Principal – Portfolio Manager
| Company | HarbourVest |
|---|---|
| Location | Boston, MA, USA, London, UK, Dublin, Ireland |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s, MBA |
| Experience Level | Senior, Expert or higher |
Requirements
- At least 6 years of private equity investing experience including structuring and closing transactions
- Knowledge of evergreen products and regulations including those with monthly or quarterly redemptions
- Experience of selling private equity; with experience of selling through third party distributors preferred
- Prior experience of secondary investing (either LP Led or GP led (AKA CVs)
- Top level communications skills with ability to deliver it across mediums
- Experience of global travel with the ability to speak another language fluently welcome
Responsibilities
- Lead portfolio construction for open-ended evergreen funds.
- Oversee tactical plan development and provide input/recommendations as necessary.
- Lead discussions around the development and implementation of investment capacity.
- Attend strategy investment committee meetings to understand asset profiles for open-ended evergreen funds.
- Manage provision of liquidity analysis, subscriptions, redemptions, credit facility sizing/usage, hedging, and portfolio asset sales.
- Develop and implement portfolio stress testing.
- Ensure all internal and external reporting requirements are fulfilled.
- Participate and lead fundraising meetings with existing clients, distribution partners, prospective distributions, and prospective investors.
- Provide quarterly market outlook analysis, ensuring consistency with investment strategies.
- Assist with client requests and fundraising inquiries.
- Provide direction to the team on regulatory and board analysis and reporting.
- Maintain a general awareness of new product roadmap and timelines.
- Assist with new product launches (seed asset review, credit facility strategy, liquidity and stress testing, tactical plan development, etc).
- Develop relationships with Wealth and the Evergreen Fund Management team, providing support and guidance to help us scale while providing leverage for the HarbourVest platform.
Preferred Qualifications
- 8-10 Years experience preferred (VP/Principal level)
- Bachelor of Arts (B.A) or equivalent experience
- Bachelor of Science (B.S) or equivalent experience
- Masters in Business Administration