4,680 Analyst And Investor jobs in the United States

Analyst, Global Client Solutions

Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Ares Management is looking to hire an Analyst for the Global Client Solutions ("GCS") team in Los Angeles. Investor Services is expanding its team to support the firm's strategic objectives related to fundraising and client service. Investor Services acts as a centralized point of contact for external clients, internal teams and service providers on investor data, onboarding, inquiry management and data rooms across all business lines at Ares (credit, private equity, real assets, infrastructure, secondaries and strategic initiatives). This is a unique opportunity to join a growing team that is defining new processes, building technologies and launching enterprise-wide functions.

The individual will be responsible for data room contact and document maintenance, capturing and maintaining investor data, supporting investor onboarding efforts, coordinating with external and internal teams, general team administrative items and projects. As this is a new team, the role will require a dynamic, adaptive, and proactive professional who can help identify enhancements to new and existing processes.

Reporting Relationships:

• Reports to: Principal, Head of Investor Services; Vice President, Investor Services North America Team Lead

Primary Functions and Essential Responsibilities:

• Work closely with Relationship Management and Product Management teams, globally, to streamline and centralize processes across different groups including Finance, Accounting, Legal, Tax, Compliance and Technology
• Capture investor data during the onboarding process and investor lifecycle maintenance
• Respond and resolve investor-related inquiries and/or requests in a timely manner
• Identify and escalate complex cases or queries to senior team leads
• Reconcile data to Fund Administrators' and follow procedures to resolve any breaks
• Manage investor data rooms including set up, document and contact maintenance
• Support investor onboarding process, which includes review of all onboarding documents such as subscription agreement, AML/KYC, regulatory related and tax documents
• Assist in developing, implementing, documenting and training on new workflows and procedures utilizing technology to create and improve processes and drive change
• Build a strong network across the firm and with external vendors to facilitate strong collaboration and promote best practices across business operations groups including Technology, Finance, Accounting, Human Resources, Legal, Tax, Compliance, Fund Administrators and External Counsel

Qualifications:

• Strong team player who enjoys collaboration, working cross-functionally and demonstrates willingness to assist with various tasks, as needed
• Eagerness to learn and grow within the alternative investment industry
• Critical thinker with ability to think creatively to troubleshoot and resolve issues
• Comfortable and capable of managing multiple priorities from multiple sources, including internal and external requestors
• Ability to prioritize and multi-task under pressure and across time zones to drive processes and results
• High attention to detail and customer experience to provide a best-in-class client experience
• Demonstrate a high level of integrity to protect sensitive client information
• Outstanding presentation, communication, writing, and interpersonal skills
• Strong Microsoft suite skills, especially Excel and PowerPoint skills, Visio is a plus

Education:

• College graduate with outstanding academic record

Experience Required:

• 1-3 years of professional experience in a fast-paced, self-driven role, preferably within investment/wealth management, business management/strategy, consulting, and/or financial services
• Experience with Salesforce and/or Intralinks is a plus
• Experience in customer service is a plus
• Experience working with alternative asset classes is a plus
• Spoken or written multilingual proficiency is a plus

Compensation:

$75,000 - $85,000 / annum

The firm also offers robust benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

