Vice President, Transfer Agency Oversight

Job Description Summary Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application. 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, which translates to 2-3 days minimum per week in the office. Join HarbourVest Advisers L.P. as our Vice President, overseeing Transfer Agency and be part of a dynamic team in Boston, MA, delivering outstanding operational services to our clients and partners. This is an outstanding opportunity to craft and improve our ambitious global operations, ensuring outstanding service and compliance. The ideal candidate is someone who is: Extraordinarily driven with a proven ability to understand both current state models and the bigger picture. Collaborative and skilled at building strategic operating models to support business growth. Risk-aware with the capabilities to find opportunities and implement solutions. Positive, willing to learn, and collaborative, with a focus on finding solutions. Dedicated to delivering elite customer service. What you will do: Daily operational oversight, assessing the efficiency and effectiveness of TA processes, including data validation, document handling, and timely transaction execution. Identify and mitigate potential risks associated with TA operations, such as errors in recordkeeping or non-compliance issues. Review and confirm the quality of reports issued by the TA to meet expectations. Partner with internal business teams to represent HarbourVest and ensure the TA meets global operating model standards. Perform periodic audits to verify the accuracy and completeness of TA records and procedures. Act as a liaison between HarbourVest, TA, and third parties to facilitate communication and address inquiries or concerns. Lead and facilitate meetings with TAs, distributors, and collaborators. Work closely with distributors to ensure service levels are met and collaborate on changes related to advisors, custodians, or platforms. Disseminate reports related to fund information, regulatory requirements, or client information as needed. Calculate various distributor/intermediary fees and coordinate payments. Collaborate with collaborators to understand data needs and improve data integration capabilities. What you bring: Extensive experience working with external providers (fund administrators, distributors, intermediaries, custodians) and private wealth investors. Operational knowledge of open and closed-end funds in a transfer agency capacity. Demonstrated experience in a highly collaborative culture, working closely with senior leadership across different functions. Expertise in managing third-party relationships, from vendor selection to performance management. Outstanding written and verbal communication skills, capable of engaging with all levels, including senior management. A strong sense of accountability and the ability to form meaningful connections. Education Preferred: Bachelor of Science (B.S) or equivalent experience. Experience: 15+ Years operational experience with a minimum of 5 years in a management role preferred (Manager level, VP, SVP, or MD) #LI-Hybrid #J-18808-Ljbffr

Created: 2025-01-07