Associate – Client Reporting – Wealth
| Company | HarbourVest |
|---|---|
| Location | Boston, MA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- BS/BA or equivalent in business, finance, accounting, economics, or related field.
- Hands-on experience with Seismic software including an understanding of content library and workflow management.
- Keen interest in investment products with 3 to 5+ years client reporting within financial services, particularly investment management, data visualization, and/or content management.
- Proficiency in Microsoft Office, including intermediate level Excel skills (Pivot Tables, vLookups, etc.) and a strong interest in and aptitude for learning new applications.
- Self-motivated with demonstrated ability to show initiative and come up with ideas without prompting.
- Strong PowerPoint skills with a knack for creative thinking.
- Comfort with marketing communication practices and relationship management.
- Ability to manage change and improve business processes.
- Excellent written and verbal communication skills.
Responsibilities
- Manage and ensure timely and accurate distribution of all deliverables, proactively communicating potential delays to internal partners.
- Produce and distribute external-facing content while coordinating and collaborating cross-functionally.
- Understand the risk environment within the department – promote risk awareness, assessment, and control.
- Stay current with industry practices on marketing communications and client reporting to provide a best-in-class product for our clients.
- Constantly evaluate systems, processes, and procedures for inefficiencies and make recommendations for improvement.
- Coordinate with team members to identify opportunities to enhance the fund reporting and content production process and final products.
- Exceptional project management skills, including ability to handle multiple priorities and adhere to deadlines.
- Actively participate in new software implementation to support the client experience.
- Inspire colleagues and self to engage and excel in work and career; embrace a culture of excellence, innovation, communication, and accountability, where all members of the team are motivated to go above and beyond.
Preferred Qualifications
- BS/BA degree or equivalent
- 3-5 Years of financial services, client reporting or equivalent experience preferred.