Associate, Global Private Wealth

Associate, Global Private Wealth

Full-Time 50000 - 70000 £ / year (est.) No working from home possible
Harbourvest Partners (U.K.) Limited

At a Glance

  • Tasks: Support fundraising efforts and collaborate with Account Managers to secure new business.
  • Company: Join HarbourVest, a leading global private markets firm with a dynamic culture.
  • Benefits: Enjoy hybrid work flexibility, competitive salary, and opportunities for professional growth.
  • Other info: Be part of a diverse team that values innovation and offers excellent 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 passion for client success.

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 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.

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 employer: Harbourvest Partners (U.K.) Limited

HarbourVest is an exceptional employer that fosters a collaborative and inclusive work culture, where employees are encouraged to grow their skills and thrive in a dynamic environment. With a strong commitment to diversity and innovation, the firm offers unique benefits such as a hybrid work arrangement with 18 remote workdays per quarter, ensuring a healthy work-life balance. Located in London, employees have the opportunity to engage with a global team of professionals while contributing to impactful solutions in the private wealth sector.

Harbourvest Partners (U.K.) Limited

Contact Details:

Harbourvest Partners (U.K.) Limited Recruitment Team

StudySmarter Expert Advice🤫

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

Tip Number 1

Network like a pro! Reach out to your connections in the private wealth space and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info or even a referral.

Tip Number 2

Prepare for interviews by researching HarbourVest and its culture. Understand their values around diversity and innovation, and think about how your experience aligns with their mission. This will help you stand out as a candidate who truly gets it.

Tip Number 3

Practice your pitch! Be ready to explain how your background in private equity or wealth management makes you the perfect fit for the Associate role. Keep it concise but impactful—show them you mean business!

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at HarbourVest.

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

Private Equity Experience
Wealth Management Knowledge
Analytical Skills
Quantitative Skills
Attention to Detail
Client Relationship Management
Fundraising Support

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 Passion:We love seeing candidates who are genuinely excited about the role. In your application, let us know why you're passionate about private markets and how you envision contributing to our team at HarbourVest.

Be Clear and Concise:When writing your application, keep it straightforward. Use clear language and avoid jargon. We want to understand your experiences and motivations without having to decipher complex sentences.

Apply Through Our Website:For the best chance of success, make sure to submit your application through our website. This way, we can easily track your application and ensure it gets the attention it deserves!

How to prepare for a job interview at Harbourvest Partners (U.K.) Limited

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 work where you've used data to drive decisions or improve processes. This will highlight your attention to detail and problem-solving abilities.

Be a Team Player

HarbourVest values collaboration, so be prepared to discuss your experiences working in teams. Share specific examples of how you've contributed to team success and how you handle pressure. This will help them see that you can thrive in their collegial environment.

Ask Insightful Questions

Prepare thoughtful questions about the firm's culture, growth opportunities, and the specifics of the fundraising cycle. This shows your genuine interest in the position and helps you assess if it's the right fit for you. Plus, it gives you a chance to engage with your interviewers on a deeper level.