Senior Associate, Business Intelligence - Global Private Wealth

Job Description Summary

For over forty years, Harbour Vest 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.

Harbour Vest is an equal opportunity employer.

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 Senior Associate, Business Intelligence, is a hands‑on analytical partner within Global Private Wealth (GPW) Commercial Operation. This role works closely with IT, data engineering, sales and marketing teams to design and scale Snowflake‑based data structures, develop dashboards, and deliver reporting that supports commercial decision‑making across GPW.

Embedded within GPW Commercial Operations, this role ensures consistency in data architecture, metric definition, and reporting across sales and marketing activities. By establishing a structured and scalable data foundation, the Senior Associate enables a unified view of commercial performance and supports direct alignment to pipeline development, fundraising, and sales outcomes.

• Partner with IT and data engineering teams to design, refine, and scale Snowflake data models aligned to GPW use cases
• Translate business requirements into structured data models, tables, and views that enable scalable analytics
• Integrate data across CRM, marketing platforms, and transaction systems to support consistent and reliable reporting
• Anticipate future analytical needs and evolve data models to support advanced and emerging use cases

• Design, build, and maintain Power BI dashboards used by sales, marketing, and leadership teams
• Develop reporting across fundraising, pipeline, forecasting, sales activity, and marketing performance
• Establish dashboard standards and reusable patterns to improve consistency and usability across GPW reporting
• Ensure dashboards are intuitive, visually compelling, and structured to support decision‑making

• Define and maintain core KPIs supporting GPW commercial performance across pipeline, fundraising, advisor engagement, and marketing activity
• Ensure consistency of metrics across regions, platforms, and reporting outputs
• Partner with business and technology teams to improve data quality, completeness, and standardization

• Conduct deep‑dive analysis on sales performance, marketing effectiveness, and distribution trends
• Identify patterns, gaps, and opportunities across pipeline progression and engagement activity
• Translate complex data into clear, actionable insights that support sales prioritization and commercial strategy

• Advanced experience with Power BI, including dashboard development, data modeling, and Data Analysis Expressions (DAX)
• Strong proficiency in SQL for querying, transforming, and validating data
• Experience working with Snowflake or similar cloud‑based data platforms
• Understanding data modeling, data pipelines, and reporting architecture
• Experience in asset management, private markets, wealth management, or financial services strongly preferred
• Strong analytical and problem‑solving skills with the ability to translate complex data into actionable insights
• Ability to collaborate…