Analyst, Treasury

Posted Yesterday
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Boston, MA, USA
In-Office
75K-80K Annually
Mid level
Fintech • Financial Services
The Role
Support core Treasury activities including opening and maintaining bank accounts, collecting and reviewing KYC, tracking payment instruction requests, initiating capital calls, assisting interbank connectivity and treasury technology enhancements, and coordinating with Accounting, Compliance, Legal, and Tax teams.
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.

About the Role:

We are seeking a Treasury Analyst to join our Boston team.

In this role, you will support a range of core Treasury activities, including opening new bank accounts, preparing Know Your Customer (KYC) documentation, supporting capital call processes, as well as assisting with Treasury technology enhancements.

You will also help ensure best practices are followed for detailed payment instruction requests and banking portal entitlements, supporting the firm’s continued adoption of advanced technology in this area.

The role works closely with Accounting, Compliance, Legal, Tax, and other operational teams across the firm.

This position will be a hybrid work arrangement and will have global reporting responsibilities to leaders in Boston and Dublin.

The ideal candidate is someone who is/has:
  • Shows sound judgment and accountability in a fast-paced environment

  • Strong attention to detail, focus on execution of tasks, and adaptability to meet changing timelines and priorities

  • Excellent verbal and written communication skills

  • Strong analytical, quantitative, and problem-solving skills

  • Able to independently and efficiently track and report on the progress of tasks

  • Familiarity with excel in order to analyze data for reporting
     

What you will do:
  • Coordinate, set-up, and maintain bank accounts for the Fund Programs and Subsidiaries

  • Collect, review, and provide bank account KYC documentation in coordination with cross-functional partners

  • Track payment instruction related requests and verbally confirm changes with authorized contacts

  • Develop subject matter expertise in establishing specialized payment instructions across U.S. and international clearing systems

  • Assisting with interbanking connectivity and technology configuration requests to facilitate efficient payment and reporting capabilities

  • Initiate capital call process when required by Treasury fund managers

  • Assist senior management with projects including enhancing core Treasury systems

  • Encourage a team-orientated atmosphere with positive engagement
     

What you bring:
  • Background in Finance or Treasury

  • Knowledge of banking and KYC operations 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 build effective working relationships across departments and geographies

  • Positive team-oriented demeanor
     

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

Experience
  • 1-4 Years preferably in a financial services environment

  • Familiarity with eFront, banking portals, SWIFT, Kyriba, FIS Integrity or similar technology platforms
     

#LI-Hybrid

Base Salary Range

$75,000.00 - $80,000.00

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.

Skills Required

  • Background in Finance or Treasury
  • 1-4 years experience preferably in a financial services environment
  • Familiarity with eFront, banking portals, SWIFT, Kyriba, FIS Integrity or similar platforms
  • Familiarity with Excel to analyze data for reporting
  • Knowledge of banking and KYC operations related to private equity organizations
  • Ability to coordinate, set up, and maintain bank accounts and related documentation
  • Excellent written and verbal communication skills
  • Superior organizational and time management skills with ability to prioritize and multi-task
  • Ability to build effective working relationships across departments and geographies
  • Ability to independently and efficiently track and report on the progress of tasks
  • Bachelor of Science (B.S) or equivalent experience

HarbourVest Partners Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about HarbourVest Partners and has not been reviewed or approved by HarbourVest Partners.

  • Strong & Reliable Incentives Incentives are portrayed as strong in certain teams and senior roles, with high bonus potential contributing meaningfully to total compensation. Overall packages can feel solid where variable pay is emphasized.
  • Healthcare Strength Benefits are described as comprehensive, including medical, dental, vision, disability, life insurance, EAP, wellness programs, and fitness reimbursement. U.S. coverage explicitly includes domestic partners.
  • Parental & Family Support Offerings include paid parental leave, adoption assistance, bereavement leave, paid volunteer time, and U.S. emergency back‑up childcare. These supports are positioned as competitive for the sector.

HarbourVest Partners Insights

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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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