Associate, Portfolio Operations, Primary
About The Position
For over forty years, HarbourVest 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. HarbourVest 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. Within our Primary Portfolio Operations team, the Portfolio Associate will support the Primary Investment team in areas focused on the raising and investing of capital, portfolio monitoring, as well as improving our business operations. This role will have exposure to a wide range of activities including marketing and fundraising, portfolio analysis and reporting of both commingled and separately managed accounts, as well as ad-hoc internal or client-specific requests. The role will also serve as a liaison with other internal departments including Investor Relations, Client Experience, Solutions, Enterprise Investment Office, Accounting, Tax, and Legal/Compliance, in addition to other strategy Portfolio Operations teams in Boston, Dublin, London, Hong Kong, and Singapore. The ideal candidate is someone who is: An analytical, organized, and creative problem-solver A top performer who is hardworking with an outstanding attention to detail A team-player that is able to efficiently prioritize multiple projects and meet target dates with little direct supervision Able to communicate professionally and confidentially with colleagues of all levels and across multiple teams
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, with PowerBI a plus
- 3-5 Years of relevant experience preferred
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
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1,001-5,000 employees
