Associate, Portfolio Operations, Primary

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.

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.

Within our Primary Portfolio Operations team, the Portfolio Associate supports the Primary Investment team in areas focused on the raising and investing of capital, portfolio monitoring, and improving our business operations. This role has exposure to a wide range of activities including marketing and fundraising, portfolio analysis and reporting of both commingled and separately managed accounts, as well as ad‑hoc internal or client‑specific requests.

The role also serves as a liaison with other internal departments including Investor Relations, Client Experience, Solutions, Enterprise Investment Office, Accounting, Tax, and Legal/Compliance, in addition to other strategy Portfolio Operations teams in Boston, Dublin, London, Hong Kong, and Singapore.

• Prepare, maintain, and present materials for internal and external quarterly portfolio reviews and updates.
• Assist Product Specialists with developing responses to fundraising/marketing‑related requests, including both quantitative and qualitative queries.
• Assist in the preparation and maintenance of Primary‑related marketing, global investment forum, annual meeting, and advisory board materials.
• Analyze performance of primary‑focused funds for internal analyses as well as inclusion in fundraising activities.
• Leverage data, create templates, and maintain standardized/recurring analysis to support strategy team metrics.
• Identify and implement initiatives to improve business activities and help address Primary team needs through the use of technology.

• An understanding of private markets.
• Proven problem‑solving and analytical skills.
• Excellent written and verbal communication skills.
• Strong attention to detail.
• Experience with report, dashboard, and other analytical tool design, creation, and maintenance.
• Proficiency with Microsoft Word, Excel, and PowerPoint;
  Power
  
  BI a plus.

• Bachelor of Arts (B.A) or equivalent experience.
• Bachelor of Science (B.S) or equivalent experience.

• 3‑5 years of relevant experience preferred.

$79,000.00 – $ (USD). This base salary range is one component of total compensation. Eligible for discretionary annual bonus and potentially long‑term reward programs, a comprehensive total rewards package may include retirement, health, insurance, paid time off, and wellness programs.