HarbourVest jobs in Boston, MA - 174 jobs

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. 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. We are looking for an Executive Assistant to support the Credit Secondary team with a broad range of administrative tasks and operational support. This individual will serve as the main point of contact for leaders in the team and will help build a professional and welcoming environment. In addition, this person will provide project coordination and administration support for key team initiatives. The ideal candidate is someone who is: Highly organized and able to balance multiple responsibilities and prioritize effectively A self-directed team player who can work independently to fulfill their responsibilities with minimal direction and supervision Able to communicate professionally and confidentially with colleagues of all levels and across multiple teams Flexible and adaptable to shifting priorities What you will do: Update and maintain calendars for team members, including management of calendar conflicts and calibration Book travel arrangements as necessary, supervise last minute changes, add travel details to calendars, and build itineraries Prepare expense reports in a timely manner Schedule meetings, conference calls and book conference rooms Respond to email and phone inquiries in a timely manner, fielding requests and questions from a wide variety of internal constituents Become adept in using internal technology to upload documents, prepare materials, and communicate Plan and organize outside events (Team outings, Holiday party, etc.) including contract review and budgetary considerations And other responsibilities as required What you bring: Proven experience supporting a senior level leader in Financial Services Excellent verbal and written communication skills Proficiency in Microsoft Office Suite (Outlook, Teams, Word, Excel, PowerPoint) Strong organizational skills Ability to handle confidential information with discretion and professionalism Strong attention to detail Education Preferred Bachelor of Arts (B.A) or equivalent experience Bachelor of Science (B.S) or equivalent experience Experience 3-5 years of administrative experience #LI-Hybrid Salary Range $83,000.00 - $137,000.00 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, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness 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. This position is non-exempt and therefore eligible for the payment of overtime.

A leading global financial services company is seeking an experienced Associate Banker to support sales and marketing strategies aimed at acquiring new clients in Boston. The ideal candidate will have between 5-8 years of relevant experience, possess strong investment knowledge, and be capable of managing both internal and external relationships. The role involves assisting in client meetings, maintaining records, and ensuring compliance with financial regulations. A Bachelor's degree and FINRA Securities Licenses are required within 150 days. Comprehensive employee benefits are offered. #J-18808-Ljbffr

A global private markets firm is seeking a Vice President for U.S. Evergreen Product Operations in Boston. This leadership role involves overseeing operational requirements and collaborating with internal teams to ensure excellence in Fund operations. The ideal candidate will have over 12 years of experience in the investment sector, particularly with SEC-registered Funds, and will embody strong analytical and communication skills. #J-18808-Ljbffr

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Basic Purpose: Work on a high net worth sales desk and partner with an external Strategy Specialist to drive AUM growth and awareness for the team's strategies in assigned territory. Primary Responsibilities: Support External Strategy Specialist in managing a large geographic territory. Act in consultative manner with sophisticated advisors in implementing advanced strategies. Identify client needs and coordinate efforts to service assigned advisors. Provide technical and sales support when possible and partner with Eaton Vance wholesalers inside territory footprint. Become proficient and be able to present on ultra-high net worth strategies and vehicles. Serve as liaison for multiple departments such as operations, legal, client services, portfolio managers, Eaton Vance Sales, and product management. Be primary driver of analytics and the processing of transitioning equity accounts. Provide support and problem resolution for ultra-high net worth vehicles. Lead coordination of problem resolution between Eaton Vance and affiliates. Assist in contracts and account opening. Qualifications: Ability to sell and think analytically. High energy and organizational skills. Ability to work in close-knit group with high consistent work volume. Must be able to handle pressure situations and follow procedural guidelines. Bachelor's degree required. Minimum of 3 years of related industry experience preferred. FINRA Series 7, 63/65 or 66. Strong computer skills: MS Word, Excel, and PowerPoint. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $90,000 and $100,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,100 investment professionals around the world and $1.6 trillion in assets under management or supervision as of March 31, 2022. MSIM strives to provide strong long-term investment performance, outstanding service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. General Description The Investment Management Analyst Program in the Fixed Income High Yield group typically runs five years and is intended for talented graduates who possess a strong interest in financial markets. The program begins with extensive training designed to equip Analysts with the fundamental skills they need to be successful in investment management. The Analyst will support industry coverage and portfolio management workflows within the High Yield group's investment team. Successful Analysts will gain substantial job responsibility and may progress