Associate, Transfer Agency Oversight

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.

Harbour. Vest is seeking an Assistant Manager to join our Transfer Agency Oversight team, delivering outstanding operational services to our clients and partners. This is an outstanding opportunity to help improve and scale our global operations. The ideal candidate is someone who has: Basic understanding of fund administration and transfer agency processes Eager to learn and motivated to grow in a fast-growing environment Has a solid knowledge of private markets evergreen product knowledge is a plus Excellent client service orientation What you will do: Assist in daily operational tasks related to TA processes Support internal business teams to ensure the TA process aligns with global operating model standards Join meetings with TAs, distributors, and other parties as needed Act as a point of contact for the TA and various Harbour.

Vest operation teams Assist in calculating various distributor/intermediary fees and coordinating payments Help maintain and update documentation of the operating model What you bring: Adept at working independently and as a part of a team Prior experience withing with external providers (fund administrators, transfer agents, custodians, intermediaries) Attention to detail, organized, and committed to excellence.

Able to multi-task and problem solve Excellent communication skills, in both written and verbal form Education Preferred Bachelor of Arts or Science (BS/BA) or equivalent experience Experience 2-4 years’ experience in financial services #LI-Hybrid Base Salary Range: $85,000.00 - $95,000.00 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.