Associate, Transfer Agency Oversight

HarbourVest Partners•Boston, MA

7d•$85,000 - $95,000•Hybrid

About The Position

HarbourVest is seeking an Assistant Manager to join its Transfer Agency Oversight team and deliver operational services to clients and investing partners. The role supports improvements and scaling of the firm’s global operations. It involves assisting with daily transfer agency processes, supporting internal business teams, coordinating with transfer agents and other parties, calculating and coordinating distributor and intermediary fees, and maintaining operating-model documentation. The position has a hybrid work arrangement. Employees receive 18 remote workdays per quarter at their discretion, subject to manager approval. The role offers a base salary of $85,000 to $95,000, eligibility for a discretionary annual bonus, and a comprehensive total rewards package that may include retirement contributions, health insurance, income protection, paid time off and leave benefits, and well-being programs. Eligibility for certain compensation and benefits varies by position and geography.

Requirements

Basic understanding of fund administration and transfer agency processes.
Excellent client service orientation.
Ability to work independently and as part of a team.
Prior experience working with external providers, such as fund administrators, transfer agents, custodians, and intermediaries.
Attention to detail, organization, commitment to excellence, ability to multitask, and problem-solving skills.
Excellent written and verbal communication skills.
2–4 years of experience in financial services.
Bachelor of Arts or Science degree, or equivalent experience.

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.
Participate in meetings with transfer agents, distributors, and other parties as needed.
Serve 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.