Portfolio Specialist Associate
Company: HarbourVest Partners
Location: Boston
Posted on: May 16, 2022
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Job Description:
Job Description SummaryThe Portfolio Manager for two client
investment vehicles and a permanent capital initiative, is seeking
to hire an individual to assist with the development of
deliverables and the execution of processes related to these
efforts. This role is critical given the significance of these
undertakings and offers the candidate an opportunity to assist
HarbourVest in its goal of constantly enhancing client experience
while also maximizing the efficiency of its internal processes.Job
SkillsAbility to work with disparate technology, accounting, and
filing systemsStrong writing and communication skillsDeveloped
understanding of HarbourVest's core investment products, processes,
and systemsAttention to detail and
deadlinesResponsibilitiesAttending most client and internal
meetings with the Porfolio Manager that pertain to these strategic
efforts;Leading the preparation of externally and internally
directed deliverables which include: client facing portfolio
overviews; collateral related to client interests; and EMC,
Solutions Committee, and PCC related documents;Developing norms for
and maintaining constant communication with operations and
investment teammates related to each investment segment to fully
understand the pending and closed investments that comprise each
investment vehicle;Identifying opportunities for enhancing internal
process efficiency and the client experience, particularly by using
HarbourVest systems/technology; andCoordinating efforts with and
gathering data from internal teams in an effort to improve
operational efficiency and ensure accurate data submission to
clients.EducationBS/BA or equivalentWork Experience3-5 Years
Keywords: HarbourVest Partners, Boston , Portfolio Specialist Associate, Other , Boston, Massachusetts
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