Associate, Evergreen Portfolio Management Investment Data jobs in United States
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HarbourVest Partners · 6 hours ago

Associate, Evergreen Portfolio Management Investment Data

HarbourVest Partners is a global firm that has been dedicated to delivering impactful solutions for over forty years. They are seeking an Associate for their Evergreen Portfolio Management team, responsible for managing investment data, generating analytical insights, and building cross-functional partnerships to enhance decision-making across evergreen strategies.

Asset ManagementFinanceFinancial ServicesVenture Capital
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Serve as the primary liaison between Evergreen Portfolio Management and HarbourVest’s investment data lake, ensuring seamless data access and alignment
Generate analytical insights that advise liquidity planning, portfolio construction, and performance optimization across evergreen strategies
Leverage the investment data lake to proactively develop data‑driven recommendations that improve Evergreen Portfolio Management decision making
Maintain regular communication with Evergreen Portfolio Managers and senior investment professionals to translate insights into strategic actions
Build strong cross‑functional partnerships with the Quantitative Investment Sciences team to deepen analytical rigor and expand modeling capabilities
Create and maintain dashboards that transform complex investment data into clear, actionable views for portfolio management
Produce high‑quality internal and external materials drawing from HarbourVest’s investment data repository to support fundraising, client engagement, and firmwide inquiries
Innovate new applications of investment data across evergreen strategies (e.g., private equity, private credit, infrastructure) to scale the platform and strengthen decision‑making frameworks

Qualification

SQLPythonData analysisBusiness intelligence toolsInvestment managementAnalytical skillsCommunication skillsProblem solving

Required

2+ years of experience in engineering, data science, or a quantitative investment environment
Proficient in SQL, Python, and data analysis skills, to support system design and testing
Experience with business intelligence tools such as Tableau, Power BI, or equivalent
Proven ability to handle large, complex structured and unstructured data sets, extracting relevant insights while rigorously validating data quality throughout the process
Track record of identifying trends from underlying data, distilling complexity into actionable conclusions, and articulating the 'so what' in a concise, compelling manner
Experience presenting findings to a diverse audience, including senior investment professionals
Bachelor of Arts or Science (B.A / B.S.), or equivalent experience

Preferred

Experience within investment management, private markets (specifically including private equity and/or private credit), or FinTech industry is preferred
3-5 Years of business analyst experience in the investment management or FinTech industry is preferred

Benefits

Discretionary annual bonus
Long-term reward programs
Retirement
Health
Insurance
Paid time off
Wellness programs

Company

HarbourVest Partners

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

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)

Funding

Current Stage
Late Stage

Leadership Team

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Tricia Mackechnie
Managing Director and Chief Technology Officer
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Aliza Firestone-Goren
Senior Vice President
Company data provided by crunchbase