Welcome to the intersection of energy and home services. At NRG, we're all about propelling the next generation of leaders forward. We are driven by our passion to create a smarter, cleaner and more connected future. We deliver innovative solutions that make our customers' lives easier-helping them power, protect, and intelligently manage their homes and businesses. To do this, we need creative and talented people to join our company.
We offer a dynamic work environment and a unified and inclusive culture. NRG fosters a strong sense of belonging that leads to better collaboration and business performance. Our company programs are designed to help employees develop the skills they need for success now and in the future. In everything we do, we aim to champion our employees and bring value to our customers, investors and society.
More information is available at Connect with NRG on Facebook, Instagram, LinkedIn and X.
**Job Summary:**
As a member of NRG's highly effective investor relations team, the Senior Analyst will support the development and execution of strategic communications with the investment community. This role requires strong analytical, writing, and interpersonal skills, with a focus on preparing external-facing materials, managing earnings-related deliverables, and supporting investor engagement. This includes developing marketing materials and scripts while supporting the research, presentation, and communication needs of the Chief Executive Officer, Chief Financial Officer, and other senior executives. The ideal candidate is intellectually curious, detail-oriented, and eager to develop a deep understanding of NRG's business and the broader energy landscape.
**Essential Duties/Responsibilities:**
+ Support the development and execution of NRG's investor relations strategy
+ Contribute to the development of strategic communications with the internal and external stakeholders
+ Assist in the preparation of quarterly earnings materials, including the presentation, press release, executive transcripts, and Q&A briefing documents
+ Assist in the preparation of ad-hoc analytical and strategic projects
+ Coordinate logistics and content for investor meetings, including roadshows, conferences, office visits and Investor Days
+ Monitor industry and peer developments; evaluate reports and publications and communicate results
+ Partner with internal teams across the organization to promptly address both internal and external stakeholder questions
+ Track and distribute relevant news, analyst reports, and market commentary related to the company and peers
**Working Conditions:**
+ Open office environment
+ Hybrid schedule with a minimum of 3 days per week in office (Princeton)
+ Extended hours and moderate travel may be required
**Minimum Requirements:**
+ Bachelor's degree in finance, economics, accounting or business administration
+ 2 to 4 years of relevant work experience; including investor relations, finance, accounting, communications, securities law, and/or regulatory
+ Experience in highly collaborative work environments
**Preferred Qualifications:**
+ Knowledge of the utility and power sectors preferred
**Additional Knowledge, Skills and Abilities:**
+ Excellent verbal and written communication skills
+ Proficiency in Microsoft Office, with strong skills in PowerPoint and Excel
+ Proven ability to build and maintain cross-functional relationships
+ Attention to detail and proven analytical and organizational skills
+ Self-starter with ability to work independently and manage multiple priorities and timelines
+ Level, Title and/or Salary may be adjusted based on the applicant's experience or skills
**Physical Requirements:**
+ Ability to work in a typical office environment with prolonged periods of computer use
+ Must be able to attend meetings in person and virtually as required
+ Occasional travel may be necessary
The base salary range for this position is: $112,750-$153,780* *The base salary range above represents the low and high end of the salary range for this position. Actual salaries will vary based on several factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Other rewards may include annual bonus, short- and long-term incentives, and program-specific awards. In addition the position may be eligible to participate in the benefits program which include, but are not limited to, medical, vision, dental, 401K, and flexible spending accounts.
NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Protected Veteran Status/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills.
EEO is the Law Poster (The poster can be found at description on file with Talent.

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

JOB OVERVIEW

At Wellington Management you will continually learn, develop, and expand your skills. As part of an inclusive culture, you will meet smart, progressive individuals who will challenge you to solve problems, anticipate our clients’ needs, and enhance our proprietary systems and platforms. This is a great opportunity for an experienced Systems Analyst to join a strong, collaborative team in a role focusing on analysis with leadership and advancement opportunities on our Investor Application Support Team. The individual will be responsible for requirements, systems analysis, testing, and project management. This position requires a high level of direct interaction with business users and excellent communication and delivery skills. This individual must be a self-starter with the ability to multi-task and work on a variety of assignments with people at all levels of the organization.

RESPONSIBILITIES

• Interact directly with business partners at all levels of the organization to define, analyze and document requirements, as well as set priorities

• Work hands-on with our Guideline Monitoring application to design and enhance features.

• Reverse engineering a vendor application to modify its behaviour for our business needs.

• Ensure quality of product by enforcing high standards in testing and building audit/validation controls

• Assist in writing test plans to ensure software quality is up to standards

• Become subject matter expert in our current suite by using application.

• Act as an escalation point person for support issues that require detailed analysis and management

• Ensure on time, scalable and high-quality business solutions

• Provide input into system design to help the programming teams define effort and implementation schedules

• Provide regular status reporting and issue tracking

QUALIFICATIONS

• Strong analytical and problem-solving skills, with high attention to detail

• Hands-on knowledge of SQL and relational database technology

• Comfortable performing in-depth, detailed analysis, including the ability to manipulate and re-examine data from various perspectives to gain comprehensive insights.