to the Associate level during the program. Progression beyond the five-year program is dependent on staffing needs. This position offers an unparalleled opportunity to influence investment decision-making while learning directly from experienced portfolio managers, analysts, and operations team members. The High Yield department manages $26.4 billion as of March 31, 2025. Members of the High Yield research team contribute to idea generation by conducting thorough fundamental research and relative value analysis. Research is organized by industry specialization with each Senior Analyst covering high-yield companies within two to four industries. When pertinent, members of the High Yield Group work closely with analysts from MSIM's equity, leveraged loan, global income, and investment grade teams. Primary Responsibilities Assist Senior High Yield Analysts and Portfolio Managers in their evaluation of potential investment opportunities. At a high level, this includes: (i) analysis of industry fundamentals and outlooks, and (ii) conducting in-depth fundamental research on individual company business models, operating strategies and outlooks. This work typically results in a conclusion regarding the creditworthiness of the company being evaluated and the relative attractiveness of their debt instruments. Build and maintain proprietary financial models from data obtained from company filings (e.g., 10-Ks, 10-Qs) and other data sources (e.g., Bloomberg, S&P Capital IQ, industry-specific information providers). In addition to company-specific financial models, credit analysis often includes additional elements, such as: sensitivity analyses, peer comparisons and industry-specific analyses. Prepare detailed initiation of coverage research reports and periodic updates. Take part in due diligence meetings with management teams. Participate in daily investment team meetings, company reviews (often occurring as a result primary issuance or a secondary market opportunity) and industry reviews. Work on special projects and assignments for the High Yield Team. Responsibility increases are based on merit and investment performance. Job Requirements A bachelor's degree and approximately 0-2 years of relevant work experience Strong academic record combined with extracurricular achievements Outstanding oral and written communication skills Strong Excel skills; experience modeling corporate financial statements (income statements, balance sheets, and cash flow statements), preferably from a credit perspective The ability to function reliably and independently with a high degree of accuracy and attention to detail Understanding of the corporate bond and equity markets WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $125,,000 per year for Associate level at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.7 trillion in assets under management as of June 30, 2025. MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. For further information about Morgan Stanley Investment Management, please visit ************************* The Specialty Solutions Group (SSG) is seeking an experienced professional to join the team, in a unique hybrid capacity, combining the responsibilities of an investment strategist with complementary equity research responsibilities. With over $75b in AUM and experiencing strong business growth, the SSG Team is seeking an investment professional who can contribute to investment analysis of equities across a range of market caps and industries, as well as engaging with internal and external partners, consultants and high net worth prospects. This role is ideal for a candidate who thrives in both analytical and strategic environments and is passionate about investing. What you'll do in the role: Develop thought leadership content including white papers, presentations, and ad hoc analyses to support business development efforts of SSG. Serve as a subject matter expert on SSG's offerings and consult with appropriate team members on product positioning and outreach efforts. Communicate portfolio positioning, performance and investment rationale to internal and external stakeholders. Act as a spokesperson for the business, providing investment insights and training to financial advisors, wealth management consultants, and due diligence teams. Lead competitive market analysis, track investor trends, and support product launches. Act as a conduit between investment and distribution teams Build and maintain relationships with sales partners, research teams, and financial advisor community. Collaborate with marketing, legal, and product development teams to support business development and maintain accurate offering materials. Research, analyze, and provide investment recommendations on publicly traded companies across a variety of industries and market caps (focus on SMID). Identify secular growth opportunities as well as risks across a broad investment universe. Pursue a long-term investment approach balancing investment and tax considerations. Utilize both qualitative and quantitative research to generate actionable investment insights. Establish and maintain effective relationships with other analysts to maximize knowledge across sectors. What you'll bring to the role: Minimum 10-15 years of relevant investment experience, with expertise in health care, financials and industrials sectors and small and mid-cap securities preferred CFA or Master's degree in business or finance Proven ability to articulate investment strategy and insights to clients, analysts, and internal stakeholders Proven track record of generating alpha over an extended investment horizon Superior understanding of securities analysis, valuation methods, and investment research techniques Excellent communication, presentation, and interpersonal skills Strong leadership and decision-making skills Advanced computer proficiency and strong attention to detail Willingness and ability to travel Who you are: Operates with a strong sense of ethics and integrity in your interactions with others and decision making. Takes accountability and ownership in your work with a focus on long-term value creation. Track record of fostering a culture of honesty, transparency and accountability within teams. Proven ability to collaborate across teams to deliver optimal solutions for clients. A passion for innovation, with a continuous improvement mindset to drive excellence. Respect for individual differences, with an openness to diverse perspectives. Engagement in community service, volunteering or corporate citizenship initiatives. Commitment to mentoring and supporting professional growth of others. