Director, Quantitative Product Specialist

Job Description Summary

HarbourVest is a global firm dedicated to delivering impactful solutions to clients and investing partners. We foster a collaborative, open-door culture that values diversity and innovation. This position is a hybrid role with 18 remote workdays per quarter.

About the role

The Quantitative Product Specialist will combine customer success, technical support, and user research to define and execute a maturing support model. Key responsibilities include driving client and prospect engagement, contributing to marketing strategy, and enhancing cross-functional partnerships.

Responsibilities

• Drive and strengthen client and prospect engagement: Partner with Investor Relations and Client Service to actively engage clients and prospects using QIS tools, positioning them as essential resources for manager selection and portfolio construction. Host product demos and facilitate deeper conversations with investment experts to highlight QIS as a strategic differentiator. Contribute to lead generation and define success metrics for product engagement and team interactions.
• Create educational materials, commentary, standard explanatory content, talking points, and presentations that simplify complex quantitative concepts for diverse internal and external audiences. Partner with investment teams to drive adoption of QIS tools and solutions.
• Drive and Support Marketing Strategy & Execution: Work with marketing teams to develop compelling product materials, presentations, insights, and thought leadership content showcasing QIS capabilities. Support investor communications by translating quantitative concepts into clear, client-friendly messaging.
• Product Development and Competitor Intelligence: Partner with Product Management to refine product roadmap based on market trends and investor feedback. Gather competitive intelligence and identify opportunities for product differentiation. Collaborate with marketing to host and attend industry events, broadening QIS brand exposure.
• Operations & Reporting: Define, measure, and communicate KPIs to key internal stakeholders on QIS platform engagement. Enhance cross-functional partnerships and integrate QIS efforts into firm-wide processes. Plug into current workflows and systems to create repeatable, scalable processes that enhance efficiency and impact.

Requirements

An analytical mindset with strong attention to detail, excellent verbal and written communication skills, and a collaborative team player with strong interpersonal skills are required. A strategic thinker with a client-centric approach and enthusiasm for defining new processes, systems, and best practices to scale support practices is also necessary. Experience in marketing strategy and content development within financial services is a plus. Strong proficiency in data analysis tools (Excel, Python, R) and financial modeling is preferred.

Qualifications

• Preferred Bachelor’s or Master’s degree in Business, Finance, Economics, Mathematics, Statistics, or related field.
• CFA or CAIA designation a plus.
• 7-12+ years of experience in institutional relationship management or business development, private equity, asset management, or related financial services role with a quantitative focus.

Skills

The ideal candidate demonstrates high level of technical competence and the ability to troubleshoot complex application and data issues, is an excellent communicator who can distill technical concepts for non-technical users, excels at building relationships with users and proactively understanding their needs, is highly organized, able to synthesize user feedback, and translate it into actionable insights, can effectively collaborate with SMEs and technical teams to resolve user challenges, and is comfortable taking initiative and bringing an entrepreneurial attitude to their work.

Benefits

Base Salary Range: $155,000.00 - $175,000.00. This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.