At a Glance
- Tasks: Analyse data and provide insights to drive business success in a collaborative team.
- Company: Join HarbourVest, a leading firm with a dynamic and inclusive culture.
- Benefits: Enjoy hybrid work, 18 remote days per quarter, and opportunities for professional growth.
- Other info: Ideal for those seeking a fast-paced role with career advancement opportunities.
- Why this job: Make a real impact while working with world-class professionals in a supportive environment.
- Qualifications: Strong analytical skills, Salesforce experience, and excellent communication abilities required.
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.
HarbourVest is seeking an outstanding individual to join our dynamic team as an Associate, Business Intelligence - Global Private Wealth (EMEA & APAC). This role offers the chance to work with world-class professionals in a collaborative and inclusive environment. Your contributions will directly impact our success.
What you will do
- Own the integrity and commercial usability of GPW opportunity data within Salesforce and related reporting environments to ensure an accurate single source of truth.
- Maintain and continuously improve pipeline hygiene, definitions, and stage rigor in partnership with regional sales teams.
- Produce rigorous pipeline analysis covering conversion, velocity, coverage, and gap-to-target views across regions, channels, and products.
- Identify structural issues, risks, and whitespace within the pipeline and convert analysis into clear, actionable recommendations.
- Partner with sales and other collaborators to connect sales activity, engagement, and pipeline conversion into business insights.
- Be a key contributor to analysis across regional fundraising campaigns, engagement trends, and efficiency initiatives.
- Support forecasting, pacing, and performance discussions with objective data rather than anecdotal updates.
- Serve as a link between regional sales teams and central commercial reporting, ensuring alignment with global definitions and frameworks.
- Contribute to quarterly business reviews, monthly senior leadership reporting, and ad hoc deep dives as required.
- Support the evolution of scalable distribution reporting and analytics frameworks across CRM and enterprise data environments.
- And other responsibilities as required.
What you bring
- Strong analytical and quantitative skills with a high level of attention to detail.
- Advanced comfort working with Salesforce reporting, dashboards, and data extraction (Excel proficiency essential; BI tools a strong plus).
- Ability to distill, structure and communicate insights clearly to non-technical collaborators.
- Strong commercial judgment and ability to focus analysis on decisions and outcomes, not just outputs.
- Comfort working in a fast-paced, evolving environment with multiple collaborators and competing priorities.
- Ability to see the bigger picture while maintaining disciplined execution on data quality and process.
- Excellent written and verbal communication skills.
- High personal standards, strong work ethic, and a mentality of continuous improvement.
Education Preferred
- BS/BA degree or equivalent experience.
- MBA, CFA, or CAIA beneficial but not required.
Experience
- 3-5 years' experience in commercial operations, sales analytics, strategy, or performance analytics within asset management, private markets, or financial services.
- Prior experience supporting fundraising, pipeline management, or sales enablement functions strongly preferred.
Associate, Business Intelligence - Global Private Wealth (EMEA & APAC) employer: CFA Institute
M&G plc is an exceptional employer that prioritises employee wellbeing and professional growth, offering a comprehensive benefits package including an 18% pension scheme, generous annual leave, and robust family support policies. Our inclusive work culture fosters collaboration and innovation, ensuring that every team member can thrive while contributing to our mission of providing confidence in financial solutions. Located in a vibrant area, we embrace flexible working arrangements to support a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Associate, Business Intelligence - Global Private Wealth (EMEA & APAC)
✨Get to Grips with Data Visualisation Tools
If you're aiming for a full-time role in business intelligence, brush up on your skills with popular data visualisation tools like Tableau or Power BI. Showcasing projects where you've transformed raw data into clear visual insights can give you a real edge.
✨Join Local Business Intelligence Meetups
Look for local business intelligence meetups or analytics conferences in your area. These events are not just great for learning but also for networking with industry professionals who could lead you to opportunities at companies like CFA Institute!
✨Engage with Online BI Communities
Join online forums or communities focused on business intelligence—think LinkedIn groups, Reddit threads, or even dedicated Slack channels. Engage actively by sharing your insights and asking questions; this can help you build visibility and connect with potential employers.
✨Leverage Your University’s Career Support
If you're a recent graduate, definitely tap into your university's career services. Many have connections with companies in need of full-time BI specialists, and they can guide you on how to pitch yourself effectively—don't miss out on that!
We think you need these skills to ace Associate, Business Intelligence - Global Private Wealth (EMEA & APAC)
Some tips for your application 🫡
Highlight Your Analytical Skills:In the business intelligence field, showcasing your analytical skills is a must. Make sure your CV includes relevant experience with data analysis tools, programming languages like SQL or Python, and any projects where you've interpreted complex data sets to drive business decisions.
Showcase Your Business Acumen:Don't just focus on data; show us how you can apply your insights to real-world business problems. Highlight projects where you made a tangible impact on company performance, and be prepared to explain your thought process in your cover letter.
Tailor Your Documents for Us:When applying for a full-time role at CFA Institute, tailor your CV and cover letter to reflect our organisational goals and strategies. Mention specific tools and methodologies that align with what we do—this shows you’ve done your homework and are genuinely interested in our mission!
Include Relevant Certifications:Certifications like Google Data Analytics or similar qualifications can really make you stand out in business intelligence. Include these in your application, as they demonstrate your commitment to the field and your willingness to stay current with industry standards.
How to prepare for a job interview at CFA Institute
✨Show off your analytical skills
In a business intelligence role, you're going to need to demonstrate your analytical prowess. Be prepared to discuss specific tools you've used, like SQL, Tableau, or Power BI. Have real-world examples ready where you’ve turned data into actionable insights – this is what makes us shine in interviews!
✨Practice your technical know-how
Expect some technical questions during the interview that dive deep into your understanding of data modelling and analytics frameworks. Brush up on your knowledge of data warehousing concepts and be ready to tackle any real case scenarios they might present. They’ll want to see how you approach problems using your BI toolkit.
✨Portfolio of Projects
Since it's a full-time role, having a strong portfolio is key! Compile case studies demonstrating your previous projects, preferably showing how your insights led to business improvements. This can help us display how you think through complex datasets and your problem-solving process, which is what employers are keen on seeing.
✨Know their business model
Get familiar with CFA Institute’s business model and recent data-driven decisions. Be prepared to discuss how your skills can specifically support their objectives or challenges. Understanding their landscape shows that you’re not just a data buff, but you’re also genuinely interested in how BI can impact their bottom line.
