Manager, Investor & Client Data Strategy

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 2-3 days minimum per week in the office.

The Manager, Investor & Client Data Strategy will play a critical role in developing & implementing the strategy and plan for improving Investor & Client data across the firm. The individual in this position will work closely with multiple internal & external teams - Investor Relations, Wealth Distribution, Investor Services, Marketing, Compliance, IT, external fund administrators, and data & technology vendors - to develop a sustainable & scalable data model meets the needs of those businesses. This individual will also be responsible for developing and implementing a data governance framework to ensure that our data is accurate, complete, and up-to-date. We are seeking a strategic, organized individual passionate about crafting data & tech solutions for a global private equity firm.

The ideal candidate is someone who has:

• Proven success in developing & implementing data models, tools, and technologies at a financial services firm with sophisticated distribution & fund administration models.
• Proficiency in CRM systems (Salesforce, eFront), data modeling & architecture (Azure, Snowflake), master data management (Profisee), data analysis (Python, SQL, Excel), and unifying data across multiple systems & vendors.
• Experience developing & implementing data governance frameworks including operating models, data quality scorecards, data validation rules, and data dictionaries.

What you will do:

• Data Modeling & Management - Develop and implement an Investor & Client data model that meets the business’ needs (Institutional and Wealth) by bringing data together across multiple systems & sources, mastering that data, and providing high quality data to the right systems in a consistent manner. Ensure that data related to clients, investors, third parties, contacts, contact roles, investor subscriptions, and capital commitments is accurate, complete, and consistently updated. Coordinate with internal partners to ensure that data initiatives are aligned with firm-wide objectives.
• Data Integration & Technology - Oversee the collection, maintenance, and accuracy of client and investor data across various platforms (Salesforce, 2nd party administrators, 3rd party data vendors). Ensure that data flows smoothly between Salesforce, eFront, Azure, Power BI, and other relevant platforms. Collaborate with IT and data analytics teams to integrate new tools and systems for improved data management and reporting processes.
• Client and Investor Reporting & Analytics - Enhance client insights for client-facing teams by supporting the development of client & investor reporting and tools (ex: Client 360) in Salesforce and Power BI to enhance client relationships.
• Process Optimization - Identify areas for improvement in data workflows and implement process improvements to increase efficiency and reduce manual errors. Establish and maintain standard operating procedures for data entry, data maintenance, and reporting.
• Compliance & Quality Control - Ensure all client and investor data is in compliance with regulatory standards (AML, KYC), firm policies, and data privacy guidelines (GDPR, CCPA). Supervise and conduct regular data quality checks to identify and rectify discrepancies or inconsistencies including the development of data quality rules and scorecards.
• Partner Communications - Coordinate and influence internal teams and external partners to ensure all data requirements are met. Provide timely and accurate responses to internal inquiries regarding client & investor data.

What you bring:

• Experience in automating data input & analysis processes and reporting.
• Familiarity with data visualization tools such as Salesforce, CRM-A, Power BI, Tableau, or similar.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong quantitative, analytical, and problem-solving skills.
• Outstanding ability to maintain order and focus on details.
• Proficient in conveying information accurately through written and verbal means.
• A great teammate with the ability to collaborate across departments.
• Has shown success in financial services, especially private equity and wealth distribution, is highly preferred.

Education Preferred:

• Bachelor’s degree in Business, Finance, Economics, Data, Technology, or an equivalent. Master’s degree or equivalent experience preferred.

Experience:

• 8+ years of experience in data management, financial services, or private equity -preferably in a data and/or technology strategy role.

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