Associate, Portfolio Operations, Primary Investments
About The Position
Over its forty-year history, HarbourVest has cultivated a team of dedicated professionals with an entrepreneurial drive and a commitment to delivering impactful solutions for clients and investing partners. As our global firm expands, we continue to welcome individuals who thrive in a collaborative, open-door environment that values diversity and innovative thinking. In our collegial setting, characterized by low turnover and high energy, you will be inspired to grow and develop. You will be encouraged to build upon your strengths and acquire new skills and experiences. We are dedicated to fostering an inclusive environment that promotes mutual respect among all employees. Recognizing and valuing these differences maximizes the potential of both the individual and the firm. HarbourVest is an equal opportunity employer. This position operates under a hybrid work arrangement, offering 18 remote workdays per quarter for discretionary use, subject to manager approval. For instance, one might opt to work in the office four days a week, taking one remote day weekly (approximately 13 weeks per quarter), leaving five additional remote days for flexible use. Within our Primary Portfolio Operations team, the Portfolio Associate will provide support to the Primary Investment team in areas concerning capital raising and investment, portfolio monitoring, and the enhancement of our business operations. This role offers exposure to a broad spectrum of activities, including marketing and fundraising, portfolio analysis and reporting for both commingled and separately managed accounts, and responding to ad-hoc internal or client-specific requests. The role also functions as a liaison with other internal departments such as Investor Relations, Client Experience, Solutions, Enterprise Investment Office, Accounting, Tax, and Legal/Compliance, as well as with other strategy Portfolio Operations teams located in Boston, Dublin, London, Hong Kong, and Singapore.
Requirements
- An understanding of private markets
- Proven problem-solving and analytical skills
- Excellent written and verbal communications skills
- Strong attention to detail
- Experience with report, dashboard and other analytical tool design, creation, and maintenance
- Proficiency with Microsoft Word, Excel, and PowerPoint
- 3-5 Years relevant experience preferred
Nice To Haves
- PowerBI a plus
Responsibilities
- Prepare, maintain, and present (where applicable) materials for internal and external quarterly portfolio reviews and updates
- Assist Product Specialists with developing responses to fundraising/marketing-related requests, including both quantitative and qualitative queries
- Assist in the preparation and maintenance of Primary-related marketing, global investment forum, annual meeting, and advisory board materials
- Analyze performance of primary-focused funds for internal analyses as well as inclusion in fundraising activities
- Leverage data, create templates, and maintain standardized / recurring analysis to support strategy team metrics
- Identify and implement initiatives to improve business activities and help address Primary team needs through the use of technology
- And other responsibilities as required
Benefits
- retirement
- health
- insurance
- paid time off
- wellness programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
