Senior Associate, Commercial Operations

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, which translates to 3 days minimum per week in the office.

We are seeking a highly motivated Senior Associate to help support our fundraising efforts by providing key strategic and operational support to the Investor Relations (IR) organization. This is a high visibility role within the organization and requires a combination of data analytics, communication, and operational skills.

The ideal candidate is someone who is:

• Strong analytically and able to tell stories with data
• Passionate about solving problems
• Collaborative and thrives working cross-functionally to motivate change
• Biased to action and driven to continuously improve upon the status quo
• Eager to continuously learn, grow, and develop
   

What you will do:
 

IR Support and Enablement 60-70%

• Deliver actionable sales and marketing insights on prospects and clients to Account Managers
• Support IR leadership and Account Managers with fundraising reporting and analysis
• Lead pipeline reviews to measure and assess the health of the fundraising pipeline
• Support IR with email campaigns; identify target contacts and monitor client engagement
• Drive account planning and fundraising target setting processes
• Provide training and share best practices for key commercial applications including Salesforce CRM, Preqin, Pitchbook, LinkedIn Sales Navigator, and others
• Support and enable fundraising processes; partner with IT on projects to improve process through use systems and technology
   

Product Specialist Support and Enablement 30-40%

• Partner with product specialists on pipeline build-out (pre-launch) and prospect targeting analysis
• Provide fundraising reporting and analytics to monitor and manage fundraising pipeline
• Conduct post-close analysis and pipeline clean up
• Provide training and share best practices for Salesforce.com and other key sales tools
   

What you bring:

• Excellent communication skill, in both written and verbal form
• Expertise in MS Excel and PowerPoint
• Expertise with the Salesforce.com CRM platform
• Experience with sales and marketing analysis
• Familiarity with market data tools such as Nasdaq eVestments, Preqin, and Pitchbook
• Experience with Business Intelligence tools such as PowerBI or Tableau
   

Education Preferred

• Associate’s Degree or equivalent experience
• Bachelor of Arts (B.A) or equivalent experience
   

Experience

• 3-5 Years experience in Investor Relations, Sales Strategy/Operations, Marketing, or other related capacity preferred (Associate level)
• Prior experience in Private Markets, Asset Management or Financial Services industry a plus