Portfolio Associate, Portfolio Construction & Allocation (Enterprise Investment Office)
$79k - $111kDormont Manufacturing Co
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. 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 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed. Within our Portfolio Construction & Allocation team, the Portfolio Associate will support the investment teams in areas focused on the raising and investing of capital, portfolio monitoring, as well as improving our business operations. This role will have exposure to a wide range of activities including portfolio construction and investment allocations, fund management, portfolio analysis and reporting for both commingled funds and separately managed accounts, as well as ad-hoc internal or client-specific requests. The role will also serve as a liaison with other internal departments including Investor Relations, Client Experience, Solutions, Accounting, Treasury, Tax, and Legal/Compliance, in addition to other strategy Portfolio Operations teams in Boston, Dublin, London, Hong Kong, and Singapore. Please note that this role is not focused on sourcing and evaluating investments. The ideal candidate is someone who is: An analytical, organized, and creative problem-solver A top performer who is hardworking 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 Able to communicate professionally and confidentially with colleagues of all levels and across multiple teams What you will do: Portfolio Related: Prepare, maintain, and present (where applicable) materials for internal and external quarterly portfolio reviews and updates Fund Related: Prepare portfolio construction and allocation materials to be presented to HarbourVest Committees, analyze fund capacity, reserves, investment allocation, and investment performance GP-Specific: Participate in investment group discussions in relation to the evaluation of commitments General: Leverage data, create templates, and maintain standardized / recurring analysis to support strategy team metrics Continuous Improvement: Identify and implement initiatives to improve business activities and help address investment team needs through the use of technology Client Service: Prepare, maintain, and present (where appropriate) materials for HarbourVest’s existing clients, including fund updates, portfolio updates, data room management and ad-hoc analysis And other responsibilities as required What you bring: Background in Private Markets preferred Proven problem-solving and analytical skills Excellent written and verbal communications 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 This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note 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 Dormont Manufacturing Co
- ...manager founded in 2018 with an office in New York City, provides... .... Role Description The Portfolio Management Associate will serve as the... ...on broader portfolio and investment work as the platform scales... ...guideline compliance and allocation targets, escalating deviations...Work at officeTemporary workFlexible hours
$175k - $200k
Position Summary: The portfolio solutions team is... ...to support portfolio construction, customization, and portfolio... ...efforts across investment strategies. The role... ...portfolio exposures, allocations, and risk characteristics... ...Hybrid (Four days in office). Work location:...Work at officeLocal area- ...protection. Summary The Director – Asset Allocation, Portfolio Construction will support the asset allocation team’s investment research, portfolio analysis, and decision-... ...and Location This is a full-time office-based position in Boston MA - Financial District...Work at officeFull timeWork experience placementFlexible hours
$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$206.4k - $344k
..., and sustaining three core enterprise capabilities: Enterprise Agility... ...Management, and Strategic Portfolio Management. The Director... ..., business objectives, and investment decisions. Ensure product... ...disciplines that are led by the Office of the Customer and The Way...Work at officeWork experience placement$80k - $110k
Credit Portfolio Associate For over forty years, HarbourVest has been home to a committed team of... ...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 officeRemote work1 day per week$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 - $110k
...manager approval. You may work in the office four days per week and take one remote... ...available as needed. About the Role Senior Associate, Portfolio Analytics - 3rd party vendor... ...income statements, cash flow reports, investment schedules). Preference for private equity...Work at officeRemote work- ...international private equity real estate investment firm specializing in... ...real estate, managing a portfolio of more than 1,750 properties... ...real estate. Job Summary The Associate, Portfolio Management will play... ...primarily in a professional office environment. Ability to remain...Work at office
- Cabot Properties in Boston is seeking an Associate in Portfolio Management to support portfolio-level models and reporting. This role requires a strong background in financial modeling and 2-4 years of relevant experience. The ideal candidate will collaborate across teams...
$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...- ...detail‑oriented and motivated Portfolio Administrator to join their... ...portfolio management and investment operations within a highly respected... ...activity and ensure proper allocation of funds. Investigate and... ...in Excel and Microsoft Office . Strong communication and interpersonal...Work at officeFull timeContract workInternshipRemote work
$80k - $140k
...hiring a sales distribution role within State Street Investment Management’s U.S. Wealth Business. In this role,... ...sales role, with focused travel and time in the office.As Associate Regional Consultant, Model Portfolios:You will effectively educate clients and prospects...Work at officeTemporary workCurrently hiringHome officeFlexible hours- ...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
$140.4k - $229.1k
...Bank is hiring a Senior Client Portfolio Manager - Investments (Boston - Hybrid) Hiring Range:... ...research process with regard to asset allocation, portfolio construction, risk management, identifying... .../ Physical Demands Normal office environment. Moderate travel throughout...Work at office- ...influence nearly 20% of the world’s investible assets. We’re seeking a Director, Portfolio Manager to join our Newton team... ...provide leadership in the US office. Manage a significant amount of... ...to meet investment objectives or allocation guidelines. Make business...Work at officeWork experience placementFlexible hours
$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$80k - $115k
...experienced and detail-oriented Portfolio Accounting & Recordkeeping Associate to support and develop a... ...of the official investment/performance book and record... ...Public Markets Middle Office and is pivotal to... ...in process Train others, allocate tasks and support with first...Work at officeTemporary work- ...Portfolio Manager III Boston, Massachusetts... ...to an in-office culture that supports... ...create customized investment strategies. Key responsibilities... ..., designing, constructing, managing, and... ...including asset allocation, portfolio... ...while mentoring associates. Responsibilities...Work at officeWork experience placementFlexible hoursShift workDay shift
$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- ...College, Pennsylvania Lead investment research. Shape portfolio strategy. Make a... ...meaningful voice in asset allocation, market views, manager selection... ..., and model portfolio construction — without the layers, bureaucracy... ...Location This is an in‑office leadership role based at...Work at officeFull timeTemporary workLocal areaRelocation package
$149k - $197.5k
...Liberty Mutual Investments (LMI) manages... ...one firm, one portfolio, one team mindset... ...portfolio construction, asset management... ...& Capital Allocation, Risk Management... ...a Senior Associate within the Business... ...-, and back-office processes in institutional... ...: Translate enterprise goals into...Work at officeFull timeLocal areaFlexible hours- 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
$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
$85k - $100k
...a global alternative investment management firm focused... ...across multiple offices globally. Man Group plc... ...all new business and portfolios (funds, Separately Managed... ...flows (rebalancing, allocations) in close... ...estate and portfolio construction environment, leveraging...Work at officeLocal areaFlexible hoursRotating shift$125k - $150k
...Portfolio Management Associate, Bain Capital Real Estate Location: Boston, MA... ...world's leading private investment firms with approximately... ...includes 1,950+ employees in 24 offices on four continents. We... ...and resilient portfolio construction, designed to capture long...$140k - $200k
...with a well-established real estate investment and development firm to find a Portfolio Manager suitable to join their... ...multifamily, industrial, and/or office) Lead portfolio-level budgeting... ...estate development, investment, and construction. We work closely with hiring...Work at officeFull time- ...Commercial Lending Officer To analyze and underwrite credit... ...evaluate risk within the team portfolio. Credit Underwriting •... ...underwriting Commercial and Investment Real Estate deals. • Analyze... ...demonstrate behaviors associated with Beacon Bank's Core Four...Work at office
- ...based, non‑discretionary investment advisory solution... ...approach to investing. As an Associate Wealth Advisor , you’... ...address foundational portfolio needs. This role is... ...management, asset allocation, risk awareness, and consultative... ...the importance of in-office collaboration and...Work at office
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!



