HarbourVest Partners
Associate, Evergreen Portfolio Management
HarbourVest Partners, Boston, Massachusetts, us, 02298
Job Description Summary
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.
Enterprise Investment Office – Portfolio Associate Our Enterprise Investment Office team is looking for a Portfolio Associate to support the portfolio and fund management activities of private equity evergreen funds offered to high net worth and institutional investors. This role will work closely with our investment strategy teams as well as a wide array of teams that manage or support our evergreen fund products.
What makes a great candidate:
Analytical problem‑solver that can identify and implement creative solutions
Self‑starter attentive to detail and focused on executing responsibilities
Team‑player organized and able to prioritize multiple projects to meet target dates with little direct supervision
Comfortable working in an area that may not always have established precedents
Able to communicate professionally with colleagues of all levels and across multiple teams
Key Responsibilities
Own the fund’s model portfolio and target investment parameters in support of evergreen fund leadership
Analyze the fund’s investment needs related to diversification, tactical strategy allocations, pacing, investment suitability, and sizing
Regularly monitor the portfolio against investment objectives & restrictions, and the current market environment to recommend future adjustments
Day‑to‑day liquidity management including cash balance and cash investment strategy, credit line utilization, redemption considerations, and capital available to invest
Regularly communicate with fund managers and other senior investment professionals
Produce new content to respond to internal/external questions and fundraising efforts, particularly focused on portfolio, performance, and liquidity
Create and review external content for product marketing including pitch decks, websites, monthly fact sheets, and quarterly reports
Assist in the production of thought pieces/white papers to support evergreen fund marketing
And other responsibilities as required
Required Qualifications
Strong private equity and financial markets acumen
Comfort using and understanding quantitative models
Experience with report, dashboard, and other analytical tool design, creation, and maintenance
Excellent written and verbal communication skills – an ability to translate technical investment and fund management concepts into clear and concise messages
Proficiency with Microsoft Excel, Word, PowerPoint, and data visualization tools such as PowerBI and MicroStrategy
Education Preferred
Bachelor’s degree or equivalent experience
Experience
3‑5 years private equity, investment‑related quantitative analysis, and/or evergreen fund investment experience preferred
Salary Range $79,000.00 – $111,000.00
This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. 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. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.
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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.
Enterprise Investment Office – Portfolio Associate Our Enterprise Investment Office team is looking for a Portfolio Associate to support the portfolio and fund management activities of private equity evergreen funds offered to high net worth and institutional investors. This role will work closely with our investment strategy teams as well as a wide array of teams that manage or support our evergreen fund products.
What makes a great candidate:
Analytical problem‑solver that can identify and implement creative solutions
Self‑starter attentive to detail and focused on executing responsibilities
Team‑player organized and able to prioritize multiple projects to meet target dates with little direct supervision
Comfortable working in an area that may not always have established precedents
Able to communicate professionally with colleagues of all levels and across multiple teams
Key Responsibilities
Own the fund’s model portfolio and target investment parameters in support of evergreen fund leadership
Analyze the fund’s investment needs related to diversification, tactical strategy allocations, pacing, investment suitability, and sizing
Regularly monitor the portfolio against investment objectives & restrictions, and the current market environment to recommend future adjustments
Day‑to‑day liquidity management including cash balance and cash investment strategy, credit line utilization, redemption considerations, and capital available to invest
Regularly communicate with fund managers and other senior investment professionals
Produce new content to respond to internal/external questions and fundraising efforts, particularly focused on portfolio, performance, and liquidity
Create and review external content for product marketing including pitch decks, websites, monthly fact sheets, and quarterly reports
Assist in the production of thought pieces/white papers to support evergreen fund marketing
And other responsibilities as required
Required Qualifications
Strong private equity and financial markets acumen
Comfort using and understanding quantitative models
Experience with report, dashboard, and other analytical tool design, creation, and maintenance
Excellent written and verbal communication skills – an ability to translate technical investment and fund management concepts into clear and concise messages
Proficiency with Microsoft Excel, Word, PowerPoint, and data visualization tools such as PowerBI and MicroStrategy
Education Preferred
Bachelor’s degree or equivalent experience
Experience
3‑5 years private equity, investment‑related quantitative analysis, and/or evergreen fund investment experience preferred
Salary Range $79,000.00 – $111,000.00
This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. 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. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.
#J-18808-Ljbffr