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11 часов назад

Client Onboarding Analyst (Private Equity)

Формат работы
hybrid
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
Ireland
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Client Onboarding Analyst (Private Equity): Coordinating fund closing processes and reviewing subscription and Know Your Customer documentation with cross-functional teams, with an accent on client service, compliance, and stakeholder coordination. Focus on managing competing priorities, monitoring onboarding risks, and ensuring complete documentation and a positive client experience.

Location: Dublin, Ireland; hybrid work arrangement with regular office attendance and 18 remote workdays per quarter subject to manager approval

Company

hirify.global is a global private markets investment firm with an entrepreneurial, collaborative, and inclusive working environment.

What you will do

  • Support client closing activities across HarbourVest's commingled fund strategies.
  • Coordinate with investment, investor relations, sales, marketing, compliance, legal, tax, accounting, treasury, and custom solutions teams.
  • Complete onboarding processes according to planned timelines and manage priorities across stakeholders.
  • Build relationships with internal and external partners, clarify statuses and expectations, monitor risks, and respond to schedule changes.
  • Review subscription and Know Your Customer documentation and communicate with clients to resolve outstanding requirements.

Requirements

  • At least 2 years of experience in financial services, preferably private equity.
  • Bachelor's degree or equivalent experience.
  • Experience in a client service role with the ability to identify servicing needs proactively.
  • Excellent written and verbal communication, analytical, problem-solving, and prioritization skills.
  • Ability to work independently and collaboratively across teams and seniority levels.
  • Proficiency with the full Microsoft Office suite.

Nice to have

  • Private markets knowledge.
  • Salesforce proficiency.

Culture & Benefits

  • Collaborative, open-door culture focused on diversity, inclusion, mutual respect, and innovative thinking.
  • Opportunities to build on existing strengths and develop new skills and experiences.
  • Hybrid work arrangement with 18 discretionary remote workdays per quarter, subject to manager approval.
  • Equal opportunity employment.

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