Job Description
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Job Description Summary
The Investment Office (IO) works alongside the Primary, Secondary, Direct, Real Assets, and Credit investment teams to support and drive best practices for all fund management, portfolio monitoring and reporting, policy and content management, continuous improvement and administration functions.
The job responsibilities will include: assisting in setting strategy for key investment lifecycle processes, procedure documentation and execution, enforcement and maintenance, setting and monitoring key performance indicators, and improving business operations. Responsibilities will also encompass other activities designed to support (i) asset sales, (ii) fund extensions, (iii) Investment Operations teams in marketing and fundraising, (iv) ongoing fund and account management, (v) investment reporting, (vi) technology initiatives, (vii) committee support, as well as (viii) acting as a liaison to other internal HarbourVest teams. Prior experience with private equity and /or private credit would be an asset. Please note that this role is not focused on evaluating and executing investments.
Job Skills and abilities
Strong work ethic
Ability and desire to work independently as well as part of a team
High level of maturity and ability to prioritize multiple projects and deadlines with little supervision
Adept at problem solving, identifying, and implementing creative solutions
Strong analytical skills and attention to detail
Experience with report, dashboard, and other analytical tool design/creation/maintenance
Excellent communication skills, both written and verbal
Proficiency with Word, Excel, PowerPoint, Microstrategy, MS Teams
Responsibilities
Investment Analysis and Monitoring: 70%
Support the Divestment Council asset sale process through data analytics, memo creation and document aggregation
Support quarterly fund extension activities
Prepare investment pacing analysis for various committee usage
Organize meeting logistics and prepare content for monthly Global Investment Forum
Coordinate and maintain fund cash flow projections and reporting model
Coordinate and work with Strategy Investment Operations teams on semi-annual portfolio reviews, quarterly updates, and annual meetings
Prepare quarterly compliance reporting for AIFM vehicles
Update and analyze clearly defined fund and portfolio management key performance indicators to assess and report on ongoing operational performance with internal stakeholders
Technology Related Activities: 20%
Partner with the Investment teams to capture technology needs and requirements
Creation and ongoing maintenance of dashboards, visualizations, and reports using BI tools to support the IO and Investment team’s data needs
Assist in the design and testing of existing as well as new technology applications impacting the Investment teams
Collaborate with the Information Technology team for multi-directional knowledge share to improve application usage and adoption amongst Investment teams
Coordinate with Data Office (DO) to monitor systematized data for accuracy and completeness
Communicate potential data needs of individual investment teams and collaborate with appropriate HarbourVest resources to implement
Operational Execution and Administration: 10%
Facilitate investment, allocation, and monitoring committee administration
Assist with the implementation of strategic initiatives, ad-hoc operational projects, and other aspects of investment management
Facilitate generation of playbooks outlining roles and responsibilities and interactions between teams with consideration of service levels
Identify continuous improvement opportunities, eliminating cross-functional process waste, streamlining and standardizing processes, and implementing technology augmentation to release capacity within Investment teams
Identify and influence best practices and ensure consistency in processes, procedures, and exception handling across Investment teams
Assist with new employee investment onboarding and training
Respond to enterprise-level investment data related to RFP materials
Education
BS Accounting or Finance / CPA, CFA or equivalent
Work Experience
2-5 years of relevant experience