• Strong aptitude for technology and ability to reverse engineer applications

• Ability to navigate and interpret application log files to troubleshoot issues and gain insight into system behavior, even without deep expertise

• Excellent written and verbal requirements for functional specifications, use cases, and test plans

• Strong client relationship skills and proven ability to build consensus

• Experience working directly with business partners to understand their needs and deliver solutions that meet those needs

• Change agent, creative, innovative, and focused on continuous improvements

• Self-motivated and willing to work in an energetic, fast paced team environment

• Experience supporting critical production applications

• Prior years of experience as a systems analyst in the financial services industry

• Understanding of financial instruments such as stocks, bonds, swaps, options, futures, forwards, derivatives, and FX

• Experience with advanced investment data concepts such as holdings, transactions, security master, analytics, and performance

• Detailed knowledge and experience of investors workflows in areas of research, valuation, analysis, and portfolio construction

• Bachelor’s degree is required

• Use of Linux is a plus

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to r ace, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 80,000 - 180,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

For more information, please visit (

The Company You'll Join

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta's platform of software and services lays the groundwork so you can build, invest, and scale with confidence.

Carta's Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.

Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don't work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta's software for the Office of the Fund CFO does just that - it's a new category of software to make private markets look more like public markets - a connected ERP for private capital.

For more information about our offices and culture, check out our Carta careers page.

The Problems You'll Solve

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Investor Servies Support Analyst you'll work to provide solutions and nurture successful, trusting relationships with all internal and external customers. You will:

• Provide timely and accurate information to inbound customer requests via phone and email channels
• Ensure accurate documentation of customer interactions within Salesforce to facilitate feedback between Support and Product, as well as with the customer
• Triage incoming requests and identify trends/patterns across customer base in order to flag issues as well as potential solutions for the rest of the team
• Conduct demos/webinars with customers as they are scheduled
• Provide front-line Support for all competencies managed by the IS Support Team
• Contribute to the ongoing learning and success of the team/company by sharing knowledge through mentorship, collaboration, and thorough documentation

The Team You'll Work With

We are looking for an individual to work alongside our Investor Services Support team within our Venture Capital Organization to help build the world's next great investor platform. We put our customers first, are willing to learn and grow, are problem solvers, work with urgency, ensure data security is a priority, maintain a professional community and work as one team.
About You

• Able to communicate professionally in English with English-speaking clients
• Ability to articulate both technical software issues as well as address equity/finance/accounting related questions in an accurate and concise manner in English both verbally and in writing
• Comfortable learning quickly and taking on new challenges
• Exhibit diplomacy, tact, and poise under pressure when working through customer issues as well as a strong sense of curiosity to solve problems
• Demonstrates an ability to communicate in a timely and accurate manner with customers and internal teams
• Experience in a Customer Service or client-facing role within SaaS
• Proficient in Excel
• Equity, financial or venture capital background is a plus

The Interview Process

We'll review your application and if interested will schedule a phone interview to get to know each other. If that goes well, you'll be given a written assessment to complete, and the final stage is a formal interview with several panels covering different aspects of the position.

Disclosures:

• We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.
• Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
• For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
• Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to

R92608 Senior Systems Analyst, Investor Support

Category:

Analytics BI & AI

Employment Type:

Direct Hire

Reference:

BH-

JOB OVERVIEW
We are currently seeking a strong Senior Systems Analyst to play a key role, deliver solutions to our business partners, solve complex problems, and strive to advance and sustain world-class technology platforms. This position requires strong analytical skills, with a high attention to detail, and a desire to analyze and solve complex problems. This individual must be a self-starter with the ability to multi-task and work on a variety of assignments with people across the organization. Excellent organization, communication, and delivery skills are required. This individual must be a team player with a desire and willingness to learn. As a member of the Investor Application Support Team, the Senior Systems Analyst plays a critical role in Wellington's success by providing continuous support and solutions to the firm's globally located investors across Asset Allocation, Commodities, Equity, Fixed Income, Macro Analysis and Risk Management.

RESPONSIBILITIES
Interact directly with investment professionals at all levels of the organization as a trusted advisor

Answer functional and technical questions from investment professionals about their tools, data, and reports in the areas of research, valuation, risk management, portfolio analysis and portfolio construction

Respond to requests from our business for ad hoc analysis as well as other information delivery solutions

Design, support, improve, and develop data validation and productivity tools and processes

Manage production incidents, determining root cause, appropriate corrective actions, and follow-up

Proactively identify issues and opportunities for improved methods and approaches to support investment processes

KEYS TO THE POSITION:
Must have experience supporting investors - Proficient in the front and middle office functions of Order Management Systems? Prefer to see candidates that have experience working with investment tools, research tools, investment reporting, Factset/Bloomberg background, and the like. This person needs to know the basics of holdings, transactions, benchmarks, etc?

