Associate, Transfer Agency Oversight

Posted 3 Days Ago
Be an Early Applicant
Boston, MA, USA
Hybrid
85K-95K Annually
Mid level
Fintech • Financial Services
The Role
Supports transfer agency oversight operations by coordinating with transfer agents, distributors, custodians, and internal teams. Assists with daily TA processes, distributor and intermediary fee calculations, payment coordination, operating model documentation, and process alignment. The role requires strong organization, communication, client service, attention to detail, and familiarity with fund administration and financial services providers.
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.


HarbourVest is seeking an Assistant Manager to join our Transfer Agency Oversight team, delivering outstanding operational services to our clients and partners. This is an outstanding opportunity to help improve and scale our global operations.


The ideal candidate is someone who has:
  • Basic understanding of fund administration and transfer agency processes
  • Eager to learn and motivated to grow in a fast-growing environment
  • Has a solid knowledge of private markets evergreen product knowledge is a plus
  • Excellent client service orientation

What you will do:
  • Assist in daily operational tasks related to TA processes
  • Support internal business teams to ensure the TA process aligns with global operating model standards
  • Join meetings with TAs, distributors, and other parties as needed
  • Act as a point of contact for the TA and various HarbourVest operation teams
  • Assist in calculating various distributor/intermediary fees and coordinating payments
  • Help maintain and update documentation of the operating model

What you bring:
  • Adept at working independently and as a part of a team
  • Prior experience withing with external providers (fund administrators, transfer agents, custodians, intermediaries)
  • Attention to detail, organized, and committed to excellence. Able to multi-task and problem solve
  • Excellent communication skills, in both written and verbal form

Education Preferred
  • Bachelor of Arts or Science (BS/BA) or equivalent experience

Experience
  • 2-4 years’ experience in financial services

#LI-Hybrid


Base Salary Range:

$85,000.00 - $95,000.00

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 eligibility, total compensation may include participation in long-term reward programs (typically for more senior-level roles). We also offer a comprehensive total rewards package that may include retirement contributions, health insurance, income protection, paid time off and leave benefits as well as well-being 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

  • Basic understanding of fund administration and transfer agency processes
  • Excellent client service orientation
  • Prior experience working with external providers, including fund administrators, transfer agents, custodians, or intermediaries
  • Attention to detail, organization, multitasking, and problem-solving ability
  • Excellent written and verbal communication skills
  • Ability to work independently and as part of a team
  • Bachelor of Arts or Bachelor of Science degree, or equivalent experience
  • Two to four years of experience in financial services
  • Knowledge of private markets evergreen products

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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