• 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

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

• 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)

• 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

• 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

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

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

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

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