Performance Measurement Associate

Posted Yesterday
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Boston, MA, USA
In-Office
75K-80K Annually
Junior
Fintech • Financial Services
The Role
Provide portfolio analytics, performance review and reporting for evergreen private markets investments. Reconcile third-party data, prepare monthly track records, support RFPs and client data requests, improve processes and controls, validate system enhancements, and document performance reporting procedures.
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.
 

We are seeking a self-motivated Performance Measurement Analyst to join the Performance Measurement Group. The Performance Measurement Analyst will provide portfolio analytics, performance and reporting services for the firm’s evergreen private markets investments. This individual will work closely with the department’s internal performance measurement team as well as other departments (Investments, Investor Relations, Accounting, Marketing, Client Reporting, etc.) where necessary to provide support to the Firm’s global investment activities.
 

The ideal candidate is someone who:
  • Passionate about data/reporting

  • Always looking to improve processes

  • Customer service oriented

  • Able to thrive in a fast paced, high volume environment

  • A great teammate!
     

What you will do:
  • Timely review of fund performance including review and reconciliation of 3rd party monthly data

  • Preparation and/or review of monthly track records and contribution to return analysis

  • Assist and support the RFP team with compiling and completing data requests as needed

  • Assist and support the Client Service team with compiling and completing data requests

  • Assist internal teams with ad-hoc data requests as needed

  • Identify and implement process changes to increase timely and accurate delivery of performance data

  • Work with technology teams to develop and improve system functionality and validate enhancements

  • Develop proper controls to identify, research and resolve any performance data issues

  • Assist with creating documentation for uninterrupted performance reporting (documentation of unique processes/procedures, etc.)
     

What you bring:
  • Experience in investment operations and/or investment performance, ideally in private markets

  • Ability and desire to work independently as well as part of a team

  • Problem solving skills and ability to oversee execution of accurate and high-quality finished products

  • Proven ability to multi-task and manage priorities against key deadlines

  • Strong attention to detail, analytical skills, and experience in reconciling data

  • Strong verbal and written communication skills

  • Ability to communicate and collaborate with stakeholders across different time zones
     

Education
  • Bachelor’s Degree in Finance, Accounting or related area required

  • Chartered Alternative Investment Analyst (CAIA) and/or Certificate in Investment Performance Measurement (CIPM) a plus
     

Experience
  • 2+ years in investment operations or finance experience in private equity capacity preferred

  • Work experience in the private wealth sector a plus

#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

  • Bachelor's Degree in Finance, Accounting, or related field
  • Experience in investment operations and/or investment performance (private markets preferred)
  • 2+ years in investment operations or finance experience in private equity capacity
  • Strong attention to detail and analytical skills, including experience reconciling data
  • Strong verbal and written communication skills; ability to collaborate across time zones
  • Ability to work independently and as part of a team; problem solving and multitasking skills
  • Chartered Alternative Investment Analyst (CAIA) and/or Certificate in Investment Performance Measurement (CIPM)
  • Customer service orientation and passion for data/reporting
  • Work experience in the private wealth sector
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