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication * Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures * Lead, mentor, and supervise a team of Support and Service Professionals * Promote cross-training, learning, development and recognition of Service and Support Professionals within the market * Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals * Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution * Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls * Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs * Manage and oversee Support Professionals coverage for Financial Advisors in the Branch * Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements * Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight * Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies * Facilitate and manage resolution of client inquiries/requests Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 03/23/23 Morgan Stanley Business Service Officer Job Description * Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates * Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies * Additional operational oversight may be required * Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * Bachelor's degree required or equivalent education * Previous industry experience * Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required * Other licenses as required for the role or by management Knowledge/Skills * Effective written and verbal communication skills * Strong attention to detail * Ability to prioritize and resolve complex needs and escalate as necessary * Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies * Evidence of strong leadership and talent development capabilities * Previous supervisory experience preferred * Exceptional organizational and time management skills * Exceptional conflict resolution skills * Ability to manage relationships, motivate and lead groups of people at various levels throughout the market * Knowledge of Firm's Risk & Compliance policies * Ability to think strategically Reports to: * Market Business Service Officer Direct reports: * Support Professionals WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $120,000 - $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.7 trillion in assets under management or supervision as of June 30, 2025. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Position Summary We are seeking an experienced Credit Analyst with 5-10 years of leveraged credit experience to join our credit research team. The successful candidate will conduct in-depth credit analysis of leveraged loan issuers and follow issuer and sector trends to support portfolio management decisions in the primary and secondary market. This role requires strong financial modeling skills, rigorous credit-risk assessment capabilities, and the ability to articulate credit views and recommendations in written memos and presentations. Key Responsibilities Perform fundamental credit analysis of companies issuing broadly syndicated floating-rate loans. Evaluate credit risk across quantitative, qualitative, structural and relative value factors. Build, maintain, and update detailed financial models with a focus on cash flow and valuation. Prepare and present written credit investment memos and recommendations for new investments, stressed situations and secondary opportunities. Track issuer performance against underwriting expectations, monitor credit quality and portfolio exposures on an ongoing basis, produce periodic updates and alert portfolio managers to emerging risks and opportunities. Analyze loan documentation and credit agreements (covenants, collateral structure, intercreditor terms, lien priority, security packages) to assess structural protections under different scenarios. Engage with management teams, private equity sponsors, debt-advisors, industry contacts, sell side desks and other stakeholders as necessary to perform due diligence, market / industry research and to source new loan investment opportunities. Collaborate with portfolio managers, traders, and senior investment professionals to communicate credit views, discuss investment ideas, and coordinate relative-value analysis across sectors and instruments. Required Qualifications & Skills Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field. Advanced degree (e.g. MBA) or relevant certification (e.g. CFA) is a plus. 5-10 years of direct experience analyzing leveraged loans / syndicated credits / high-yield / leveraged finance transactions. Strong financial modeling skills, including building and maintaining cash flow models, valuation models and stress testing. Deep understanding of financial statements, accounting principles, credit metrics and ability to interpret qualitative factors including industry dynamics, business strategy and management strength. Strong written and verbal communication skills - capable of preparing credit memos, investment recommendations and presenting to investment committees and senior stakeholders. Prior experience with portfolio monitoring, relative-value analysis and trading desk collaboration. Familiarity with regulatory, compliance, and risk-management frameworks applicable to leveraged credit investments. Ability to work independently, manage multiple assignments and deadlines, and adapt to a dynamic market environment. Attention to detail, critical thinking, and sound judgment. Proficiency in Microsoft Excel, Bloomberg and/or other credit research tools. As part of our team, you will apply rigorous credit analysis to develop and manage a portfolio of floating-rate leveraged loans, influence investment decisions and contribute to portfolio risk and return outcomes. