Senior Associate, Transfer Agency Oversight

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 minimum per week in the office.

HarbourVest is seeking a Senior Associate to join our new Transfer Agency Oversight team, delivering outstanding operational services to our clients and partners. This is an outstanding opportunity to help improve and scale our global operations.

The ideal candidate is someone who is:

• Strong operational knowledge, with a deep understanding of fund administration and Transfer Agency processes, specifically with closed end funds, as well as evergreen structures

• Motivated (self-starter), able to work across multiple teams, different levels of seniority and geographies

• Collaborative and skilled at building strategic operating models to support business growth and scale

• Risk-aware, with the capabilities to find opportunities and implement solutions

• Excellent client service orientation
   

What you will do:

• Have daily operational oversight, assessing the efficiency and effectiveness of TA processes, including data validation, document handling, and timely execution of transactions

• Partner with internal business teams to represent HarbourVest to ensure the TA meets the global operating model standards

• Lead and facilitate meetings with TAs, distributors, and other parties as needed

• Act as an escalation contact for the TA and various HarbourVest operation teams

• Calculate various distributor/intermediary fees and coordinate payments.

• Own the documentation and evolution of the operating model ensuring that accountabilities and deliverables are clearly defined, understood, and met

• And other responsibilities as required
   

What you bring:

• Knowledge of the private wealth industry, inclusive of open and closed ended products

• Prior experience withing with external providers (fund administrators, transfer agents, custodians, intermediaries)

• Attention to detail, organized, and committed to excellence. Able to multi-task and problem solve

• Excellent communication skills, in both written and verbal form
   

Education Preferred:

• Bachelor of Arts or Science (BS/BA) or equivalent experience
   

Experience:

• 5+ years’ experience in financial services preferably in private equity (Associate level)