Client Onboarding Associate
1 month ago
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.
HarbourVest is seeking a Client Onboarding Associate to assist with the fund closing processes by coordinating individual efforts across the firm. This person will work with many cross functional teams such as investor relations, investment staff, legal, compliance, tax, treasury, accounting, custom solutions, and marketing to bring all parties together to build an optimal and efficient process and overall client experience.
The ideal candidate is someone who has:
Proven track record to prioritise multiple and often challenging priorities, strive to decisions, and deliver results consistently Excellent communication skills, both written and verbal Strong work ethic; genuine passion for excellence and constant improvement Excellent client service orientation Strong problem-solving and analytical skills Ability to work across multiple teams and different levels of seniority and willingness to work independently as well as part of a team Experience with the full Microsoft suite, and proficiency with Salesforce is a plus Private market knowledge (highly preferred)
What you will do:
Direct and coordinate the activities associated with closing clients into HarbourVest's various commingled fund strategies, working closely with investments, sales, marketing, compliance, legal / regulatory, tax, accounting, and custom solutions Work closely with the Client Onboarding team members to complete the processes according to planned timelines and manage priorities across different stakeholders Develop working relationships with internal and external partners to keep informed about all upcoming activity by clarifying current statuses, expectations, monitoring risks, and ensuring engagement as schedules change Manage third party engagement in relation to the closing and onboarding processes Collaborate with the closing team to identify standard processes, drive for increased efficiencies and ensure consistency in procedures, and exception handling across clients And other responsibilities as required
Education Preferred
Bachelor of Arts or Science (BS/BA) or equivalent experience
Experience
5+ years experience in financial services preferably in Private Equity (Associate level)-
Client Onboarding Specialist
1 week ago
Dublin, Ireland Alter Domus Full timeABOUT US We are Alter Domus. Meaning "The Other House" in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries. With a deep understanding of what it takes to succeed in alternatives, we believe in being different. Invest yourself in the alternative,...
-
Junior Onboarding and Risk Specialist
4 weeks ago
Dublin, Ireland Segpay Full timeSegpay is a reputable global payment platform that specializes in offering tailored solutions such as payment facilitator services, direct merchant accounts, and secure online payment gateway services to a wide range of clients worldwide. With a focus on online credit card processing for e-commerce businesses and subscription services, Segpay is dedicated to...
-
Junior Onboarding and Risk Specialist
1 week ago
Dublin, Ireland Segpay Full timeSegpay is a reputable global payment platform that specializes in offering tailored solutions such as payment facilitator services, direct merchant accounts, and secure online payment gateway services to a wide range of clients worldwide. With a focus on online credit card processing for e-commerce businesses and subscription services, Segpay is dedicated...
-
Client Operations Product Onboarding Specialist
3 hours ago
Dublin, Dublin City, Ireland Cpl Full timeThe company is looking for a dynamic and organized professional to serve as a **Product Onboarding Specialist** to oversee the process of operationalizing fund products throughout their entire lifecycle—from inception to dissolution. This includes pipeline management, entity formation, engaging with counterparties, and data management to ensure smooth fund...
-
Onboarding Optimisation Coordinator
1 month ago
Dublin, Ireland Flipdish Full timeOnboarding Optimisation Coordinator - Dublin, Ireland At Flipdish, we’re turning the tables in favour of independent restaurant and takeaway owners by providing them with the tools they need to make their lives easier. We provide our customers with a suite of powerful, but straightforward tech along with (real human) support, so they can thrive on their...
-
Onboarding Optimisation Coordinator
1 month ago
Dublin, Ireland Flipdish Full timeOnboarding Optimisation Coordinator - Dublin, Ireland At Flipdish, we’re turning the tables in favour of independent restaurant and takeaway owners by providing them with the tools they need to make their lives easier. We provide our customers with a suite of powerful, but straightforward tech along with (real human) support, so they can thrive on...
-
AML KYC Senior Associate
2 weeks ago
Dublin, Ireland JPMorgan Chase & Co. Full timeThis is an exciting opportunity to join our global Alternative Funds Team within the Transfer Agency Department. The primary responsibility of the team is to ensure JPMSE duties towards AML KYC and Registration are monitored in line with the regulation as well as the JPMSE standards. As an AML Senior Associate within the Alternative Funds Team, you will...
-
HubSpot Expert
2 weeks ago
Dublin, Ireland Insidea Full timeJob Description We are seeking a skilled and experienced HubSpot Expert to join our team as an Onboarding and Implementation Specialist. In this role, you will be responsible for guiding new clients through the process of onboarding onto the HubSpot platform and implementing it effectively to meet their specific business needs. Your expertise in HubSpot's...