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $125,000 and $250,000 per year atthe commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. Responsibilities: * Actively identify prospects and establish contact with them/convert prospects into clients. * Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. * Anticipate events in a client's life and business which have significant financial implications. * Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. * Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank. * Effectively manage client expectations regarding what can and cannot be executed on their behalf. * Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. * Uncover needs that are not articulated or clearly expressed by the client. * Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. * Help clients achieve broad financial/investment goals related to the creation and management of wealth. * Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs. * Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives. * Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. * Establish a referral network and gain introductions to potential clients which generate new sales. * Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank. * Help team members acquire the experience necessary to establish credibility with clients and intermediaries. * Demonstrate strong commitment to team success and place team goals above personal achievement. * Encourage team members to work together to deepen client relationships and exceed sales goals. * Align complementary experiences and skill sets of team members to maximize client effectiveness. * Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues. * Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate. * Ensure compliance on regulatory requirements and minimizes any potential liability for Citi. * Ensure strong controls and effective operational and administrative services. * Set an example of behaviour to all staff. * Partner with colleagues across the Citi network to leverage capabilities and share expertise. * Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi. * Ensure clients are presented with seamless execution of internal processes and Citigroup services. * Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution. * Understand and communicate the risk involved with various investment strategies. * Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity. * Persevere in delivering what is promised, even when obstacles arise. * Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability. * Understand the broad array of products and services under the Citi umbrella. * Apply an in-depth level of knowledge in key investment and financing products. * Develop expertise to identify business opportunities and address the unique needs of specific client segments. * Keep abreast of financial industry developments and current global market conditions. * Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism. * Seek continuous improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 15+ years of experience * Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling * Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Education: * Bachelor's/University degree, Master's degree preferred * ----------------------------------------------------- Job Family Group: Private Client Coverage * ----------------------------------------------------- Job Family: Private Banker * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Greenwich Connecticut United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $200,000.00 - $500,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 17, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

We are seeking an experienced and detailed-oriented Portfolio Accounting & Recordkeeping, Director to support and evolve a best-in-class Portfolio Accounting function. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Manager position at the Director level, that will be responsible to ensure accurate, timely, and globally consistent portfolio accounting, valuation, and production of the official investment/performance book and record. This role sits within the Public Markets Middle Office and is pivotal to ensuring data accuracy, transparency, and operational readiness across the firm's investment operations in support of MSIM clients, investment teams and traders, reporting teams and other essential uses of middle office operations data. As the Portfolio Recordkeeping Director, you would be responsible for the daily execution of accounting and recordkeeping processes across various investment strategies and asset classes. This role will be part of a global team in a follow the sun model, ensuring the integrity of the MSIM's start of day, end of day, and period close books and records. This role will support the Portfolio Accounting & Recordkeeping Vice President in implementing business process and deliver high-quality, ready for business data to enable front-to-back operational processes, investment analytics, regulatory compliance, and a best-in-class client experience. