Senior Associate, Global Private Wealth - Investor Relations
Core
Partner with external wholesalers to raise capital for HarbourVest's private markets solutions in the US, Canada, and Latin America by creating and maintaining relationships with financial advisors.
Role type
Senior Associate, Investor Relations (Private Wealth)
Builds
Private and registered investment funds distribution
Domain
Private Wealth / Alternative Investments
Deliverable
client delivery
Required skills
Capital Markets Knowledge, CRM management, Financial Advisor relationship management, Sales support, Complex investment product communication, Meeting follow-up
Preferred skills
Outbound call activity management, Competitive landscape analysis, Task prioritization
Technologies
MS Word, MS Excel, CRM
Responsibilities
Act as a liaison between External Wholesalers and financial advisors, Lead business meeting follow-up activities, Communicate complex alternative investment capabilities to prospective clients, Maintain strong understanding of competitive landscape across strategies and structures
Seniority
Mid-level (3-6 years experience preferred)