Vice President, Evergreen Investment Specialist

HarbourVest Partners; Boston (MA); On-site; USD 185,000 - 200,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

HarbourVest Partners is seeking a Vice President, Investment Specialist to drive growth of private equity evergreen solutions for wealth and institutional investors. The role collaborates with Investor Relations and Private Wealth teams to win new business and develop cross-functional capabilities.

The candidate will educate internal partners, present to clients, and manage RFPs and client responses to ensure quality submissions.

Qualifications

• Strong understanding of private market evergreen vehicles and a deep knowledge of private equity and the private wealth market.
• Excellent presentation and client engagement skills with the ability to tailor information based on the audience.
• Strong relationship management skills to partner with HarbourVest Investment and Investor Relations teams as well as external prospects and clients.
• Strong investment and analytical competence.
• Strong written skills.
• High level of maturity and ability to multi-task with little supervision.
• Entrepreneurial approach with forward-thinking and ability to work without a playbook.
• Willingness to travel.
• Understanding of the investment process.
• Understanding of quantitative investment measurements and statistical tools.

Responsibilities

• Support sales by bringing in-depth vehicle and market expertise to prospect and client meetings.
• Support Investor Relations in discussions with private wealth prospects, clients, distribution partners and institutional investors.
• Discuss the broader investment landscape and client portfolios to frame opportunities.
• Propose solutions to client challenges considering operational impact and wider business context.
• Understand competitors, fundraising trends and industry dynamics.
• Engage internal teams to collect market feedback for product evolution.

Skills

Private markets

Presentation skills

Relationship management

Investment analysis

Written skills

Travel willingness

Investment process

Quantitative tools

Education

MBA/CFA preferred

Job description

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.

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. There will also be the need for travel.

The Vice President, Investment Specialist will work to drive the growth of HarbourVest’s private equity evergreen solutions in the United States. HarbourVest’s evergreen solutions include private markets comingled vehicles and separate account opportunities, targeted at private wealth and institutional investors. Responsibilities include working alongside Investor Relations and Private Wealth teams to facilitate new business wins, identifying capability builds that cross-functionally improve the product and identifying adjacencies for new product development. This individual will be responsible for educating and engaging with the global Private Wealth and Investor Relations teams and other internal partners; making pitches to clients and prospects; conducting portfolio reviews with clients and overseeing important client responses to ensure quality of submissions.

Guided by a clear and ambitious mission, the Evergreen Solutions Team is enabling HarbourVest to become the leading multimanager provider of private markets focused evergreen solutions for wealth and institutional investors globally. Our team blends deep investment expertise with industry‑leading data, technology, and portfolio management capabilities to deliver seamless, scalable solutions for institutions and wealth partners. We collaborate across HarbourVest to build purpose‑built tools, streamline operations, and deliver transparent insights that support thoughtful allocation and long‑term portfolio construction.

The ideal candidate is someone who has:

• A strong understanding of private market evergreen vehicles and a deep knowledge of private equity and the private wealth market.
• Excellent presentation and client engagement skills with the ability to tailor information based on the audience.
• Strong relationship management skills to partner closely with fellow HarbourVest Investment and Investor Relations professionals, as well as external prospects and clients.
• Strong investment and analytical competence.
• Strong written skills.
• A high level of maturity and ability to multi-task with little direct supervision.
• An entrepreneurial approach with an ability to be forward-thinking and work without a playbook.
• A desire for travel.
• An understanding of the investment process.
• A strong understanding of quantitative investment measurements and statistical tools.

What you will do:

External responsibilities:

• Support sales, by bringing in-depth vehicle and market expertise to prospect and client meetings.
• Support the Investor Relations teams in their discussions with private wealth prospects, clients, distribution partners and institutional investors. Demonstrate deep knowledge of the market, product, HarbourVest’s capabilities, solution and differentiation.
• Take into account the broader picture; engage externally around a broad range of business and investment topics. Speak with nuance around the investment landscape, client portfolio and market outlook.
• Display creativity and problem solving in proposing solutions to client challenges. Consider the wider business implications and context (complexity, operational impact) in discussions that will result in the optimal outcome for HarbourVest.
• Deep understanding of key competitors, fundraising and industry trends.

Internal product specialist responsibilities:

• Engage with the Private Wealth and Investor Relations teams to collect feedback from the market. Synthesize market feedback and competitive intelligence and apply it to product evolution and content development.
• Project manage the sales opportunity set and go-to-market strategy for US private equity evergreen products. Act as liaison point for all evergreen collective sales efforts, organized across various teams for the product.
• Partner with the Investor Relations team to serve as the main point of contact to arrange calls/meetings, follow-ups, comprehensive investment knowledge, identity and address concerns and provide guidance through diligence.
• Educate the Private Client and Investor Relations teams on the product and strategy.
• Oversee important RFPs, written collateral, portfolio updates and client responses to ensure the quality of submissions.

Education Preferred:

Strong academic and professional credentials. MBA and / or CFA preferred but not required.

Experience:

10+ years of investment or product roles with a client service orientation. An investment research background is a plus. Must have a blend of product leadership, investment capabilities and commercial sense. Relevant backgrounds include product specialist for liquid products, investment banking, equity analyst, consulting or transaction services experience. Spanish language fluency is an asset.

Base Salary Range:

$185,000.00 - $200,000.00

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.