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… Develop staff, lead projects and control deployment of resources, owning management tools/methods such as work queues, checklists, depth charts and calendars Set direction and expectations for your team(s), defining training plans and transfer of expert knowledge to contribute to team output and development Contribute to business plan for area, establish risk/contingency plans, raise and address issues with urgency when required Produce and publish the official Aladdin Portfolio Asset Value on a monthly, in accordance with client and reporting SLAs, including performing all Quality Control (QC) checks to finalize and close the books. Manage daily portfolio accounting and recordkeeping process, ensuring all transaction (trades, income, accruals, corporate actions) and positions are processed timely, completely, and accurately. Support standardization and documentation of operational procedures across portfolios and asset classes. Ensure complete, accurate, and timely start of day positions to support investment process, including start of day cash and projected cash to support investment teams. Act as a point of escalation for team analysts, in helping to research and resolve exceptions cross-functionally to the accounting books of record (start of day, end of day, and period close) within established SLAs. Provide support and expertise on tax lot accounting principles, particularly for tax-managed portfolios, to enable accurate tax reporting and performance attribution. Provie subject matter support for Aladdin Accounting transaction, position, and valuation data. Capture key metrics to help drive effective management of the day-to-day operations. Actively partner with Data Quality and Engineering team to develop and refine data anomaly detection and mitigation strategies to prevent impact to MSIM books and records. Document, maintain, and oversee adherence to standard operating procedures. Ongoing business process improvement leveraging automation with low code tooling. What you'll bring to the role: BS/BA degree required. A minimum of 7 years of related experience, preferably in asset management with experience working in portfolio or fund accounting. Experience across a broad spectrum of portfolio types: Separately Managed, Sub-advised, Funds (e.g. Mutual Fund, OIEC, etc..). Experience with middle office operations including but not limited to trade settlement, IBOR/ABOR, transaction lifecycle events across spectrum of asset class (equity, fixed, derivatives), cash and position reconciliation, performance reporting. Experience with accounting systems; preferably Aladdin Experience with tax managed strategies is a plus Experience working with, and accounting for, derivatives and synthetic exposures (e.g., Bank Loans). Experience functioning in a team lead and/or team mentor capacity. Automation first mindset. Experience with implementing process improvements and transformation. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $105,000 and $156,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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 4 days minimum per week in the office. HarbourVest Partners is seeking a Senior System Analyst - Workday to join our exceptional IT team. As a leading global firm in the field of private equity investments, we are dedicated to delivering quality solutions to our clients and investing partners. In this role, you will have the opportunity to work with a world-class team and contribute to the success of our ambitious projects. This role is based in Boston. The ideal candidate is someone who: Collaborates with IT, HR team members, and external partners to plan, implement and support Workday Core HCM Modules: Recruiting, Advanced Compensation, Payroll, Absence, Benefits, Performance Management, & Learning. Has in-depth knowledge and experience with Workday configuration, security, integrations, tenant management and reporting. Has experience in most of the following: Applications Development, Business Process and Workflow Management, Project Management, Quality Assurance, Infrastructure, and Systems Support. Experience with Agile software development, traditional project management, and Six Sigma methodologies and techniques. What you will do: Engage team members with a positive and proactive attitude to understand business needs and explore ways to build, deliver and enhance technology solutions and operational processes. Design, develop, test, implement, and maintain Workday configuration, integrations, and technical solutions. Analyze, communicate, and support technical dependencies and needs to enable Workday feature delivery and releases. Provide cross functional technical support for IT & HR for Workday, including bi- annual Workday upgrades. Support & implement business continuity, disaster recovery, security, and audit needs for the HR business function. Document system designs, integrations, workflows and maintain related documentation to support the Workday platform. Contribute to Workday product roadmap development and delivery to achieve strategic business objectives. Collaborates optimally with diverse roles and teams, both in person and remote to achieve collective goals. And other responsibilities as required What you bring: Experience related to implementation and management of enterprise HR applications using the Workday platform, Workday Financials knowledge and experience would be an added benefit. Proven capabilities and experience in three or more of the following areas: Applications Development, Business Process and Workflow Management, Project Management, Quality Assurance, Infrastructure, and Systems Support. Experience with Agile software development, traditional project management, and Six Sigma methodologies and techniques. Ability to collaborate successfully and creatively across functions to understand business priorities and provide technology solutions to meet the needs. Ability to prioritize workload and provide timely follow-up and resolution. Demonstrate high level of integrity, discretion and confidentiality. Effective interpersonal and communication skills, both written and verbal, including experience translating business and technical concepts or decisions with diverse audiences. Attention to detail and quality to fulfill responsibilities. Proficient with Microsoft Office, process/workflow and collaboration tools. Education Preferred Bachelor of Arts (B.A), Bachelor of Science (B.S) or equivalent experience Experience 3-10 Years of experience preferred Support IT Technical Lead with Integrations: API's, EIB's, & Workday Studio Support is preferred #LI-Hybrid Salary Range $94,000.00 - $150,000.00 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, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness 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.

