Associate, Evergreen Portfolio Management - Investment Data

Job Description Summary For over forty years, Harbour. Vest 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.

Harbour. Vest 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.

About Evergreen Portfolio Management The Evergreen Portfolio Management team manages Harbour. Vest's product suite of private markets evergreen portfolios. The team actively manages fund liquidity, supports new investment activity, and advises on the launch of new product portfolios. We are looking to expand our team amid strong momentum and growing demand for our evergreen products.

Within our team, we value individuals who bring an entrepreneurial approach and are eager to make a meaningful impact at Harbour. Vest. In this role as an Evergreen Portfolio Management Investment Data Associate, you will handle various responsibilities while building and maintaining our investment data universe. You will work on a nimble team developing connections across the Harbour.

Vest platform including the dedicated Portfolio Managers, capital markets, investment teams, investment operations, legal, as well as senior leadership. Evergreen Portfolio Management Investment Data Associates think like portfolio managers, researchers and problem solvers. This requires strong data skills, analytical capabilities, familiarity with the investment process (preferably private equity), a deep understanding of investment concepts, and an entrepreneurial attitude.

What You’ll Do Serve as the primary liaison between Evergreen Portfolio Management and Harbour. Vest’s investment data lake, ensuring seamless data access and alignment. Generate analytical insights that advise liquidity planning, portfolio construction, and performance optimization across evergreen strategies. Leverage the investment data lake to proactively develop data‑driven recommendations that improve Evergreen Portfolio Management decision making.

Maintain regular communication with Evergreen Portfolio Managers and senior investment professionals to translate insights into strategic actions. Build strong cross‑functional partnerships with the Quantitative Investment Sciences team to deepen analytical rigor and expand modeling capabilities. Create and maintain dashboards that transform complex investment data into clear, actionable views for portfolio management.

Produce high‑quality internal and external materials drawing from Harbour. Vest’s investment data repository to support fundraising, client engagement, and firmwide inquiries. Innovate new applications of investment data across evergreen strategies (e.g., private equity, private credit, infrastructure) to scale the platform and strengthen decision‑making frameworks.

Who You Are

2+ years of experience in engineering, data science, or a quantitative investment environment. Proficient in SQL, Python, and data analysis skills, to support system design and testing Experience with business intelligence tools such as Tableau, Power BI, or equivalent Proven ability to handle large, complex structured and unstructured data sets, extracting relevant insights while rigorously validating data quality throughout the process Track record of identifying trends from underlying data, distilling complexity into actionable conclusions, and articulating the “so what” in a concise, compelling manner Experience presenting findings to a diverse audience, including senior investment professionals Experience within investment management, private markets (specifically including private equity and/or private credit), or Fin.

Tech industry is preferred Education Preferred Bachelor of Arts or Science (B.A / B.S.), or equivalent experience Experience 3-5 Years of business analyst experience in the investment management or Fin. Tech industry is preferred #LI-Hybrid Base Salary Range: $120,000.00 - $147,000.00 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 eligibility, total compensation may include participation in long-term reward programs (typically for more senior-level roles). We also offer a comprehensive total rewards package that may include retirement contributions, health insurance, income protection, paid time off and leave benefits as well as well-being 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.