Business Analyst- Wealth Management

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. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.

About HarbourVest Wealth

HarbourVest has been partnering with high-net-worth clients and their financial advisors for 10+ years, harnessing the power of private markets to deliver innovative investment solutions across private equity, infrastructure, and private credit. By using our $155 billion private markets platform*, HarbourVest offers institutional quality products that provide access to direct company investments and reputable general partner partnerships on a primary basis and through the secondary market.

HarbourVest is an independent global private markets firm with over 40 years of experience. Our strengths extend across strategies, enabled by our team of more than 1,200 employees, including more than 230 investment professionals across Asia, Europe, and the Americas.

This Business Analyst role will play a key role on the Wealth Management team within the IT organization. This is an exciting opportunity for an individual to join a newly formed team in a dynamic and fast-growing area of HarbourVest looking to implement new and innovative solutions to serve our wealth client needs.

The ideal candidate is someone who:

• Consistently performs with a positive and proactive demeanor to understand business needs and contributes to technology solutions that achieve business and client objectives.
• Builds and maintains effective working relationships with internal and external teammates.
• Has strong analytical and problem solving skills, the skill to dissect and detail complicated situations and propose creative process & technical solutions.
• Operates with a continuous learning and improvement approach to deliver high quality and timely outcomes.
• Possesses excellent facilitation, communication skills, and can communicate effectively at all levels, in all forms, and to all functional groups.

What you will do:

• Contribute to Wealth product roadmap development and delivery to achieve strategic business objectives.
• Engage business and technology partners to define and document requirements, features or user stories, while proactively identifying and mitigating related dependencies or risks.
• Provide input and feedback relating to solutions alternatives and prioritization to support delivering the highest business value.
• Coordinate with teammates to iterate on feature development, testing and readiness.
• Develop test plans and support testing to ensure the technical development enables the business needs.
• Capture business requirements, translating them into an easy to implement technical solutions, integrations, system designs, tests, transformations, and reports.
• Create and update project artifacts such as task boards, use cases, application documentation, release notes, and technical writeups.
• Proactively seek challenges to identify and resolve potential issues with new development or ongoing operational support.
• Identify and implement efficiencies to optimize capabilities.
• Conduct or facilitate training and information sharing sessions with supporting documentation or reference material for employees and team members as needed.
• Additional responsibilities related to the role as required.

What you bring:

• Proven capabilities and experience in three or more of the following areas : Applications Development, Business Process and Workflow Management, Enterprise Architecture, Project Management, Quality Assurance, Infrastructure, and Systems Support.
• Background in Financial Services and/or financial applications; Experience with Salesforce a plus.
• Experience with Agile software development, traditional project management, and Six Sigma methodologies and techniques.
• Successful results with midsized to large projects and process improvements from initiation through implementation.
• Data modeling and design understanding, including conceptual and logical modeling
• Effective interpersonal and communication skills, both written and verbal, including experience translating business and technical concepts or decisions with diverse audiences.
• Strength with analytical, data, problem solving and collaboration skills.
• Experience with systems integrations and data mapping preferred.
• Attention to detail and quality to fulfill responsibilities.
• Proficient with Microsoft, process/workflow and collaboration tools.

Education Preferred

• Bachelor of Arts (B.A) or Science (B.S), or equivalent experience

Experience

• 2-5 years or more in Financial Services, preferably within investment management or private equity