-
Senior Client Accountant
4 weeks ago
Dublin, Ireland Lex Consultancy Full timeThis global international law firm in Dublin 4 are currently recruiting a Senior Client Accountant to join their Dublin team This role represents an excellent opportunity to engage with exciting work in the aviation and debt capital markets space whilst also defining your own path. The successful candidate will report directly into the Associate...
-
Associate, Fund/Client Accounting II
4 weeks ago
Dublin, Ireland THE BANK OF NEW YORK MELLON CORPORATION Full timeAssociate - Fund/Client Accounting II Conducts accounting services on behalf of assigned clients and moderately complex funds including determining net asset values, calculating fund performance, allocating expenses and preparing reports. Performs Fund/Client Accounting responsibilities in the areas of driving Service Improvement plans, targeting...
-
Associate, Fund/Client Accounting II
18 hours ago
Dublin, Ireland BNY Mellon Full timeAssociate - Fund/Client Accounting II Conducts accounting services on behalf of assigned clients and moderately complex funds including determining net asset values, calculating fund performance, allocating expenses and preparing reports. Performs Fund/Client Accounting responsibilities in the areas of driving Service Improvement plans, targeting...
-
Senior Associate, Fund/Client Accounting
1 month ago
Dublin, Ireland THE BANK OF NEW YORK MELLON CORPORATION Full timeSenior Associate - Fund/Client Accounting For over years, Bank of New York Mellon (BNY Mellon) has been at the center of the global financial markets, providing the world’s leading institutions the tools, capabilities, and services to be distinctive investors. We power individuals and institutions to succeed in the global economy providing investment...
-
Client Administrator
2 weeks ago
Dublin, Ireland FK International Full timeJob Description Join a leading Wealth Management firm in Dublin as a Client Administrator. Key responsibilities will include: Building relationships with clients, preparing portfolio valuations, onboarding new clients and working closely with Financial Planners and Investment Managers to deliver excellent client outcomes. Requirements for this Role...
-
Associate, Fund/Client Accounting I
3 weeks ago
Dublin, Ireland THE BANK OF NEW YORK MELLON CORPORATION Full timeAssociate - Fund/Client Accounting I Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank...
-
Senior Associate, Fund/Client Accounting
3 weeks ago
Dublin, Ireland BNY Mellon Full timeSenior Associate - Fund/Client AccountingFor over 235 years, Bank of New York Mellon (BNY Mellon) has been at the center of the global financial markets, providing the world’s leading institutions the tools, capabilities, and services to be distinctive investors. We power individuals and institutions to succeed in the global economy providing investment...
-
Operations Client Service
2 days ago
Dublin, New Hampshire, Ireland State Street Full timeDEPT/LOCATION: Investment Analytics - Global Risk Services, DublinPOSITION TITLE: Client Service Risk Manager, VPREPORTING TO: Market Risk Analytics, VP_____________________________________________________________________________GENERAL OVERVIEW:The Client Service VP role involves overseeing client service operation for a large EMEA Asset Manager, focusing...
-
Dublin, Ireland THE BANK OF NEW YORK MELLON CORPORATION Full timeAssociate - Fund/Client Accounting Conducts accounting services on behalf of assigned clients and moderately complex funds including determining net asset values, calculating fund performance, allocating expenses and preparing reports. Performs Fund/Client Accounting responsibilities in the areas of driving Service Improvement plans, targeting...
-
Senior Client Administrator
2 weeks ago
Dublin, Ireland FK International Full timeJob Description Join a leading Wealth Management firm in Dublin and work closely with the Financial Planners/Investment Managers to provide clients with an excellent level of service. Key responsibilities will include: Building relationships with clients, preparing portfolio valuations and supporting across other ad hoc client requests. Assisting investment...
-
Commercial Banking
1 week ago
Dublin, Ireland JPMorgan Chase & Co. Full timeAbout Commercial Banking International (CBI) CBI EMEA is part of Commercial Banking at JPMorgan Chase and primarily focuses on subsidiaries of US companies with whom we have a banking relationship in the US, and who require traditional banking services in Europe, the Middle East and Africa (EMEA). Our competitive advantage is that we cover this market...
-
Associate Director
1 month ago
Dublin, Ireland Linesight Full timeAs an Associate Director at Linesight, you will lead highly experienced, culturally diverse, and passionate teams nurturing a strong social dynamic and a shared sense of achievement. You will build on your vast industry experience which will open doors for you, extend your skillset and expand your perspective. We will empower, support, and enable you to...
