Portfolio Associate

Posted 12 Days Ago
Be an Early Applicant
Singapore
1-3 Years Experience
Fintech • Financial Services
The Role
The Portfolio Associate will support fundraising and investment activities for HarbourVest's Direct Co-Investment group. Responsibilities include portfolio construction, investment analysis, and coordinating with internal departments. This is a hybrid work arrangement role based in the Singapore office.
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, which translates to 3 days per week in the Singapore office.

Our Direct Co-Investment group is looking for a motivated Portfolio Associate to support the fundraising and investment of capital as well as the improvement of business operations. This role will gain exposure to a wide range of activities including portfolio construction and investment allocations, fund management, portfolio analysis and reporting, and the investment process. The Portfolio Associate will also serve as a liaison with internal departments such as Treasury, Accounting, Tax, Legal/Compliance, Client Service, and Investor Relations. The Portfolio Associate will work closely with the Direct Portfolio team in Boston, London, Dublin, Hong Kong, and Singapore as well as the broader global Direct Co-Investment team. Please note that this role is not focused on evaluating and executing direct investments.

The ideal candidate is someone who is:

  • Driven to learn all aspects of the Direct Co-Investment business
  • Diligent and strongly focused on the execution of tasks
  • Able to efficiently prioritize multiple projects and target dates
  • A team-player that can work collaboratively and independently to fulfill their responsibilities
  • Able to persuade and influence successful outcomes

What you will do:Direct Investment Monitoring and Operations

Fund-Related

  • Prepare portfolio construction and allocation materials to be presented to HarbourVest Committees
  • Analyze fund capacity, reserves, investment allocation, and investment performance

Portfolio-Related

  • Prepare and maintain monitoring materials for all aspects of the Direct Co-Investment portfolio
  • Maintain and analyze Direct group databases and critical metrics (e.g. deal log, investment activity, investment scores, data integrity of internal systems)
  • Prepare and coordinate materials for internal direct portfolio presentations (e.g. semi-annual portfolio review and annual meeting presentations)

Company-Specific

  • Participate in Direct Co-Investment group discussions in relation to the evaluation of investments
  • Participate in ad-hoc projects in relation to existing portfolio companies

General

  • Find opportunities for continuous improvement and ensure processes are streamlined and scalable
  • Assist with the implementation of Direct Co-Investment group central initiatives, ad-hoc operational projects, and other aspects of group management
  • Respond to internal queries and requests in relation to the Direct Co-Investment portfolio

Client Service

  • Prepare, maintain, and present (where appropriate) materials for HarbourVest’s existing clients, including fund updates
  • Manage separate accounts, including portfolio updates, data room management, and ad-hoc analysis
  • And other responsibilities as required

What you bring:

  • Background in Private Markets preferred
  • Strong problem-solving and analytical skills
  • Excellent written and verbal communication skills
  • Experience with Microsoft Word, Excel, PowerPoint, Intralinks, and DealCloud

Education Preferred:

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

Experience:

  • 3-5 Years of relevant experience in Finance or Accounting capacity preferred

#LI-Hybrid

Top Skills

SQL
The Company
HQ: Boston, MA
904 Employees
On-site Workplace
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.

Jobs at Similar Companies

MassMutual India Logo MassMutual India

Data Engineer

Big Data • Fintech • Information Technology • Insurance • Financial Services
Hyderabad, Telangana, IND

TBD Logo TBD

Tech Lead/Staff Engineer, TBD

Blockchain • Fintech • Financial Services • Cryptocurrency
Remote
Hybrid
San Francisco, CA, USA
190 Employees
240K-359K Annually

Energy CX Logo Energy CX

Talent Acquisition Specialist

Greentech • Professional Services • Business Intelligence • Consulting • Energy • Financial Services • Utilities
Easy Apply
Chicago, IL, USA
55 Employees
65K Annually

Similar Companies Hiring

TBD Thumbnail
Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
190 Employees
Energy CX Thumbnail
Utilities • Professional Services • Greentech • Financial Services • Energy • Consulting • Business Intelligence
Chicago, IL
55 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account