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11 дней назад

Associate, Client Onboarding

Формат работы
hybrid
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
Colombia
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
Associate, Client Onboarding (Private Equity): Coordinating client fund-closing and onboarding processes across investment, sales, legal, compliance, tax, accounting, and other cross-functional teams with an accent on client experience, stakeholder coordination, and process efficiency. Focus on managing timelines and priorities, monitoring risks and changing schedules, coordinating third parties, and standardizing procedures and exception handling.

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

Company

hirify.global is a global investment firm focused on delivering solutions to clients and investing partners.

What you will do

  • Coordinate client closings across HarbourVest’s commingled fund strategies.
  • Bring together investment, sales, marketing, compliance, legal, regulatory, tax, accounting, and custom solutions teams.
  • Complete onboarding processes according to planned timelines while managing competing stakeholder priorities.
  • Build relationships with internal and external partners, clarify statuses and expectations, monitor risks, and adapt engagement as schedules change.
  • Manage third-party participation in closing and onboarding processes.
  • Identify standard processes, improve efficiency, and ensure consistency in procedures and exception handling.

Requirements

  • 5+ years of experience in financial services, preferably private equity.
  • Bachelor of Arts or Science degree or equivalent experience.
  • Experience prioritizing multiple challenging priorities and consistently delivering results.
  • Excellent written and verbal communication, client service, problem-solving, and analytical skills.
  • Ability to work independently and collaboratively across teams and levels of seniority.
  • Experience with the full Microsoft suite; Salesforce proficiency is a plus.

Culture & Benefits

  • Hybrid work arrangement with manager-approved remote flexibility.
  • Collaborative, open-door culture focused on inclusion, mutual respect, and diverse perspectives.
  • Opportunities to build on existing strengths and develop new skills and experiences.
  • Equal opportunity employer.

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