Must have experience with Fixed Income and Derivatives? This is the primary area for Level 2 support?
They will be working with the Portfolio Analysts to support them on any of their requests.

Must have strong SQL skills

Excellent communication and interpersonal skills as this person will be working directly with the users.

QUALIFICATIONS
Master's degree in computer science, business, economics, finance, mathematical finance, or related subject

With two years of business analysis or systems analysis experience in trading, investment management, or financial services environment

* Or a bachelor's degree in related subject

* With five years of business analysis or systems analysis

experience

Analytical and problem-solving skills in buy-side investment management systems and data technologies

Writing business requirements, functional specifications, use cases, and test plans

Business analysis or systems analysis experience in financial statement analysis, investment management or financial services environment

Experience with financial instruments including stocks, bonds, swaps, options, futures, forwards, derivatives, and FX

Experience with advanced investment data concepts including holdings, transactions, security master, analytics, and performance

Experience of investment workflows in the areas of research, valuation, analysis, risk management and portfolio construction

Experience writing SQL queries and working with database technologies such as Oracle or SQL Server

Experience working with Market Data platforms such as Bloomberg and FactSet

Experience with Python development

Client relationship skills

Experience working directly with business partners to understand their needs and deliver solutions that meet those needs

Estimated Min Rate : $
Estimated Max Rate : $

What's In It for You?

We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh's network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh's extensive talent community that will provide you with access to Yoh's vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities

Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit
to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.

Title: Sr. Systems Analyst - Investor Support
Location: Boston, MA (Hybrid) (Local or nearby candidates preferred)
Duration: 12 months (contract to hire)
This is a RTH and we will be looking to convert most likely around the 1 year mark.

Keys to the position:
Must have experience supporting investors - Proficient in the front and middle office functions of trade lifecycle management tools such as CRD. Prefer to see candidates that have experience working with investment tools, research tools, investment reporting, Factset background, and the like. This person needs to know the basics of holdings, transactions, benchmarks, etc
Must have experience with Fixed Income and Derivatives. This is the primary area for Level 2 support. They will be working with the Portfolio Analysts to support them on any of their requests.
Must have strong SQL skills
Excellent communication and interpersonal skills as this person will be working directly with the users.
There is Production support on a rotation basis requirement - once every 2 months and the person is expected to check the tests that are running and escalate or fix if need be.
The time commitment varies from 30 minutes to 3hrs when on-call

OVERVIEW
The Investor Engagement team plays a critical role in success by providing continuous support and solutions to the firm's globally located investors across Equity, Fixed Income, Multi-asset, Alts and Hedge Funds. There is an opportunity for a motivated Senior Systems Analyst who is proficient in the front and middle office functions of trade lifecycle management to play a key role in this large team.

RESPONSIBILITIES
Interact directly with investment professionals at all levels of the organization as a trusted advisor.
Respond to functional, data, and technical questions related to our trade lifecycle management tools from end-users.
Troubleshoot issues, determine root cause, and identify appropriate corrective actions for the trade lifecycle management tools.
When necessary, manage production bridges to resolve significant systems and data issues.
Provide clear verbal and written communication to both end-user and technical audiences and be able to guide both users and developers to solutions.
Ensure that service levels within this critical support area are maintained at a high level.

QUALIFICATIONS
Bachelor's degree in Computer Science, Business, Economics, Finance or a related subject.
5+ years business or systems analysis experience in global capital markets.
Experience with CRD, Murex or other OMS platforms for real-time portfolio analytics, P&L and exposure is desirable.
Experience with SQL is required.
In-depth understanding of financial instruments such as stocks, bonds, swaps, options, futures, forwards, derivatives and FX.
Experience with advanced investment data concepts such as holdings, transactions, security master, analytics, performance, and attribution.
Hands-on experience working directly with investment professionals.
Excellent written and verbal communication skills.
High attention to detail and strong commitment to delivering quality, professional work is absolutely essential for this position.
Willingness and ability to work independently and as part of a team, in a fast-paced, business-critical environment.

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, which translates to 2-3 days minimum per week in the office.

