Associate, Global Private Wealth in London
Associate, Global Private Wealth

Associate, Global Private Wealth in London

London Full-Time 50000 - 70000 £ / year (est.) Home office (partial)
CFA Institute

At a Glance

  • Tasks: Support fundraising efforts and collaborate with Account Managers to secure new business.
  • Company: Join HarbourVest, a leading global private equity firm with a vibrant culture.
  • Benefits: Enjoy hybrid work, 18 remote days per quarter, and opportunities for professional growth.
  • Other info: Dynamic workplace with a focus on diversity, inclusion, and career advancement.
  • Why this job: Make an impact in private wealth management while developing your skills in a supportive environment.
  • Qualifications: Experience in private equity or wealth management, strong analytical skills, and a team-oriented mindset.

The predicted salary is between 50000 - 70000 £ per year.

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 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.

The position will work closely with the EMEA Global Private Wealth fundraising team. The breadth of responsibility will cover a wide array of areas of expertise but will be focused on supporting Account Managers to secure new business to meet fundraising objectives.

The ideal candidate is someone who:

  • Has private equity or private markets experience; and/or
  • Has wealth management or private banking experience.
  • Has knowledge of various wealth management client profiles including private banks, asset managers, fund distribution network platforms, multi‑family offices, and independent financial advisors.
  • Strong analytical and quantitative skills with attention to detail.
  • Has long‑term career ambition to be client‑facing and seek quantitative measures of success.

What you will do:

  • Support Account Managers in all aspects of the fundraising cycle from managing pipeline of fundraising opportunities, client questionnaires, presentations, due diligence meetings and closing of investor capital commitments.
  • Support Account Managers in developing and preparing investor teach‑ins/learning exchange materials and memos.
  • Support investor due diligence requests and co‑ordinate investor queries.
  • Lead client segmentation and competitor analysis to increase market penetration in Southern Europe with a focus on France and Italy.
  • Support broader firm strategy of new product development initiatives and demonstrate entrepreneurial mindset to product launch through prospecting research.
  • Prepare tailored SalesForce / Preqin reporting and analysis and execute cashflow modelling for existing and new commitments.
  • Work closely with the Wealth Product Management Team and Client Services team and other firm wide functions across all seniority to win new clients and service existing clients.
  • And other responsibilities as required.

What you Bring:

  • Ability to work in a fast‑paced environment and handle multiple projects.
  • Highly passionate/motivated (self‑starter).
  • Ability to "see the bigger picture" and get to the heart of issues rapidly.
  • Excellent interpersonal and communication skills, both written and verbal.
  • A desire to work in a team environment, often under pressure.
  • Strong work ethic; genuine passion for excellence and constant improvement.
  • Personal and professional integrity of the highest order.

Education Preferred:

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

Experience:

  • 3-7 Years of experience in private markets, private wealth, investment banking, fundraising or product specialist types of roles.

Associate, Global Private Wealth in London employer: CFA Institute

At HarbourVest, we pride ourselves on being an exceptional employer that fosters a collaborative and inclusive work culture, where diversity and innovative thinking are not just valued but celebrated. Our hybrid work model offers flexibility with 18 remote workdays per quarter, allowing you to balance your professional and personal life while working alongside a dedicated team in the dynamic field of global private wealth. With a strong commitment to employee growth and development, you'll have ample opportunities to enhance your skills and advance your career in a supportive environment marked by low turnover and high energy.
CFA Institute

Contact Detail:

CFA Institute Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Associate, Global Private Wealth in London

✨Tip Number 1

Network like a pro! Reach out to your connections in the private equity and wealth management sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. We all know that sometimes it’s not just what you know, but who you know!

✨Tip Number 2

Prepare for those interviews by researching HarbourVest and its culture. Understand their values around diversity and collaboration. We want to see how you can fit into their team and contribute to their goals, so come armed with examples of how you embody those values.

✨Tip Number 3

Showcase your analytical skills! Be ready to discuss your experience with quantitative measures and how you've used data to drive decisions in past roles. We love seeing candidates who can think critically and bring fresh insights to the table.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate individuals who are eager to grow and thrive in a collaborative environment like HarbourVest.

We think you need these skills to ace Associate, Global Private Wealth in London

Private Equity Experience
Wealth Management Knowledge
Analytical Skills
Quantitative Skills
Attention to Detail
Client-Facing Skills
SalesForce Reporting
Cashflow Modelling
Interpersonal Skills
Communication Skills
Project Management
Team Collaboration
Problem-Solving Skills
Market Analysis
Entrepreneurial Mindset

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Associate, Global Private Wealth role. Highlight your relevant experience in private equity or wealth management, and show us how your skills align with what we're looking for.

Show Your Analytical Skills: Since strong analytical and quantitative skills are key for this position, don’t shy away from showcasing any relevant projects or experiences. Use specific examples that demonstrate your attention to detail and ability to handle complex data.

Be Personable: We value excellent interpersonal and communication skills, so let your personality shine through in your written application. Use a friendly tone and make sure to convey your passion for working in a collaborative team environment.

Apply Through Our Website: To ensure your application gets the attention it deserves, apply directly through our website. This way, we can easily track your application and get back to you as soon as possible!

How to prepare for a job interview at CFA Institute

✨Know Your Stuff

Make sure you brush up on your knowledge of private equity and wealth management. Understand the different client profiles and be ready to discuss how your experience aligns with the role. This will show that you're not just interested in the job, but that you genuinely understand the industry.

✨Show Your Analytical Skills

Since the role requires strong analytical and quantitative skills, prepare to demonstrate these during the interview. Bring examples of past projects where you've used data to drive decisions or improve outcomes. This will highlight your attention to detail and problem-solving abilities.

✨Emphasise Teamwork

HarbourVest values collaboration, so be ready to share experiences where you've worked effectively in a team. Discuss how you handle pressure and contribute to a positive team environment. This will resonate well with their open-door culture.

✨Ask Insightful Questions

Prepare thoughtful questions about the firm's strategy, especially regarding new product development and market penetration in Southern Europe. This shows your enthusiasm for the role and your desire to contribute to the company's goals.

Associate, Global Private Wealth in London
CFA Institute
Location: London

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