Analyst, Transactions

Reposted 16 Hours Ago
Be an Early Applicant
Boston, MA
In-Office
70K-90K Annually
Junior
Fintech • Financial Services
The Role
The Analyst will support investment functions, coordinate documentation for transactions, maintain internal systems, and liaise with various departments to ensure compliance in the closing processes.
Summary Generated by Built In

Job Description Summary

For over forty years, HarbourVest 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.

HarbourVest 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.

The Analyst will serve as a member of the Transactions team supporting the investment function in investing capital as well as improving business operations. The role will have exposure to a wide range of activities surrounding the transaction closing process. This includes but is not limited to communication among relevant internal and external parties, supporting closing process and documentation, recording and reconciling transactions in our internal systems, and Know Your Client (KYC). This position will serve as a liaison with internal departments such as Legal, Accounting, Treasury, Tax, Compliance, and Portfolio Analytics, in addition to external parties, while observing all internal policies. The Analyst will support investments made from our offices in Boston, Toronto, London, Hong Kong, and Singapore. Prior experience with private equity, private credit, or corporate law firm would be an asset. Ability to provide notary services as a Notary Public of Massachusetts would also be an asset. This role is not focused on evaluating investment opportunities.

The ideal candidate is someone who is:
  • An exceptionally organized individual with an outstanding attention to detail

  • A team-player that is able to efficiently prioritize multiple projects and meet target dates with little direct supervision

  • Quick to develop a strong understanding of new systems, data relationships, and processes

  • Able to communicate professionally and confidentially with colleagues of all levels and across multiple teams

What you will do:
  • Coordinate documentation in support of investment execution (e.g., obtaining signatures, tax and compliance documents, wiring instructions, contact sheets)

  • Work closely across multiple groups and geographies to ensure compliance with all closing processes, internal documentation, and reporting procedures

  • Assist with the implementation of Transactions strategic initiatives, ad-hoc operational projects, and other aspects of group management

  • Maintain internal systems for planning and tracking investment closings for firmwide reference

  • Support associates/senior associates to facilitate and prepare the funding package for investments, ensuring that all requirements are satisfied completely, accurately, and in a timely manner

  • Reconcile discrepancies and work in internal systems and with internal business partners to ensure that appropriate information is entered in our systems accurately and completely

  • Track and upload transaction related legal and authorization documents

  • Prepare invoices for deal-related expenses and provide allocations for deal-related invoices received

  • Monitor incoming legal communications from General Partners

  • Provide Notary Public services

  • Other responsibilities as required

What you bring:
  • Proven problem-solving and analytical skills

  • Strong attention to detail

  • An ability to handle multiple projects

  • Excellent written and verbal communication skills

  • Experience working with Microsoft Excel, Word and PowerPoint

  • Prior experience with private markets or corporate law would be an asset

Education Preferred
  • Bachelor of Arts (B.A) or equivalent experience

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

Experience

  • 0-2 Years relevant experience preferred

#LI-Hybrid

Salary Range

$70,000.00 - $90,000.00

This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.

Top Skills

Excel
Microsoft Powerpoint
Microsoft Word
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The Company
HQ: Boston, MA
904 Employees
Year Founded: 1982

What We Do

HarbourVest is an independent, global private markets firm with 40 years of experience and more than $92 billion assets under management as of December 31, 2021. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit.

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