Who we are At Summit Partners, our mission is to be the investment partner of choice for the very best companies and executive talent. With a history spanning more than four decades, Summit invests across growth sectors of the economy and has invested in more than 550 companies in technology, healthcare and other growth industries including financial services, consumer, business services and industrial technology. These companies have completed more than 175 public equity offerings, and more than 250 have been acquired through strategic mergers and sales. Our growth focus extends beyond the four walls of Summit; through mentorship programs and philanthropic efforts, our team members dedicate time, talent and resources to support the communities in which we work and live. For more information, please see ************************************* and check us out on LinkedIn! What you'll do Our commitment to the growth of our portfolio companies is matched only by our dedication to the growth of our people. At Summit, you'll be supported in your career by world class investors and given the opportunity to expand your skillset and the freedom to own your trajectory. We aim to keep our teams small and agile, ensuring that all team members play an integral role in the team's and the firm's success. Associate responsibilities include: Collaborating closely with sector team members to map markets and to identify category-leading companies in key thematic areas Speaking with executives of privately held companies to build sector knowledge and identify actionable opportunities Building subject matter expertise through active participation in industry events and analysis of trade media, and contributing these insights to enhance Summit Partners' proprietary database of private companies Conducting due diligence, including quantitative and qualitative analysis on new investment opportunities and portfolio company add-ons Helping manage portfolio company relationships and collaborating on strategic projects What we look for Most Associates have two to three years of professional, quantitatively based experience (typically in investment banking, direct investing or consulting). Successful candidates will have a demonstrated track record of leadership skills, outstanding academic (typically a GPA of 3.6+), professional and/or extra-curricular achievements. Our strongest candidates are passionate and hardworking while maintaining a positive attitude and sense of humor. The Associate role requires highly motivated and self-driven individuals who exhibit high attention to detail. They should have strong analytical and communication skills and must be able to think quickly and thrive in a fast-paced environment. We believe the ingredients of a great investor are similar to those of a great entrepreneur. Both require passion and drive, a voracious appetite to learn, insatiable curiosity, a genuine interest in business and how companies work and, perhaps most importantly, a resilience and relentless optimism that the next great company is right around the corner. A bit more The Associate position requires a three-year commitment. We have roles available in our Boston office, centrally located in Boston's Back Bay. You will have access to an onsite gym, catered breakfast and lunch and a fully stocked kitchen - as well as the opportunity to participate in many regular team and office events. Compensation is highly competitive and includes the ability to participate in Summit's investments. Exceptional people are the foundation of our success - both within Summit and across our portfolio companies. We are committed to cultivating a high-performance environment designed to generate the best ideas, drive innovation and promote the professional growth of our team. We set a high bar, welcoming diverse perspectives to get to the best outcomes. Together, we build and grow category-leading companies and successful careers. Thank you for considering Summit, and we look forward to receiving your application. Compensation The expected base salary range for this position is $150,000-$160,000. Actual compensation will be determined based on factors such as the candidate's qualifications, skills, and experience. This range may be modified in the future.

Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients' financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $18 and $18 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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. 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. HarbourVest Partners is seeking a Tech Lead to guide dynamic technical initiatives, drive quality execution, and serve as a domain expert within our technology organization. This role is ideal for an individual contributor who thrive in a leadership capacity without direct people management responsibilities. The Technical Lead will operate with autonomy, leading workstreams, influencing architectural decisions, and providing technical expertise-particularly in Snowflake and system integrations. The ideal candidate is someone who is: Significant experience in a senior engineering or technical lead role, with autonomy over technical development. Deep expertise in Snowflake architecture, data engineering, and performance optimization. Strong hands-on experience with system integrations, including APIs, ETL/ELT, and distributed data flows. Experienced in managing platform/application support once a solution is in production Consistent track record to solve complex problems and apply sophisticated engineering techniques effectively. Superb communication and collaboration skills, with the ability to lead without direct authority. Comfortable working independently while guiding and influencing others. What you will do: Lead technical projects and offer expert level mentorship to junior and midlevel engineers. Serve as our Snowflake SME, crafting technical designs, data models, performance tuning, and standard processes. Architect and support system and data integrations, ensuring secure, scalable, and reliable data flows. Evaluate and adapt engineering approaches to tackle technical challenges. Develop models, frameworks, and procedures within the role's domain of expertise. Stay ahead of industry trends and recommend improvements to strengthen performance, security, and maintainability. Partner with multi-functional teams to align technical solutions with business priorities and project goals. Lead technical workstreams and responsible for the delivery of high-quality technical outcomes. Mentor and guide team members, supplying to the overall technical maturation of the organization. Support the execution of long-term technology strategies and help build our technical direction. And other responsibilities as required Education Bachelor of Science (B.S) or equivalent experience required Master of Science (M.S) or equivalent experience preferred Experience 5-8 Years Tech Lead experience in the Technology or Financial Services space preferred (Senior Associate level) #LI-Hybrid Salary Range $135,000.00 - $215,000.00 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, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness 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.

