Associate, Transfer Agency Oversight

HarbourVest Partners • Boston, MA

5d • Hybrid

About The Position

HarbourVest is seeking an Assistant Manager to join its Transfer Agency Oversight team and deliver operational services to clients and partners. The role supports efforts to improve and scale global operations. It involves assisting with daily transfer agency processes, supporting internal business teams to ensure alignment with global operating model standards, liaising with transfer agents, distributors, and other parties, coordinating intermediary fees and payments, and maintaining operating-model documentation.

The position uses a hybrid work arrangement. Employees receive 18 remote workdays per quarter at their discretion, subject to manager approval. The role offers a base salary range of $85,000 to $95,000 and eligibility for a discretionary annual bonus. Total compensation may also include long-term reward programs for typically more senior-level roles. The company describes a total rewards package that may include retirement contributions, health insurance, income protection, paid time off and leave benefits, and well-being programs; eligibility varies by position and geography.

Requirements

• Basic understanding of fund administration and transfer agency processes.
• Adept at working independently and as part of a team.
• Prior experience working with external providers, such as fund administrators, transfer agents, custodians, or intermediaries.
• Attention to detail, strong organization, and commitment to excellence.
• Ability to multitask and solve problems.
• Excellent written and verbal communication skills.
• Bachelor of Arts or Bachelor of Science degree, or equivalent experience preferred.
• Two to four years of experience in financial services.

Nice To Haves

• Knowledge of private markets evergreen products.

Responsibilities

• Assist with daily operational tasks related to transfer agency processes.
• Support internal business teams to ensure the transfer agency process aligns with global operating model standards.
• Join meetings with transfer agents, distributors, and other parties as needed.
• Act as a point of contact for transfer agents and HarbourVest operations teams.
• Assist in calculating distributor and intermediary fees and coordinating payments.
• Help maintain and update operating-model documentation.

Benefits

• Discretionary annual bonus based on individual and overall firm performance.
• Potential participation in long-term reward programs, typically for more senior-level roles.
• Comprehensive total rewards package that may include retirement contributions, health insurance, income protection, paid time off and leave benefits, and well-being programs.
• 18 remote workdays per quarter, subject to manager approval.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level