About this role
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 principal function of this role is to support the Investor Relations team in the management, support and enhancement of institutional investor relationships.
The role works closely with other key team members internally such as product specialists, consultant relations, commercial operations, client service, client onboarding, marketing, and compliance to deliver the HarbourVest platform to institutional investors. HarbourVest’s clients are primarily institutions including public and private pensions, insurance companies, endowments, foundations, sovereign wealth funds, and family offices.
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 thrive 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 jurisdictions to build focused travel agendas for account managers.
- Produce and develop periodic strategy updates for broad distribution.
- Build briefing materials to support Investor Relations and Investment Professionals ahead 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 capture feedback on sales opportunities.
- Lead coordination with Sales Enablement colleagues in the review and delivery of RFPs to prospective and current clients.
- Lead pension funds benchmark accuracy and produce periodic presentations for IR Team to use information for offering products to current clients or prospective clients.
- Partner with AM to prepare materials for weekly IR Huddles, reviewing and analyzing new regulations that might impact our ability to fundraise, and in managing Distributors relationships
- Be responsible for the end-to-end management of client requests, using internal reporting platforms and data sources to deliver accurate, high-quality responses and maintain comprehensive request tracking and client records
- Act as the point of contact for clients throughout the onboarding and transfers, while providing proactive communication to the client and oversight of internal teams execution
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:
- Ability to work independently as well as part of a team.
- Excellent communication skills, both written and verbal.
- 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.
Education Preferred
- Bachelor's degree in Finance, Economics, Business Administration, AccountThe principal function of this role is to support the Investor Relations team in the management, support and enhancement of institutional investor relationships. This opportunity is to become part of our Latam IR team, based in our Bogota Office
The role works closely with other key team members internally such as product specialists, consultant relations, commercial operations, client service, client onboarding, marketing, and compliance to deliver the HarbourVest platform to institutional investors. HarbourVest’s clients are primarily institutions including public and private pensions, insurance companies, endowments, foundations, sovereign wealth funds, and family offices.
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 thrive 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 jurisdictions to build focused travel agendas for account managers.
- Produce and develop periodic strategy updates for broad distribution.
- Build briefing materials to support Investor Relations and Investment Professionals ahead 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 capture feedback on sales opportunities.
- Lead coordination with Sales Enablement colleagues in the review and delivery of RFPs to prospective and current clients.
- Lead pension funds benchmark accuracy and produce periodic presentations for IR Team to use information for offering products to current clients or prospective clients.
- Partner with AM to prepare materials for weekly IR Huddles, reviewing and analyzing new regulations that might impact our ability to fundraise, and in managing Distributors relationships
- Coordinate investor information requests related to fundraising and relationship management, working with relevant internal teams to deliver accurate, high-quality responses and maintain appropriate IR records
- Act as the point of contact for clients throughout the onboarding and transfers, while providing proactive communication to the client and oversight of internal teams execution
Events & AGM
- Shape IR content, investor prioritization and senior-stakeholder preparation for investor events and AGM-related activity.
- Provide direction to the Analyst on event execution and handle exceptions or issues requiring IR judgment.
Trips / Travel
- Identify and prioritize high-value client opportunities in target jurisdictions and develop focused travel agendas with the Account Manager.
- Provide direction on meeting priorities and commercial objectives, with the Analyst supporting research, logistics, trackers and follow-up.
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:
- Ability to work independently as well as part of a team.
- Excellent communication skills, both written and verbal.
- 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.
Education Preferred
- Bachelor's degree in Finance, Economics, Business Administration, Accounting, or a related field
- Postgraduate studies or professional certifications in finance are a plus
- Equivalent relevant experience will also be considered
Experience
- 3-5 Years experience in finance
- Investor Relations, investment management, financial services, private equity, banking or other relevant finance experience preferreding, or a related field
- Postgraduate studies or professional certifications in finance are a plus
- Equivalent relevant experience will also be considered
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