Associate, Evergreen Portfolio Management Investment Data

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.

This role sits within the Evergreen Portfolio Management team, which is part of Harbour Vest’s Evergreen Solutions platform. The Evergreen Portfolio Management team is responsible for the day-to-day management of Harbour Vest’s evergreen funds. We monitor and manage fund liquidity, support new investment activity, run scenario-based modeling, and assist the Harbour Vest salesforce in responding to requests related to evergreen portfolio management.

As an Evergreen Portfolio Management Investment Data Associate, you will handle various responsibilities while building and maintaining our investment data universe. You will work on a nimble team developing connections across the Harbour Vest platform including the dedicated Portfolio Managers, capital markets, investment teams, investment operations, legal, as well as senior leadership. Evergreen Portfolio Management Investment Data Associates think like portfolio managers, researchers and problem solvers.

This requires strong data skills, analytical capabilities, familiarity with the investment process (preferably private equity), a deep understanding of investment concepts, and an entrepreneurial attitude.

• Serve as the primary liaison between Evergreen Portfolio Management and Harbour Vest’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 Harbour Vest’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.

• 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…