Vice President, Evergreen Valuations

HarbourVest Partners • Boston, MA

7d • Hybrid

About The Position

HarbourVest Partners is seeking a Vice President to lead the strategy, roadmap, delivery, and ongoing performance of technology, data, analytics, and controls supporting Evergreen valuation. The role will build a scalable, resilient, and well-controlled infrastructure spanning source-data ingestion and calculation through review, approval, reporting, and audit support. It will establish governed gold-copy datasets, automate workflows and controls, and develop analytics that strengthen valuation attribution, back-testing, oversight, and decision-making.

The Vice President will work across Fund Accounting, Investment Management, Product Development, IT, Information, Risk Management, auditors, third-party providers, and external valuation specialists. The role combines private-markets valuation judgment with product ownership, program execution, data governance, control design, supervised fund operations, and technology-enabled transformation. The position is hybrid, with 18 remote workdays per quarter available at the employee’s discretion subject to manager approval.

The role also serves as product owner for Evergreen valuation technology, leads vendors and implementation partners, and provides clear reporting and insights to valuation committees, fund boards, senior management, auditors, and control partners. The position is responsible for setting priorities, coordinating delivery and testing, driving adoption, and continuously improving performance.

Requirements

• At least 10 years of experience in private markets, investment management, valuation, fund accounting, financial technology, data management, or technology-enabled transformation.
• Substantial private-asset valuation experience and a strong understanding of fair value concepts, valuation methodologies, fund structures, and period-end NAV processes.
• Demonstrated success designing or implementing enterprise-grade platforms, governed data environments, automated workflows, and financial control frameworks.
• Experience with data architecture, quality, lineage, reconciliations, analytics, dashboards, and system integrations.
• Experience applying AI or machine-learning capabilities in a controlled business environment, including use-case governance, testing, monitoring, and exception management.
• Proven ability to lead cross-functional programs, influence senior team members, manage vendors, and deliver sustainable change in a sophisticated global organization.
• Bachelor’s degree in finance, accounting, information systems, computer science, data analytics, engineering, or a related field.

Nice To Haves

• Advanced degree, CPA, CFA, or relevant technology or data certification.
• Familiarity with cloud, workflow, and business-intelligence platforms.
• Understanding of US GAAP and/or IFRS and regulated or registered investment-company environments.

Responsibilities

• Build and operate a resilient, scalable, well-controlled ecosystem for daily, monthly, and quarterly Evergreen valuation activities, from source-data ingestion and calculation through review, approval, reporting, and audit support.
• Define and implement a multi-year architecture and product roadmap for Evergreen valuation technology, including core platforms and upstream and downstream integrations.
• Establish authoritative gold-copy datasets for portfolio, fund, market, accounting, and valuation information, with clear ownership, lineage, quality standards, and change governance.
• Automate data ingestion, validation, reconciliation, calculation, workflow, approval, and evidence retention.
• Design AI-enabled controls and exception monitoring with defined use cases, validation, performance monitoring, and human review.
• Implement dashboards and management reporting for data quality, workflow status, valuation exceptions, control performance, and service levels.
• Embed information security, access management, business continuity, auditability, records retention, and regulatory requirements into the environment’s design and operation.
• Develop analytics to explain valuation movements and attribute changes to market, company-specific, methodology, foreign exchange, cash-flow, and other relevant drivers.
• Build the data and analytical framework for systematic back-testing of prior valuation assumptions and conclusions against subsequent transactions, realizations, and other observable outcomes.
• Partner with valuation teams to standardize data requirements, methodologies, workflow stages, review protocols, and control evidence across Evergreen products.
• Serve as product owner for Evergreen valuation technology by setting priorities, defining requirements, coordinating delivery and testing, and driving adoption.
• Lead vendors, data providers, and implementation partners, including service levels, issue resolution, control assurance, and roadmap alignment.
• Establish metrics for cycle time, data quality, exception rates, control effectiveness, adoption, and realized automation benefits, and use them to drive continuous improvement.
• Provide reporting and insights to the Valuation Committee, fund boards, senior management, auditors, and control partners.
• Lead cross-functional programs and deliver sustainable change in a sophisticated global organization.

Benefits

• Discretionary annual bonus based on individual and overall firm performance.
• Potential participation in long-term reward programs, typically for more senior-level roles.
• Retirement contributions.
• Health insurance.
• Income protection.
• Paid time off and leave benefits.
• Well-being programs.
• Hybrid work arrangement with 18 remote workdays per quarter, subject to manager approval.

What This Job Offers

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