Portfolio Specialist Associate

Company: HarbourVest Partners
Location: Boston
Posted on: May 16, 2022

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