Associate, Operational Due Diligence

3 weeks ago

Boston, Massachusetts, United States HarbourVest Partners Full time

Job Description Summary

For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and the drive to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add talented 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 maximizes the potential of both the individual and the firm.

HarbourVest is an equal opportunity employer.

We are seeking an Associate to join our Boston team. This person will report to the Director, ODD (Boston) and will be responsible for conducting ODD reviews of external investment managers; the role may also involve assisting in performing sanctions screening and background check investigations. The newly appointed individual will work alongside the Investment teams, Legal and Compliance teams, as well as other Operational teams within the Firm.

This position will be a hybrid work arrangement.

The ideal candidate is someone who is/has:

  • Exhibits strong work ethic as well as professionalism
  • Strong attention to detail, focus on execution of tasks, and adaptability to meet changing timelines and priorities
  • Excellent verbal and written communication skills
  • Ability to ask questions to remove roadblocks and move processes forward
  • Strong analytical and quantitative skills; good problem-solving skills
  • Able to efficiently track and report on progress of tasks
  • Independence and self-motivation, with the ability to raise issues where appropriate
  • Moderate to strong excel skills and ability to work with data to create reports

What you will do:

  • Assist with coordination and set-up of ODD calls with the ODD team and GPs, as required
  • Perform initial due diligence reviews of investment managers, as well as ongoing monitoring
  • Perform interviews with C suite level operations personnel; review and assess infrastructure, controls, compliance, and valuation processes
  • Coordinate with GPs for all ODDs performed, to verify third party auditor and fund administrator relationships
  • Discuss completed due diligence reports with the ODD team and Investment teams
  • Stay ahead of market developments in local jurisdictions, industry trends and regulatory matters
  • Assist in the collection, review and organization of background check/sanctions screening documentation, as advised
  • Engage with external background check providers and third-party firms
  • Build strong working relationships with investment and operational teams within HarbourVest and raise issues as necessary
  • Work with the ODD and technology teams on systems enhancements and user acceptance testing
  • Assist senior management with ODD projects as needed
  • Encourage a team-orientated atmosphere with positive engagement
  • Other responsibilities as required

What you bring:

  • Background in ODD, investment accounting/audit, compliance, or risk management
  • Understanding of operational controls and risk strategies related to private equity organizations
  • Excellent written and verbal communication skills, being able to communicate effectively with all levels of management both internally and externally
  • Superior organizational and time management skills with the ability to prioritize and multi-task
  • Ability to interact across departments and establish relationships in order to source requisite information and documentary evidence
  • Positive team-oriented demeanor

Education

  • Bachelor's Degree

Experience

  • Minimum 2 years' experience, preferably in a financial services environment

#LI-Hybrid

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