Portfolio Associate, Portfolio Construction & Allocation (Enterprise Investment Office)
$79k - $111kHarbourVest 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. Work Arrangement This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office four days per week and take one remote day weekly (typically 13 weeks per quarter), leaving five additional remote days to be used as needed. Portfolio Associate Responsibilities Prepare, maintain, and present materials for internal and external quarterly portfolio reviews and updates. Prepare portfolio construction and allocation materials for HarbourVest Committees, analyze fund capacity, reserves, investment allocation, and performance. Participate in investment group discussions in relation to the evaluation of commitments. Leverage data, create templates, and maintain standardized/recurring analysis to support strategy team metrics. Identify and implement initiatives to improve business activities and address investment team needs through technology. Prepare, maintain, and present materials for existing clients, including fund updates, portfolio updates, data room management, and ad‑hoc analysis. Other responsibilities as required. What you bring Background in Private Markets preferred. Proven problem‑solving and analytical skills. Excellent written and verbal communication skills. Strong attention to detail. Proficiency with Microsoft Word, Excel, PowerPoint, DealCloud, and Intralinks. Education Preferred Bachelor of Arts (B.A) or equivalent experience. Bachelor of Science (B.S) or equivalent experience. Experience 3–5 years of relevant experience in Finance or Accounting capacity preferred. Salary Range $79,000.00 - $111,000.00 USD base salary. This range represents only one component of total compensation and is provided in accordance with local requirements. The role is eligible for a discretionary annual bonus, long‑term reward programs, and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Eligibility for certain components will vary by position and geography. The posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries. #J-18808-Ljbffr HarbourVest Partners
$79k - $111k
...solutions to our clients and investing partners. As our global firm grows... ...you may choose to work in the office 4 days per week and take one... ...used as needed.Within our **Portfolio Construction & Allocation** team, the **Portfolio Associate** will support the investment...Work at officeLocal areaRemote work1 day per week$79k - $111k
...Partners (U.K.) Limited is seeking a Portfolio Associate to join its Portfolio Construction & Allocation team in Boston. This hybrid role focuses on supporting investment teams through portfolio analysis... ..., and proficiency in Microsoft Office tools. Salary ranges from $79,00...Work at office$107k - $147k
...solutions to our clients and investing partners. As our global... ...may choose to work in the office 4 days per week and take one... ...The Liquidity Solutions Associate within the Enterprise Investment Office (EIO) supports... ...(legal, accounting, tax, portfolio analytics, fund management...Work at officeLocal areaRemote work1 day per week- Job Description Senior Client Portfolio Manager - Investments (Boston - Hybrid) Summary Manages... ...research process with regard to asset allocation, portfolio construction, risk management, identifying... .../ Physical Demands Normal office environment. Moderate travel throughout...Work at office
$80k - $140k
A family office in Boston is seeking a Portfolio Associate to support Senior Advisors in various tasks including client onboarding, portfolio transactions, and reporting. Candidates should have 2-5 years of relevant experience in wealth management. While a Series 65 license...Work at office$80k - $140k
Portfolio Associate, family office located just West of Boston As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment/asset/wealth management firms located in and around Boston which serve a private wealth and/or institutional client base, with...Work at office$140k - $175k
Senior Portfolio Associate, Family Office Located Just West of Boston The role involves providing dedicated support to the Managing Principal’s clients, the largest clients in the firm, by performing an array of duties including client onboarding, processing portfolio...Work at office$110k - $140k
The Fixed Income Portfolio & Data Analyst supports... ...Fixed Income investment teams through... ...a member of the Enterprise Data & Analytics... ..., credit, sector allocation, attribution. Proficiency... ...in our Boston office on a hybrid... ...opportunities to all associates and applicants for...Work at officeLocal areaRemote work1 day per week$90k - $136k
Senior Associate, Portfolio Analytics page is loaded## Senior Associate, Portfolio Analyticslocations... ...solutions to our clients and investing partners. As our global firm grows, we... ...example, you may choose to work in the office 4 days per week and take one remote day...Work at officeLocal areaRemote work1 day per week$79k - $111k
HarbourVest Partners is seeking a Portfolio Associate in Boston, MA. This hybrid position requires 3-5 years of relevant finance or accounting experience. Responsibilities include preparing portfolio materials and analyzing fund performance. Candidates should have strong...$165k - $200k
...take place inside and outside of a company office. This position provides essential... ...analysis background. Responsibilities Portfolio management - Prepare timely and insightful... ...benefits program to meet the needs of our associates. The base pay for this position is generally...Work at office$206.4k - $344k
Director - Enterprise Agility, Product Management & Strategic Portfolio Management page is loaded## Director - Enterprise Agility... ..., business objectives, and investment decisions.* **Ensure product-... ...disciplines that are led by the Office of the Customer and The Way We...Work at officeWork experience placement$90k - $125k
