Vice President, Evergreen Product Operations

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 Vice President, of U.S. Evergreen Product Operations will have accountability for the oversight and coordination of operational requirements of all U.S. Evergreen products, including but not limited to Separately managed accounts, Collective Investment Trusts, and SEC-registered (40 Act and 34 Act) Funds that provide exposure to private markets through regular (e.g., daily, monthly or quarterly) subscriptions and repurchases for U.S. high net worth and institutional investors.

• A strong understanding of the mechanics and inter-dependencies of SEC-registered Funds, outsourcing of service providers, and distributors within the US private wealth channel
• Experience working with Funds subject to the Investment Company Act, the Investment Advisers Act, Securities Act, and Securities Exchange Act and with corresponding compliance requirements
• Experience with separately managed accounts
• Experience with Collective Investment Trusts
• Proactive self-starter
• Analytical and organized
• Meticulous while remaining focused on key goals
• Good judgment around issue prevention, identification and resolution
• Ability to work effectively in a cross-functional and highly matrixed environment
• Relationship-management skills for internal and external partners
• Possess a change-management mentality
• Comfort working in areas that may not always have established precedents
• Keen continuous improvement and efficiency mindset, focused on proactively identifying operational improvements
• Strong written and oral English communication skills

Product Operations Oversight:
Serve as a key member of the Evergreen team reporting to the Head of U.S. Evergreen Product Operations and be accountable and responsible for driving and ensuring the operational excellence of the U.S. Evergreen product line up.

• Partner with Product Manager, Portfolio Manager, Private Wealth sales team, and firm operations leaders to ensure the effective operational execution and risk management of the products and Funds
• Serve as commercial business coordinator to all central operational leaders, ensuring that all operational, legal, and compliance requirements of the products and Fund(s) are met, including accounting, client administration and servicing, client reporting, compliance reporting, data management, legal and regulatory needs, tax, etc.
• Coordinate with central vendor management team to oversee third-party service providers for the products and Fund(s), including distributors, Fund administrators, transfer agents, and custodians, to ensure excellence in day-to-day Fund operations as well as a strong control environment
• Support Private Wealth sales, Product Management, and other relationship leads in the production and creation of all marketing content, coordination of RFP responses, product development, and distributor onboarding and management
• Monitor operational, legal, regulatory, and technological developments within the SEC-registered Fund market and…