Associate, Evergreen Portfolio Management

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. 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.

The Evergreen Portfolio Management team manages Harbour Vest's product suite of private equity evergreen portfolios. The team actively manages fund liquidity, supports new investment activity, partners with the Harbour Vest salesforce to market these products to investors, and advises on the launch of new product portfolios. We are looking to expand our team amid strong momentum and growing demand for our evergreen offerings.

Within the current team of six professionals, we value individuals who bring an entrepreneurial mindset are eager to have a meaningful impact  an Evergreen Portfolio Management Associate, you will support the portfolio and fund management activities of private equity evergreen funds offered to high net worth and institutional investors. This role will work closely with our investment strategy teams as well as a wide array of teams that manage or support our evergreen fund products.

The ideal candidate is someone who is:
An analytical problem-solver that can identify and implement creative solutions A self-starter who is attentive to detail and focused on the execution of responsibilities A team-player that is organized and can efficiently prioritize multiple projects to meet target dates with little direct supervision Comfortable working in an area that may not always have established precedents Able to communicate professionally with colleagues of all levels and across multiple teams

• Own the fund's model portfolio and target investment parameters in support of evergreen fund leadership
• Analyze the fund's investment needs related to diversification, tactical strategy allocations, pacing, investment suitability, and sizing
• Regularly monitor the portfolio against investment objectives & restrictions, and the current market environment to recommend future adjustments
• Day-to-day liquidity management including cash balance and cash investment strategy, credit line utilization, redemption considerations, and capital available to invest
• Regularly communicate with fund managers and other senior investment professionals
• Produce new content to respond to internal/external questions and fundraising efforts, particularly focused on portfolio, performance, and liquidity
• Create and review external content for product marketing including pitch decks, websites, monthly fact sheets, and quarterly reports
• Assist in the production of thought pieces/white papers to support evergreen fund marketing
• And other responsibilities as required

• Strong private equity and financial markets acumen
• Comfort using and understanding quantitative models
• Experience with report, dashboard, and other analytical tool design, creation, and maintenance
• Excellent written and verbal communication skills - an ability to translate technical investment and fund management concepts into clear and concise messages
• Proficiency with Microsoft Excel, Word, PowerPoint, and data visualization tools such as…