The Taxable Bond Portfolio Analyst will support portfolio... ...risk, and support investment decisions across taxable... ...with IT and the Enterprise Data and Analytics team... ...is based in our Boston office on a hybrid schedule -... ...opportunities to all associates and applicants for employment...Work at officeLocal areaRemote workDay shift1 day per week$63.44k - $95.16k
...& Shop. Ahold Delhaize USA associates support the brands with a wide... ...more. Overview The Project Portfolio Analyst is accountable and responsible... ...and 2 remote days. Our core office locations include Salisbury,... ...tool business vision and enterprise-wide strategy Collaborates...Work at officeFull timeWork experience placementRemote workFlexible hours$85k - $100k
...growing capital in real estate investments and development... ...financial reporting, their portfolio of residential land development... ...working 8:30AM - 5:30PM in the office on Tuesdays, Wednesdays, and... ...waiver compliance, expense allocations. Manage the month-end, quarterly...Work at officeFull timeRemote workMonday to Friday- TwinFocus, a leading multifamily office and private investment firm in Boston, is seeking a Portfolio Analyst to join their Investment Team. This role involves monitoring client portfolios, preparing client communications, and performing analysis across various investment...Work at office
$92k - $145k
...Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking... ...Wells Fargo is seeking an Associate Tax Credit Asset Manager (Commercial Real Estate Portfolio Manager) within the Corporate... ...site in accordance with current office requirements Ability to...Work at officeFull timeWork experience placementRelocation package$70k - $80k
...Planers is seeking an experienced Trader / Investment Analyst in Boston. This role involves executing trades and conducting portfolio analytics primarily using Orion Eclipse. Candidates... ...is primarily remote with occasional in-office requirements. #J-18808-Ljbffr MY Wealth...Work at officeRemote job- ...seeking an experienced Senior Portfolio Analyst with a technology... ...role towards Geode’s overall Investment and Risk management. This is... ...Boston, MA with a weekly in-office schedule of Tuesdays,... ...across analytics solutions enterprise‑wide. Skills You Bring: 6+...Work at officeRemote workMonday to Friday
$100k - $200k
Quantitative Portfolio Engineer page is loaded##... ...is a registered investment adviser and wholly... ...specialized in the design, construction, and management of asset allocation solutions, as well... ...Hybrid, requiring associates to work onsite... ...-F) in a Fidelity office. This does not...Work at office- ...Accountant to provide specialized accounting support for commingled investment portfolios. The role includes ensuring timely and accurate deliverables... ...Candidates should possess a BA/BS degree, strong Microsoft Office skills, and the ability to work under pressure. This...Work at office
- A financial services provider in Boston is seeking an Investment Associate to support Portfolio Advisors by handling client inquiries, preparing reports... ...values excellent communication skills. This position is office-based and requires prior experience in the financial...Work at office
- MIT Investment Management Company in Cambridge, Massachusetts is seeking an Assistant Controller... ...for managing a $3 billion real estate portfolio, overseeing daily accounting activities,... .... Proficiency in Yardi and Microsoft Office is preferred. This position offers a collaborative...Work at office
$90k - $100k
Belt Atlantic seeks an Acquisitions and Portfolio Finance Analyst at the Boston Corporate Office. The role involves supporting the Director with acquisitions and financial strategies. Responsibilities include building detailed financial models, analyzing market conditions...Work at office$100k - $140k
...Advanced capability of all wealth, investment, and financial planning processes Begins... ...financial plans and investments and portfolio allocations Assist in preparation for client meetings... ...physical capabilities to work in an office environment, which may include...Work at officePermanent employmentTemporary workFlexible hours- A prestigious investment firm in Boston is seeking a highly motivated junior professional to... ...evaluation of investments, monitoring portfolio performance, and contributing to research... ...salary range and a hybrid work model with in-office and remote days. #J-18808-Ljbffr Harvard...Work at officeRemote work
$75k - $90k
Landing Point is hiring a Portfolio Analyst for their Boston office. This role focuses on investment strategy implementation and performance reporting. Responsibilities include ensuring data quality, preparing client reports, and executing trades. Candidates should have...Work at office$90k - $125k
A financial services firm in Boston seeks a Taxable Bond Portfolio Analyst to support portfolio managers and traders in managing fixed income... ...qualifications. This hybrid role requires 4 days in-office and 1 day remote, with a competitive base salary ranging from $...Work at officeRemote work$70k - $80k
Balanced Rock Investment Advisors is a Boston-based fee... ...trade execution and portfolio analytics across our... ...portfolios for drift, allocation breaches,... ...day per week at our office in the Roslindale neighborhood... ...-18808-Ljbffr Acord (association For Cooperative Operations...Work at officeRemote job1 day per week$100k - $140k
....* Advanced capability of all wealth, investment, and financial planning processes* Begins... ...financial plans and investments and portfolio allocations* Assist in preparation for client... ...the physical capabilities to work in an office environment, which may include prolonged...Work at officePermanent employment
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Associate, Portfolio Construction & Allocation (Enterprise Investment Office). Be the first to apply!

