Portfolio Associate, Portfolio Construction & Allocation (Enterprise Investment
HarbourVest Partners, Boston, MA, United States
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.
Within our Portfolio Construction & Allocation team, the Portfolio Associate will support the investment teams in areas focused on the raising and investing of capital, portfolio monitoring, as well as improving our business operations. This role will have exposure to a wide range of activities including portfolio construction and investment allocations, fund management, portfolio analysis and reporting for both commingled funds and separately managed accounts, as well as ad‑hoc internal or client‑specific requests. The role will also serve as a liaison with other internal departments including Investor Relations, Client Experience, Solutions, Accounting, Treasury, Tax, and Legal/Compliance, in addition to other strategy Portfolio Operations teams in Boston, Dublin, London, Hong Kong, and Singapore. Please note that this role is not focused on sourcing and evaluating investments.
Responsibilities
Portfolio Related: Prepare, maintain, and present materials for internal and external quarterly portfolio reviews and updates.
Fund Related: Prepare portfolio construction and allocation materials to be presented to HarbourVest Committees, analyze fund capacity, reserves, investment allocation, and investment performance.
GP‑Specific: Participate in investment group discussions in relation to the evaluation of commitments.
General: Leverage data, create templates, and maintain standardized / recurring analysis to support strategy team metrics.
Continuous Improvement: Identify and implement initiatives to improve business activities and help address investment team needs through the use of technology.
Client Service: Prepare, maintain, and present materials for HarbourVest’s existing clients, including fund updates, portfolio updates, data room management and ad‑hoc analysis.
Other responsibilities as required.
Qualifications
Background in Private Markets preferred.
Proven problem‑solving and analytical skills.
Excellent written and verbal communications skills.
Strong attention to detail.
Proficiency with Microsoft Word, Excel, PowerPoint, DealCloud, and Intralinks.
Education Preferred
Bachelor of Arts (B.A.) or equivalent experience.
Bachelor of Science (B.S.) or equivalent experience.
Experience
3‑5 Years of relevant experience in Finance or Accounting capacity preferred.
Salary and Compensation $79,000.00 - $111,000.00
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.
Within our Portfolio Construction & Allocation team, the Portfolio Associate will support the investment teams in areas focused on the raising and investing of capital, portfolio monitoring, as well as improving our business operations. This role will have exposure to a wide range of activities including portfolio construction and investment allocations, fund management, portfolio analysis and reporting for both commingled funds and separately managed accounts, as well as ad‑hoc internal or client‑specific requests. The role will also serve as a liaison with other internal departments including Investor Relations, Client Experience, Solutions, Accounting, Treasury, Tax, and Legal/Compliance, in addition to other strategy Portfolio Operations teams in Boston, Dublin, London, Hong Kong, and Singapore. Please note that this role is not focused on sourcing and evaluating investments.
Responsibilities
Portfolio Related: Prepare, maintain, and present materials for internal and external quarterly portfolio reviews and updates.
Fund Related: Prepare portfolio construction and allocation materials to be presented to HarbourVest Committees, analyze fund capacity, reserves, investment allocation, and investment performance.
GP‑Specific: Participate in investment group discussions in relation to the evaluation of commitments.
General: Leverage data, create templates, and maintain standardized / recurring analysis to support strategy team metrics.
Continuous Improvement: Identify and implement initiatives to improve business activities and help address investment team needs through the use of technology.
Client Service: Prepare, maintain, and present materials for HarbourVest’s existing clients, including fund updates, portfolio updates, data room management and ad‑hoc analysis.
Other responsibilities as required.
Qualifications
Background in Private Markets preferred.
Proven problem‑solving and analytical skills.
Excellent written and verbal communications skills.
Strong attention to detail.
Proficiency with Microsoft Word, Excel, PowerPoint, DealCloud, and Intralinks.
Education Preferred
Bachelor of Arts (B.A.) or equivalent experience.
Bachelor of Science (B.S.) or equivalent experience.
Experience
3‑5 Years of relevant experience in Finance or Accounting capacity preferred.
Salary and Compensation $79,000.00 - $111,000.00
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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