Associate, Business Intelligence - Global Private Wealth; EMEA & APAC

About the Role

Harbour Vest is seeking an outstanding individual to join our dynamic team as an Associate, Business Intelligence – Global Private Wealth (EMEA & APAC). This role offers the chance to work with world‑class professionals in a collaborative and inclusive environment, with direct impact on our success.

Hybrid: 18 remote workdays per quarter, subject to manager approval.

• Own integrity and commercial usability of GPW opportunity data within Salesforce and related reporting environments.
• Maintain and continuously improve pipeline hygiene, definitions, and stage rigor in partnership with regional sales teams.
• Produce rigorous pipeline analysis covering conversion, velocity, coverage, and gap‑to‑target views across regions, channels, and products.
• Identify structural issues, risks, and whitespace within the pipeline and convert analysis into clear, actionable recommendations.
• Partner with sales and other collaborators to connect sales activity, engagement, and pipeline conversion into business insights.
• Be a key contributor to analysis across regional fundraising campaigns, engagement trends, and efficiency initiatives.
• Support forecasting, pacing, and performance discussions with objective data.
• Serve as a link between regional sales teams and central commercial reporting, ensuring alignment with global definitions and frameworks.
• Contribute to quarterly business reviews, monthly senior leadership reporting, and ad‑hoc deep dives.
• Support evolution of scalable distribution reporting and analytics frameworks across CRM and enterprise data environments.
• And other responsibilities as required.

• Strong analytical and quantitative skills with high attention to detail.
• Advanced comfort working with Salesforce reporting, dashboards, and data extraction;
  Excel proficiency essential; BI tools a strong plus.
• Ability to distill, structure, and communicate insights clearly to non‑technical collaborators.
• Strong commercial judgment with focus on decisions and outcomes, not just outputs.
• Comfort working in a fast‑paced, evolving environment with multiple collaborators and competing priorities.
• Ability to see the bigger picture while maintaining disciplined execution on data quality and process.
• Excellent written and verbal communication skills.
• High personal standards, strong work ethic, and continuous improvement mentality.
• Education:
  
  BS/BA degree or equivalent experience. MBA, CFA, or CAIA beneficial but not required.
• Experience:
  
  3‑5 years in commercial operations, sales analytics, strategy, or performance analytics within asset management, private markets, or financial services; prior experience supporting fundraising, pipeline management, or sales enablement functions strongly preferred.

Harbour Vest is an equal opportunity employer.