Vice President, Portfolio Manager - Credit Evergreen

Job Description Summary

For over forty years, Harbour Vest 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.

Harbour Vest is an equal opportunity employer.

• Portfolio Construction
• Support portfolio construction for open‑ended credit evergreen funds
• Support senior team members in allocation and provide input to the EPMC as necessary to build diversified portfolios across private credit opportunities with clear target parameters, sizing, and risk budgeting
• Lead discussions around the development and implementation of investment capacity
• Attend strategy investment committee meetings to understand asset profiles for open‑ended evergreen funds
• Liquidity Management and Risk Management
• Manage provision of liquidity analysis, subscriptions, redemptions, credit facility sizing/usage, hedging, and portfolio asset sales
• Develop and implement portfolio stress testing ensuring appropriate scenario analysis incorporating liquidity, spreads and defaults/recoveries
• Understand credit pricing dynamics and valuation models including in secondary markets with the ability to explain outcomes to internal and external audiences
• Fundraising & Client Service
• Support fundraising meetings alongside Wealth and IR colleagues targeting existing clients, distribution partners, prospective distributions, and prospective investors. This includes SMA clients
• Working with marketing to provide structured market outlook analysis, ensuring consistency with investment strategies
• Support with client requests and fundraising inquiries. This includes reviewing answers for accuracy
• Regulatory Requirements
• Work with Legal, Regulatory and Compliance colleagues to ensure the Credit Evergreen portfolio management team fulfills all board and regulatory reporting for US and European regulators
• Wealth Channel Business Development & Planning
• Maintain a general awareness of new product roadmap and timelines
• Aid with new product launches (seed asset review, credit facility strategy, liquidity and stress testing, tactical plan development, etc)
• Team Building
• Develop relationships with the broader Evergreen Fund Management, Evergreen Solutions and Wealth team, providing support to help us scale while providing leverage for the Harbour Vest platform

• At least 6 years of private credit investing experience with a track record in designing and implementing targeted portfolio construction in credit portfolios that encompass sub asset classes with varying risk and return profiles
• Knowledge of evergreen products and regulations including those with monthly or quarterly redemptions
• Sufficient IT capability to interact with colleagues in the design, implementation and improvement of tools designed to improve portfolio management
• Top level communications skills with ability to deliver it across mediums

• Education:
  
  Bachelor of Arts (B.A.), Bachelor of Science (B.S.), or equivalent experience required;
  Master in Business Administration preferred
• Experience:
  
  8-10 Years experience in relevant roles

• Base Salary Range: $ - $ USD (the 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
• 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
• Eligibility for certain components will vary by position and geography
• Note:
  
  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

Harbour Vest is a company committed to equal employment opportunity and is an anti-discrimination, anti-harassment, and affirmative-action employer.