Investment Associate - Toronto, Canada - HarbourVest Partners

Description

Job Description Summary

The principle functions include investment analysis, due diligence, investment recommendation, investment monitoring, and fund reporting.

Job Skills & Abilities- Ability to work independently as well as part of a team.- Must have excellent communication skills, both written and verbal.- Should have a thorough knowledge of private equity markets and financial expertise.

Responsibilities:

In-Depth Due Diligence on

Promising Investment Prospects: 50%- Perform in-depth due diligence on promising venture and growth fund investment prospects including making reference calls, conducting independent research, performing portfolio company analysis and benchmarking performance against peers.- Prepare and present Investment Committee materials on new investment opportunities.

Initial Review of

Primary Partnership Investment Opportunities: 20%- Proactively source and evaluate Canadian venture and growth primary partnerships.- As part of the Canada team, analyze investment opportunities through reviewing new partnership offering memoranda, updating the internal database, scheduling and actively participating in meetings with partnership groups seeking capital and performing preliminary due diligence.- Present preliminary assessment and view of new opportunities to the Partnership Group and recommend investments to the Managing Directors.- Actively source deal flow and pursue interesting opportunities.

- Prepare materials

Partnership Investment Monitoring: 10%- Monitor primary partnership investments through attendance at annual meetings, reviewing quarterly and annual reports and listening to portfolio update conference calls.- Build and enhance relationships with fund managers.

Prepare quarterly status reports.

Fund Management, Client Requests and

Special Projects: 15%- As part of the Canada Team assist with reporting requirements for the Canada Growth Funds- Prepare industry research and ad hoc internal and client requests including RFPs, cash flows and other requests.- Prepare materials for the Canada LPAC and annual meeting.

- Prepare and present internal performance benchmarking analysis

Source Deal Flow for Direct / Secondary Opportunities and

Build Network: 5%- Uncover and refer interesting direct and secondary opportunities internally and facilitate/assist with the initial assessment of those opportunities.- Work to expand internal network and knowledge base through continuing to meet with and work with professionals at HarbourVest.

Education:
BS/BA or equivalent

Work Experience: 1-3 years' experience in related financial services

LI-Hybrid