams and external partners to fulfill data needs

And other responsibilities as required

Qualification

Data modelingCRM systems (Salesforce)Data governance frameworksData analysisPrivate equity operationsData visualization toolsAnalytical skillsProblem-solving skillsCollaborationCommunication skills

Required

Demonstrated proficiency in crafting and integrating data models, tools, and technologies specific to financial services

Proficient in CRM systems (Salesforce), data modeling, and architecture

Experienced in developing data governance frameworks

Proficient in data analysis and consolidating data from various systems

Coordinated, strategic, and passionate about data solutions

Knowledgeable about private equity operations, data, and tools (eFront)

Able to work collaboratively with a variety of teams and external collaborators

Experience in automating data input, analysis processes, and reporting

Familiarity with data visualization tools such as Salesforce, Power BI, or Tableau

Ability to handle numerous tasks and meet deadlines in a fast-paced environment

Strong quantitative, analytical, and problem-solving skills

Outstanding ability to maintain order and focus on details

Proficiency in conveying information accurately through written and verbal means

A great teammate with the ability to collaborate across departments

Proficiency in financial services, particularly private equity and wealth distribution, is greatly valued

Bachelor's degree in Business, Finance, Economics, Data, Technology, or an equivalent

2-8+ years of experience in data management, financial services, or private equity - preferably in a data and/or technology strategy role

Preferred

Master's degree or equivalent experience preferred

Benefits

Discretionary annual bonus

Long-term reward programs

Comprehensive total rewards package

Retirement

Health

Insurance

Paid time off

Wellness programs

Company

HarbourVest Partners

Glassdoor4.4

HarbourVest Partners is a private markets firm providing solutions to help clients invest in primary funds, real assets, and private credit.

Founded in 1982

Boston, Massachusetts, USA

1001-5000 employees

http://www.harbourvest.com

H1B Sponsorship

HarbourVest Partners has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3)

2023 (2)

2021 (1)

2020 (1)