Investment Associate
1 month ago
Key Responsibilities:
- Lead smaller transactions from sourcing to close, collaborating with senior investment professionals.
- Analyze potential secondary investments and present findings to senior investment professionals.
- Maintain dialogue with sellers, agents, and GPs during deals and build external relationships for future investment opportunities.
- Coordinate initial legal and tax work with HarbourVest, seller, and third-party resources.
- Evaluate secondary investment performance, including updating General Partners and analyzing financial statements.
- Assist with writing letters to investors for regular reporting and fund updates.
- Prepare annual meeting and report materials, and update marketing materials.
Requirements:
- Strong communication abilities, both written and verbal.
- In-depth knowledge of private equity markets and financial acumen.
- Proficiency with Word, Excel, and PowerPoint.
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