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HarbourVest Partners · 14 hours ago

Associate, Evergreen Portfolio Management

Boston, MA

Full-time

Hybrid

Mid Level

$79K/yr - $111K/yr

3+ years exp

HarbourVest Partners is a global firm with a collaborative culture that values diversity and innovation. They are seeking a Portfolio Associate to support the portfolio and fund management activities of private equity evergreen funds, working closely with investment strategy teams and managing fund products.

Asset ManagementFinanceFinancial ServicesVenture Capital

Growth Opportunities

H1B Sponsor Likely

Responsibilities

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

Qualification

Private equityQuantitative analysisFinancial marketsMicrosoft ExcelData visualization toolsAnalytical tool designWritten communicationVerbal communication

Required

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

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 PowerBI and MicroStrategy

Preferred

Bachelor's degree or equivalent experience

3-5 Years private equity, investment-related quantitative analysis, and/or evergreen fund investment experience preferred

Benefits

Discretionary annual bonus

Long-term reward programs

Comprehensive total rewards package

Retirement

Health

Insurance

Paid time off

Wellness programs

Company

HarbourVest Partners

Glassdoor4.4

HarbourVest Partners is a private markets firm providing solutions to help clients invest in primary funds, real assets, and private credit.

Founded in 1982

Boston, Massachusetts, USA

1001-5000 employees

http://www.harbourvest.com

H1B Sponsorship

HarbourVest Partners has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3)

2023 (2)

2021 (1)

2020 (1)