Do you want to play a crucial part in improving data at a top private equity firm? As a Senior Business Analyst at HarbourVest, you will craft & execute strategies to improve investor & client data towards helping HarbourVest be more efficient, deliver a better client experience, and reduce risk. The Senior Business Analyst, Investor & Client Data will work closely with multiple internal & external teams - Investor Relations & Commercial Operations, Wealth Strategy & Distribution, Marketing, Client Services & Administration, Regulatory & Compliance, IT, external fund administrators, and data & technology vendors - to develop a sustainable & scalable data model meets the needs of those businesses. We are seeking an analytical, interpersonal, and growth-minded individual who is passionate about delivering data & technology solutions for a global private equity firm.

The ideal candidate is someone who is:

• Demonstrated proficiency in crafting and integrating data models, tools, and technologies specific to financial services.
• Proficient in CRM systems (Salesforce), data modeling, and architecture.
• Experienced in developing data governance frameworks.
• Proficient in data analysis and consolidating data from various systems.
• Coordinated, strategic, and passionate about data solutions.
• Knowledgeable about private equity operations, data, and tools (eFront).
• Able to work collaboratively with a variety of teams and external collaborators.

What you will do:

• Formulate and apply an Investor & Client data model to align with business objectives.
• Guarantee the precision, thoroughness, and uniformity of data across various systems.
• Coordinate data collection, maintenance, and accuracy across various platforms.
• Improve client insights by developing reporting tools in Salesforce and Power BI.
• Identify and implement process improvements to optimize data workflows.
• Ensure compliance with regulatory standards and internal policies.
• Collaborate with internal teams and external partners to fulfill data needs.
• And other responsibilities as required.

What you bring:

• Experience in automating data input, analysis processes, and reporting.
• Familiarity with data visualization tools such as Salesforce, Power BI, or Tableau.
• Ability to handle numerous tasks and meet deadlines in a fast-paced environment.
• Strong quantitative, analytical, and problem-solving skills.
• Outstanding ability to maintain order and focus on details.
• Proficiency in conveying information accurately through written and verbal means.
• A great teammate with the ability to collaborate across departments.
• Proficiency in financial services, particularly private equity and wealth distribution, is greatly valued.

Education Preferred:

• Bachelor's degree in Business, Finance, Economics, Data, Technology, or an equivalent. Master's degree or equivalent experience preferred.

Experience:

• 2-8+ years of experience in data management, financial services, or private equity - preferably in a data and/or technology strategy role.

#LI-Hybrid

Position Information

Hiring Manager:
Vice President
Department:
Investor Communications

Department Overview

The Investor Communications Department ("IC") supports the Firm's capital raising efforts across various products, strengthening its relationship with investors and contributing to the overall growth of the Firm. The group is responsible for investor services and acts as the liaison between clients and senior management. The department is also responsible for investor onboarding and is the primary point of contact for investor reporting and ongoing account maintenance. The group collaborates closely with department leadership, business unit heads and the Business Development and Marketing Groups to develop and execute plans in line with business objectives.

Position Responsibilities

The Analyst (or Junior Analyst) will join the Firm's growing Investor Communications Department. The Investor Communications Group serves as a key point of contact to the Firm's investor base. This role requires a motivated individual who takes a proactive approach to working with other team members and departments and is able to handle tight deadlines in a meticulous, process-driven environment.

Responsibilities include but are not limited to:

• Processing new investor subscriptions including the collection and analysis of legal documentation
• Building out working procedures to be used by the team which will ensure a consistent process is followed
• Participating in the review process of critical Investor Communications projects
• Internal review of onboarding documentation provided to investors
• Entering and reviewing information in the CRM databases
• Corresponding with Back Office Teams on day-to-day and ad-hoc activity
• Participating, on occasion, in calls with internal and external legal partners and clients
• Liaising with clients during the onboarding phase for the purpose of processing subscription documents and gathering Anti-Money Laundering documentation

Candidate Requirements

Qualifications & Experience:

• Bachelor's degree required
• At least 1 year of relevant experience
• Strong understanding of AML and CAMS designation preferred
• Meticulous attention to detail and accuracy
• Paralegal background or experience reviewing legal documentation is a plus
• Excellent organizational and prioritization skills
• Proven ability to work well both independently and as part of a team
• Experience reviewing and understanding entity formation / organization documents
• Proficient in MS Office products, specifically Word and Excel
• Knowledge of Microsoft Dynamics and Refinitiv (World Check) is a plus
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Critical Competencies for Success

Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together.

• Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.
• Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.
• Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.
• Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.

The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.

• Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications.
• Technical Communication and Documentation: Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience.
• Investor Data Governance: Follows appropriate policies and procedures to enter and manage investor data, including evaluating issues with investor data and taking appropriate steps to address them and communicating with others regarding investor data governance to ensure accuracy and integrity.
• Investor Management: Handles or manages investor onboarding, reporting and inquiries. Understands how to prepare and check reports, gather subscription-related data from investors (e.g., legal documentation) and answer investor inquiries regarding onboarding, subscriptions and reports.
• Tax and AML Regulatory Compliance: Complies with tax and AML laws and regulations related to due diligence, withholding and reporting. Stays informed of changes to tax law, regulations and legal cases to communicate impact to relevant internal and external stakeholders.
• Innovative Mindset: Leverages a detailed, agile and creative mindset to master processes and responsibilities, as well as drive value-added enhancements, continuous process improvement and proactive learning through new technology, processes and people.

Compensation & Benefits
For Illinois Only: It is expected that the base salary range for this position will be $65,000 to $0,000 for an Analyst and 55,000 to 70,000 for a Junior Analyst. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an 'at-will position' and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors.

Golub Capital is an Equal Opportunity Employer.

Due to the highly regulated nature of Golub Capital's business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility.

Overview

Why join?

Join us in revolutionizing an entire industry's customer engagement. We prioritize human connection through technology. If you're driven by purpose and want to make a meaningful impact on people's lives, this is the place for you. Our team challenges norms with the support of a trusted American brand.

• Purpose: A leading professional services firm found that AAA Life associates demonstrate some of the highest levels of commitment, empathy, and dedication when compared to top U.S. companies in a benchmark analysis.
• Growth: We have the privilege to offer our products to tens of millions of Americans that make up the AAA member base
• Focus is on "working families", "everyday Americans", "ordinary citizens", "mainstream population" "average income households", providing life insurance products that truly impact people's lives (more information will be provided in the interview).
• Team (Culture): USA Today named us a 2024 and 2025 top US workplace

Who are we looking for?

Operating within the core values and operating principles of the organization, the primary function of the Financial Modeling Analyst is to develop and maintain financial models, prepare performance reports, track key business metrics and deliver insightful analysis to support strategic decision-making across the organization.

Responsibilities

How will you contribute?
Financial Forecasting and Analysis:

• Develop, maintain, and enhance complex financial models to support forecasting, budgeting, and strategic planning.
• Design and produce regular performance reporting dashboards and presentations for leadership, incorporating key financial and operational metrics.
• Track and analyze KPIs to identify trends, variances, and opportunities for improvement.
• Develop ad-hoc financial models and scenario analyses to assess business opportunities, cost-saving initiatives, and investment decisions.
• Conduct variance analysis comparing actual results to forecasts and budgets, providing actionable insights.
• Support monthly and quarterly financial review processes with clear, data-backed explanations.

Communication and Reporting:

• Collaborate with cross-functional teams to gather data and insights for forecasting, analysis, and reporting.
• Present findings to management and leadership teams, providing clear explanations and recommendations.
• Maintain comprehensive documentation of financial models, methodologies, and assumptions.

Process Improvement:

• Continuously assess and enhance analytic and forecasting methodologies and processes.
• Identify and implement improvements to streamline data collection, analysis, and reporting.

Qualifications

What do you offer?

• Bachelor's degree in Accounting, Finance, Business Administration, Economics, or related field.
• Minimum of two (2) years of experience in financial modeling, forecasting or FP&A roles.
• Strong proficiency in statistical modeling and data analysis tools (e.g., Excel, Power BI, Python).
• Knowledge of financial regulations, compliance, and reporting standards.
• Previous experience with statutory and GAAP accounting for life insurance preferred.
• Ability to communicate effectively at various levels within the organization.
• Ability to work independently and manage multiple priorities in a fast-paced environment.

What can we offer?

• Enjoy a hybrid work environment that promotes work-life balance.
• Comprehensive medical, dental, and vision coverage starting from your first day.
• Employer 401k match and employer contribution to a pension plan.
• Generous PTO and paid parental leave to support your family needs.
• Opportunities for associate engagement in various social programs and community involvement initiatives backed by the company.

#LI-Hybrid