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HarbourVest

Global private markets investment manager

Director Client Service - Quantitative Investment Sciences

Customer SupportConfirmed live in the last 24 hours
Full-timeBoston, MA, USA

About the Job

Requirements

  • A bachelor's degree is required; a master's degree or equivalent experience in Business, Finance, Economics, Mathematics, Statistics, or a related field is preferred. A CFA or equivalent experience, or a CAIA designation, is a plus.
  • Seven to ten years of client-facing experience in institutional client service or relationship management within private markets, asset management, or financial technology.
  • QIS-focused client service orientation and comfort engaging on quantitative concepts and translating them for non-technical audiences, supported by strong presentation and writing skills.
  • Strong process-management capability, collaborator management, and ability to drive internal alignment and change management.
  • Experience collaborating with investment, quantitative, and technology teams to identify and resolve issues.
  • Client-centric approach focused on consistent, high-quality experiences, balancing quantitative rigor with a pragmatic client-centric perspective and clear communication.
  • Strong verbal and written communication skills and ability to build relationships and convey complex concepts clearly.
  • Strong process orientation and comfort operating an intake and triage model across collaborators.
  • Ownership attitude and enthusiasm for defining new processes, systems, and standards to scale support practices.
  • Strong proficiency in Microsoft Office, especially Excel and PowerPoint; familiarity with Salesforce is advantageous.

Responsibilities

  • Build and manage the dedicated QIS Client Service team, developing a scalable and repeatable model that delivers a superior client experience.
  • Serve as the primary point of contact for existing clients, focusing on delivering a positive, holistic client experience.
  • Manage incoming routine QIS-related requests and questions, coordinating with the QIS team as necessary.
  • Ensure incoming QIS-related requests received by Client Service are accurately logged in the system to support benchmark tracking and analytical reporting.
  • Define, measure, and communicate service key performance indicators to key internal stakeholders, including QIS request volumes, turnaround times, and resolution rates.
  • Roll out new QIS processes and procedures and manage internal change management to support new QIS capabilities.
  • Empower and prepare the broader Client Service team to effectively address QIS-related client needs.
  • Collaborate with the QIS team to develop client-facing communications, frequently asked questions, and standard responses to ensure consistent, high-quality support.
  • Partner with QIS, Investor Relations, Technology, and Operations to resolve issues and continuously improve the client experience, including triaging requests related to the portal or QIS tools.
  • Enhance cross-functional partnerships and integrate QIS client service efforts into firm-wide processes.

Desired Qualifications

  • Experience in marketing planning and content creation within financial services is a plus.
  • A master's degree or equivalent experience in Business, Finance, Economics, Mathematics, Statistics, or a related field is preferred.
  • A CFA or equivalent experience, or a CAIA designation, is a plus.
  • Familiarity with Salesforce is advantageous.

About the Company

HarbourVest

Global private markets investment manager

HarbourVest Partners is a global private markets investment firm focusing on private equity through fund-of-funds, secondary investments, and direct co-investments in operating companies. It channels capital into private equity via commingled funds or customized separate accounts, spanning venture capital and leveraged buyouts. The firm differentiates itself with a globally scaled, integrated platform that combines multiple investment channels and flexible client structures. Its goal is to make private markets accessible to a wide range of investors by offering diverse, multi-channel private equity opportunities.

Company size
1,001-5,000
Company stage
Not listed
Total funding
$10.2B
Headquarters
Boston, MA
Founded
1982

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