Associate, Transfer Agency Oversight
HarbourVest
- Pay
- $85K to $95K
- a year
- Location
- Boston, United States
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 19
- 3 days ago
Career path
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About the company
HarbourVest
Venture capital & private equity · 1,001 to 5,000 employees
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.
What you'll do
- Assist in daily operational tasks related to TA processes
- Support internal business teams to ensure the TA process aligns with global operating model standards
- Join meetings with TAs, distributors, and other parties as needed
- Act as a point of contact for the TA and various HarbourVest operation teams
- Assist in calculating various distributor/intermediary fees and coordinating payments
- Help maintain and update documentation of the operating model
What you need
- 2-4 years’ experience in financial services
- Prior experience with external providers (fund administrators, transfer agents, custodians, intermediaries)
- Adept at working independently and as a part of a team
- Attention to detail, organized, and committed to excellence
- Able to multi-task and problem solve
- Excellent communication skills, in both written and verbal form
- Bachelor of Arts or Science (BS/BA) or equivalent experience (preferred)
- Solid knowledge of private markets evergreen product knowledge (preferred)
Key skills
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Perks
- retirement contributions
- health insurance
- income protection
- paid time off
- leave benefits
- well-being programs
- discretionary annual bonus
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