HarbourVest Partners
Business Analyst – Wealth Management / IT
HarbourVest has partnered with high‑net‑worth clients and their financial advisors for more than a decade, using a $155 billion private‑markets platform to deliver private equity, infrastructure, and private credit solutions. The Wealth Management team works closely with product groups to develop technology that supports our clients and internal stakeholders.
Hybrid Remote Work Arrangement This position is a hybrid role. You will receive 18 remote workdays per quarter subject to manager approval, allowing flexibility to balance office and remote work.
Responsibilities
Contribute to Wealth product roadmap development and delivery to achieve strategic business objectives.
Engage business and technology partners to define and document requirements, features, or user stories while proactively identifying and mitigating related dependencies or risks.
Provide input and feedback on solutions alternatives and prioritization to support delivering the highest business value.
Coordinate with teammates to iterate on feature development, testing, and readiness.
Develop test plans and support testing to ensure the technical development enables the business needs.
Capture business requirements, translating them into easy‑to‑implement technical solutions, integrations, system designs, tests, transformations, and reports.
Create and update project artifacts such as task boards, use cases, application documentation, release notes, and technical writeups.
Proactively seek challenges to identify and resolve potential issues with new development or ongoing operational support.
Identify and implement efficiencies to optimize capabilities.
Conduct or facilitate training and information sharing sessions with supporting documentation or reference material for employees and team members as needed.
Additional responsibilities as required.
Qualifications
Proven capabilities and experience in three or more of the following areas: Applications Development, Business Process and Workflow Management, Enterprise Architecture, Project Management, Quality Assurance, Infrastructure, and Systems Support.
Background in Financial Services and/or financial applications; experience with Salesforce is a plus.
Experience with Agile software development, traditional project management, and Six Sigma methodologies and techniques.
Successful results with midsized to large projects and process improvements from initiation through implementation.
Data modeling and design understanding, including conceptual and logical modeling.
Effective interpersonal and communication skills, both written and verbal, including experience translating business and technical concepts or decisions with diverse audiences.
Strength with analytical, data, problem solving and collaboration skills.
Experience with systems integrations and data mapping preferred.
Attention to detail and quality to fulfill responsibilities.
Proficient with Microsoft, process/workflow and collaboration tools.
Education Preferred
Bachelor of Arts (B.A.) or Science (B.S.), or equivalent experience.
Experience
2–5 years or more in Financial Services, preferably within investment management or private equity.
HarbourVest is an equal opportunity employer.
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Hybrid Remote Work Arrangement This position is a hybrid role. You will receive 18 remote workdays per quarter subject to manager approval, allowing flexibility to balance office and remote work.
Responsibilities
Contribute to Wealth product roadmap development and delivery to achieve strategic business objectives.
Engage business and technology partners to define and document requirements, features, or user stories while proactively identifying and mitigating related dependencies or risks.
Provide input and feedback on solutions alternatives and prioritization to support delivering the highest business value.
Coordinate with teammates to iterate on feature development, testing, and readiness.
Develop test plans and support testing to ensure the technical development enables the business needs.
Capture business requirements, translating them into easy‑to‑implement technical solutions, integrations, system designs, tests, transformations, and reports.
Create and update project artifacts such as task boards, use cases, application documentation, release notes, and technical writeups.
Proactively seek challenges to identify and resolve potential issues with new development or ongoing operational support.
Identify and implement efficiencies to optimize capabilities.
Conduct or facilitate training and information sharing sessions with supporting documentation or reference material for employees and team members as needed.
Additional responsibilities as required.
Qualifications
Proven capabilities and experience in three or more of the following areas: Applications Development, Business Process and Workflow Management, Enterprise Architecture, Project Management, Quality Assurance, Infrastructure, and Systems Support.
Background in Financial Services and/or financial applications; experience with Salesforce is a plus.
Experience with Agile software development, traditional project management, and Six Sigma methodologies and techniques.
Successful results with midsized to large projects and process improvements from initiation through implementation.
Data modeling and design understanding, including conceptual and logical modeling.
Effective interpersonal and communication skills, both written and verbal, including experience translating business and technical concepts or decisions with diverse audiences.
Strength with analytical, data, problem solving and collaboration skills.
Experience with systems integrations and data mapping preferred.
Attention to detail and quality to fulfill responsibilities.
Proficient with Microsoft, process/workflow and collaboration tools.
Education Preferred
Bachelor of Arts (B.A.) or Science (B.S.), or equivalent experience.
Experience
2–5 years or more in Financial Services, preferably within investment management or private equity.
HarbourVest is an equal opportunity employer.
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