Analyst, Transaction Team

Posted 16 Days Ago
Be an Early Applicant
Boston, MA
Junior
Fintech • Financial Services
The Role
The Analyst will support the Transactions team with capital investments, manage closing processes, track documentation, and coordinate with internal and external parties.
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 2-3 days minimum per week in the office.

The Analyst will serve as a member of the Transactions team supporting Primary Partnerships, Secondary, and Direct Co-Investments in investing capital as well as improving business operations. The role will have exposure to a wide range of activities surrounding the transaction closing process. This includes but is not limited to communication among relevant internal and external parties, managing closing process and documentation, allocation of investments across pools of capital, recording and reconciling transactions in our internal systems, and Know Your Client (KYC).

This position will serve as a liaison with internal departments such as Legal, Accounting, Treasury, Tax, Compliance, and Portfolio Analytics, in addition to external parties, while observing all internal policies.

The Analyst will also work closely with the Investment teams in Boston, Toronto, London, Hong Kong, and Singapore. Prior experience with private equity, private credit, or corporate law firm would be an asset. This role is not focused on evaluating investment opportunities.

The ideal candidate is someone who is:

  • An exceptionally organized individual with an outstanding attention to detail
  • A team-player that is able to efficiently prioritize multiple projects and meet target dates with little direct supervision
  • Quick to develop a strong understanding of new systems, data relationships, and processes
  • Able to communicate professionally and confidentially with colleagues of all levels and across multiple teams

What you will do:

  • Collaborate with deal teams cross-strategy and external legal counsel to execute the closing of investments including provide supplemental materials to counsel
  • Coordinate calls and maintain internal systems for planning and tracking investment closings for firm wide reference
  • Coordinate with appropriate parties including treasury to facilitate and prepare the funding package for investments, ensuring that all requirements are satisfied completely, accurately, and in a timely manner
  • Work closely across multiple groups and geographies to ensure compliance with all closing processes, internal documentation, and reporting procedures
  • Review approval documents, allocation schedules, notices, and legal documents. Reconcile discrepancies and work in internal systems and with internal business partners to ensure that appropriate information is entered in our systems accurately and completely
  • Track and upload transaction related legal and authorization documents
  • Coordinate the preparation of deal related marketing materials like descriptions and case studies
  • Prepare invoices for deal-related expenses and provide allocations for deal-related invoices received
  • Other responsibilities as required

What you bring:

  • Proven problem-solving and analytical skills
  • Strong attention to detail
  • An ability to handle multiple projects
  • Excellent written and verbal communication skills
  • Experience working with Microsoft Excel, Word and PowerPoint
  • Prior experience with private markets or corporate law would be an asset

Education Preferred

Bachelor of Science (B.S) or equivalent experience

Experience

2-5 Years of relevant experience preferred

#LI-Hybrid

Top Skills

Excel
Microsoft Powerpoint
Microsoft Word
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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.

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