Analyst, Evergreen Portfolio Management

HarbourVest Partners•Boston, MA

7d•$95,000 - $105,000•Hybrid

About The Position

The Evergreen Portfolio Management team manages HarbourVest's product suite of private markets evergreen portfolios. The team actively manages fund liquidity, supports new investment activity, and advises on the launch of new product portfolios. We are looking to expand our team amid strong momentum and growing demand for our evergreen products. Within our team, we value individuals who bring an entrepreneurial approach and are eager to make a meaningful impact at HarbourVest. As an Evergreen Portfolio Management Analyst, you will support the portfolio management activities of multi-strategy private markets evergreen funds offered to high-net-worth individuals and institutional investors. The role offers significant exposure to portfolio construction, investment pacing, asset allocation, and capital deployment decisions across HarbourVest's evergreen platform. The position is closely aligned with HarbourVest's investment platform and requires daily collaboration with investment strategy, primary, secondary, and direct investment teams. The team utilizes advanced portfolio analytics and data-driven decision making to evaluate portfolio construction, monitor portfolio positioning, and inform fund management decisions.

Requirements

An entrepreneurial self-starter who is attentive to detail and execution-focused
A team player who is organized and can efficiently prioritize multiple projects to meet target dates with little direct supervision
An analytical problem solver who can identify and implement creative solutions
Comfortable working in an environment where established precedents may not always exist
Able to communicate professionally with colleagues of all levels and across investment teams, sales teams, and operations teams
Preference for candidates with investing, transaction execution, or portfolio management experience gained through private equity, venture capital, private credit, investment banking, or related fields
Comfort using and understanding quantitative financial models.
Proficiency leveraging AI to achieve efficiency at scale
Excellent written and verbal communication skills – an ability to translate technical investment and fund management concepts into clear and concise messages
Proficiency with AI, Microsoft Excel, Word, PowerPoint, and data visualization tools such as PowerBI and MicroStrategy
1-3 years of private equity, investment-related quantitative analysis, evergreen fund investment, or other relevant investment experience preferred

Responsibilities

Manage portfolio liquidity, including cash balances, liquidity risk limits, cash investment strategy, credit line utilization, and investable capital across various multi-strategy private markets evergreen portfolios
Own model portfolio and target investment parameters in support of evergreen fund leadership
Analyze the fund’s investment needs related to diversification, tactical strategy allocations, pacing, investment suitability, and investment sizing
Regularly communicate with senior portfolio managers and investment professionals across primary, secondary, and direct investment teams
Support strategic initiatives across the evergreen platform, including new product launches, portfolio construction enhancements, and supporting a rapidly scaling business
Develop and maintain analytical tools, dashboards, and reporting frameworks to support portfolio management, liquidity forecasting, and investment decision making
Produce new content to respond to internal/external questions and fundraising efforts, particularly focused on portfolio investments, investment performance, and fund liquidity