Senior Associate, Portfolio Operations (Credit)

HarbourVest PartnersBoston, MA
1d$94,000 - $150,000Hybrid

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. The Credit Portfolio Senior Associate plays a meaningful role in supporting HarbourVest’s Private Credit team across capital raising, portfolio management, and operational execution. This position offers broad exposure to portfolio analysis, data management, marketing and fundraising activities, fund modeling, and the overall investment process. You will collaborate closely with internal teams, including Credit deal teams, the Credit Distribution Team, Quantitative Investment Science (QIS), Technology, Solutions, and Accounting, and coordinate with external partners such as fund administrators and valuation service providers. Please note: This role does not involve direct evaluation or execution of credit investments.

Requirements

  • Strong collaboration skills with the ability to manage diverse priorities and competing requests
  • Proven understanding of credit markets, terms, and common LP data requirements
  • Excellent analytical and problem-solving capabilities with keen attention to detail
  • Effective written and verbal communication skills
  • Ability to work independently and manage tasks with minimal supervision
  • Technical proficiency in Excel, SQL, Python, Snowflake, Power BI, Word, and PowerPoint
  • 5-8 Years in portfolio analytics or data management preferred

Nice To Haves

  • Experience with Allvue Portfolio Management is a plus
  • CFA and/or CAIA designation is a plus

Responsibilities

  • Perform portfolio and strategy-level analyses to support management decisions, client requests, and internal reporting
  • Ensure data integrity by monitoring position-level accuracy and completeness
  • Prepare and maintain the Private Credit track record for fundraising and client updates
  • Develop and track key performance and portfolio metrics for HarbourVest’s Private Credit portfolio
  • Build and update fund cash flow models to support planning and forecasting
  • Maintain internal processes, workflows, and databases for performance and investment metrics
  • Support critical initiatives, ad-hoc projects, and operational improvements within the Credit team
  • Collaborate with IT and data management teams to improve data reporting tools and automation processes
  • Assist in the evaluation and integration of new software or systems
  • Provide training and mentorship to junior team members on best practices in data analysis and portfolio analysis
  • And other responsibilities as required

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.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service