Associate, Evergreen Portfolio Management Investment Data

Location: Evergreen

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. 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 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.  an Evergreen Portfolio Management Investment Data Associate, you will handle various responsibilities while building and
** Who You Are
** 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  Experience presenting findings to a diverse audience, including senior investment professionals  

Experience with in investment management, private markets (specifically including private equity and/or private credit), or Fin Tech industry is preferred  
** Education
* * Bachelor of Arts or Science (B.A / B.S.), or equivalent experience
** Experience
* * 3-5 Years of business analyst experience in the investment management or Fin Tech industry is preferred Harbour Vest is an independent, global private markets firm with over 43 years of experience and more than $146 billion of assets under management as of June 30, 2025. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit.

Our strengths extend across strategies, enabled by our team of more than 1,270 employees, including more than 230 investment professionals across Asia, Europe, and the Americas. Across our private markets platform, our team has committed more than $64 billion to newly-formed funds, completed over $66 billion in secondary purchases, and invested over $49 billion in direct operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities.
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