Associate, Global Private Wealth - Investor Relations at HarbourVest Partners | GBR | Rezi

Associate, Global Private Wealth - Investor Relations at HarbourVest Partners

Associate, Global Private Wealth - Investor Relations

HarbourVest Partners · GBR

Yesterday

Associate, Global Private Wealth - Investor Relations

HarbourVest Partners · GBR

2 days ago
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About the Role

This role will work closely with the EMEA Global Private Wealth fundraising team, supporting Account Managers to secure new business and meet fundraising objectives. The position offers a hybrid work arrangement with 18 remote workdays per quarter.

Responsibilities

  • Support senior salespersons in the Wealth team across all aspects of the fundraising cycle, including managing the pipeline of fundraising opportunities, client questionnaires, presentations, due diligence meetings, and closing investor capital commitments.
  • Support the team lead and Principal for the Italian market in strategic client interactions, meetings, and follow-ups.
  • Handle investor due diligence requests and coordinate investor queries.
  • Manage client segmentation and competitor analysis to improve market penetration in Southern Europe, targeting Italy, alongside the Spanish and French markets.
  • Contribute to new product development initiatives and demonstrate an entrepreneurial approach in product launch through prospecting research.
  • Prepare tailored Salesforce / Preqin reports and analyses and complete cash flow modeling for existing and new commitments.
  • Collaborate closely with the Wealth Product Management Team, Client Services team, and other firm-wide functions to win new clients and service existing clients.
  • Exhibit a strong degree of entrepreneurship and independence, taking on more direct client responsibilities and accountability for client relationships and associated P&L.

Requirements

  • Has financial products distribution/sales experience for a large asset manager or platform.
  • Demonstrable knowledge of the private markets ecosystem.
  • Possesses understanding of diverse wealth management client profiles such as private banks, asset managers, fund distribution network platforms, multi-family offices, and independent financial advisors in Southern Europe, concentrating on the Italian market.
  • Based in London or willing to relocate within this calendar year.
  • Fluent in Italian and English.
  • Spanish and/or French language skills are a distinctive plus.
  • Demonstrates strong analytical and quantitative abilities with careful attention to detail.
  • Holds strong academic credentials.
  • Long-term career ambition to be client-facing, seeking quantitative measures of success.
  • Ability to work in a fast-paced environment and balance multiple projects.
  • Highly passionate and motivated (self-starter).
  • Ability to “see the bigger picture” and rapidly get to the heart of issues.
  • Excellent interpersonal and communication skills, both written and verbal.
  • A willingness to collaborate within a group setting, often while managing tight deadlines.
  • Strong work ethic; genuine passion for excellence and constant improvement.
  • Personal and professional integrity of the highest order.

Skills

  • Financial products distribution/sales
  • Private markets ecosystem knowledge
  • Wealth management client profiles understanding
  • Italian market understanding
  • Analytical abilities
  • Quantitative abilities
  • Attention to detail
  • Salesforce reporting
  • Preqin reporting
  • Cash flow modeling
  • Interpersonal skills
  • Communication skills (written and verbal)

Location

  • London

Work Type

  • Hybrid
  • Remote (18 days per quarter)

Experience Level

  • 3-5 years

Education Level

  • Bachelor of Arts or Science (BS/BA) or equivalent experience
  • Willingness to progress further study via CFA/CAIA if required

About the Company

  • 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.
  • HarbourVest is a growing global firm with a collaborative, open-door culture that values diversity and innovative thinking.
  • The company fosters a collegial environment marked by low turnover and high energy, inspiring employees to grow and thrive.
  • HarbourVest is committed to fostering an environment of inclusion that promotes mutual respect among all employees.

Equal Opportunity

  • HarbourVest is an equal opportunity employer.