What are the responsibilities and job description for the Analyst, Transaction Team position at HarbourVest Partners?
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:
Bachelor of Science (B.S) or equivalent experience
Experience
2-5 Years of relevant experience preferred
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
- 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
- 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
Bachelor of Science (B.S) or equivalent experience
Experience
2-5 Years of relevant experience preferred
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