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Portfolio Associate

2 months ago

Étreux, Hauts-de-France, United States Harbourvest Full time
Job Description Summary

HarbourVest is a leading global private equity firm that has been delivering impactful solutions to clients and investing partners for over four decades. Our collaborative and open-door culture values diversity, innovative thinking, and mutual respect among all employees. We are committed to fostering an inclusive environment that maximizes the potential of both individuals and the firm.

About the Role

We are seeking a highly analytical and detail-oriented Portfolio Associate to support the portfolio and fund management activities of our private equity evergreen funds. The ideal candidate will work closely with our investment strategy teams and other stakeholders to analyze investment needs, monitor portfolio performance, and recommend adjustments to achieve investment objectives.

Key Responsibilities
  • Own the fund's model portfolio and target investment parameters in support of evergreen fund leadership.
  • Analyze the fund's investment needs related to diversification, tactical strategy allocations, pacing, investment suitability, and sizing.
  • Regularly monitor the portfolio against investment objectives & restrictions, and the current market environment to recommend future adjustments.
  • Day-to-day liquidity management including cash balance and cash investment strategy, credit line utilization, redemption considerations, and capital available to invest.
  • Regularly communicate with fund managers and other senior investment professionals.
  • Produce new content to respond to internal/external questions and fundraising efforts, particularly focused on portfolio, performance, and liquidity.
  • Create and review external content for product marketing including pitch decks, websites, monthly fact sheets, and quarterly reports.
  • Assist in the production of thought pieces/white papers to support evergreen fund marketing.
Requirements
  • Strong private equity and financial markets acumen.
  • Comfort using and understanding quantitative models.
  • Experience with report, dashboard, and other analytical tool design, creation, and maintenance.
  • Excellent written and verbal communication skills - an ability to translate technical investment and fund management concepts into clear and concise messages.
  • Proficiency with Microsoft Excel, Word, PowerPoint, and data visualization tools such as PowerBI and MicroStrategy.
Education and Experience
  • Bachelor of Arts (B.A) or Bachelor of Science (B.S) degree.
  • 3-5 years of private equity, investment-related quantitative analysis, and/or evergreen fund investment experience preferred.