11 часов назад
Client Onboarding Analyst (Private Equity)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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