Senior Associate, Evergreen Product Operations

HarbourVest Inc

Boston, United States
Base: $113,000.00 - $157,000.00; bonus/equity: dis...
Hybrid
Sec-registered funds operational workflows
Coordinating with external service providers
Investment company act knowledge
Support the Head of U.S. Evergreen Product Operations and broader Evergreen team to ensure timely and accurate operational execution across the Evergreen product lineup

Job Summary

  • Support the Head of U.S. Evergreen Product Operations and broader Evergreen team to ensure timely and accurate operational execution across the Evergreen product lineup.
  • Assist with gathering information and preparing materials for marketing content, product updates, RFP responses, and distributor onboarding.
  • Assist with the preparation of accurate, comprehensive Board materials for the Evergreen fund Boards of Trustees.

Matching Summary

Support the Head of U.S. Evergreen Product Operations and broader Evergreen team to ensure timely and accurate operational execution across the Evergreen product lineup.

Salary

Base: $113,000.00 - $157,000.00; Bonus/Equity: Discretionary annual bonus, eligibility for long-term reward programs; Benefits: Comprehensive total rewards package including retirement, health, insurance, paid time off, and wellness programs

Skills & Requirements

Must-have

  • SEC-registered funds operational workflows
  • Coordinating with external service providers
  • Investment Company Act knowledge
  • Investment Advisers Act knowledge
  • Securities Act knowledge
  • Securities Exchange Act knowledge
  • Supporting separately managed accounts

Nice-to-have

  • Entrepreneurial spirit
  • Collaborative, open-door culture
  • Innovative thinking
  • Continuous improvement mindset
  • Interest in refining processes

Key Requirements

  • 5–8 years of experience
  • Experience with 40 Act Funds
  • Experience with 34 Act 3(c)(7) Funds
  • Strong experience with Excel

Work Rights

Not specified

Tailored Resume

Cover Letter