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in twenty-four countries, and a total of $1.7 trillion in assets under management as of December 31, 2024. MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. North American Institutional Consultant Relations Team The North American Institutional Consultant Relations Team is responsible for driving growth across the MSIM platform, via the consultant relations channel, through the development of new relationships, the enhancement of existing relationships, and the application of a holistic and partnership-oriented approach to provide a best-in-class consultant and associated client experience. The team works in close partnership with institutional sales, relationship management and investment teams to deliver the full breadth of MSIM's investment ideas and solutions. Highlights & Key Responsibilities The North American Consultant Relations Team is seeking a collaborative, self-motivated, and deadline-driven professional to support our institutional consultant relationships and capital raising efforts. The candidate should possess strong communication and analytical skills, as responsibilities will include assistance in hosting meetings, communicating quantitative and qualitative information, preparing competitive analysis on MSIM strategies, monitoring consulting firms for updates and engaging with MSIM investment professionals and other internal stakeholders. This position offers high visibility internally, providing meaningful opportunities for professional growth and development in a variety of client-facing roles. Responsibilities include: Support 2-3 consultant relations professionals on fostering their consultant relationships, capital raising efforts, and business management activities Work with the consultant relations team to proactively identify business development opportunities within a consultant's client roster and help coordinate with relevant institutional sales, relationship management, and investment team colleagues. Assist in responding to consultant inquiries, including requests for data, materials on our investment capabilities, search-related information and other ad-hoc requests Coordinate across investment teams and other internal functions to prepare consultant materials Contribute to the development and maintenance of business metrics and reports, utilizing salesforce and other internal databases Work with internal partners to help manage all aspects of the investment and operational due diligence processes. Qualifications Bachelor's degree 1-4 years of relevant investment management experience FINRA Series 7 and 63 required (or willingness to obtain) Excellent communication and relationship building skills, team-oriented and collaborative Ability to work well under pressure including a proven ability to multi-task and prioritize A problem-solver who demonstrates effective organization skills and follow-through Results-oriented with a bias for action and innovation Deeply collaborative in their interaction with colleagues across the firm regardless of function or level Technical and aesthetic mastery of PowerPoint, Excel and Office Intellectual curiosity and self-motivation Maturity, presence, sound judgment, and ability to form and express opinions effectively to cross-divisional teams, including senior management WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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. 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. Position Summary We are seeking a diligent and knowledgeable Assistant Controller to oversee all aspects of financial analysis, accounting, taxation, treasury functions, internal controls, external auditors, and third-party service providers. Review involves completeness of reconciliation, supporting files and relies upon Assistant Controller's knowledge of the investment portfolio and complex fund structures / rebalancing concept. ________________________________________ Key Responsibilities Financial Reporting: Oversee month/quarter-end pricing, financial reporting, and accounting for funds, ensuring a deep understanding of underlying investments. Review quarterly rebalance templates and mechanics, as well as management and incentive fee calculations. Ensure quarterly and annual financial statements comply with US GAAP, Lux GAAP, and other applicable standards. Coordinate technical accounting research and apply findings to fund and investment activities. Maintain relationships and coordinate audits with third-party fund administrators, external auditors, and tax advisers. Prepare and analyze fund cash flow, oversee operating cash, and coordinate payments and liquidity assessments with internal and external teams. Compile and review financial information for regulatory filings (e.g., Form ADV/PF, Annex IV), and respond to ad hoc senior management and client inquiries. Build and maintain collaborative relationships with internal and external stakeholders, fielding questions and supporting portfolio management and controller analyses. ________________________________________ Qualifications Proven track record of owning the day-to-day operations with fund administrators, including communications for capital calls, distributions, redemptions, and financial reporting 8-12 Years of private equity, semi-liquid / retail product, SEC registered product, or infrastructure/real assets accounting and reporting experience Cultivate strong working relationships with both internal teams and external partners. Communicate ideas and information clearly and effectively across all audiences. Proactive approach, forward thinker who can set and lead a project to ensure deliverables are completed on schedule Bachelor's degree in Accounting or equivalent experience; CPA required. #LI-Hybrid Salary Range $145,000.00 - $210,000.00 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, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness 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.

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. 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. The data engineer will work toward the transformation of our firm's data infrastructure, primarily using our MDM platform, Snowflake data environment, plus the Azure data stack. The resource joining us will partner with product owners, data owners, project managers, business users, peer data engineers, and infrastructure engineers to form complete end-to end-solutions. The resource will enjoy working in an evolving, fast-paced environment, and bring a work style marked by high energy, flexibility, quick learning, and collaboration. The role spans end‑to‑end solution delivery: data modeling, MDM hub operations, data quality integration, workflow and stewardship, performance tuning, and compliant operations. The ideal candidate is someone who is: Successful track record contributing to data-platform projects of significant scale and complexity, involving modern MDM data platform implementations. 1+ year of Snowflake-specific experience required Experience organizing data schemas aligned with the needs of business applications Confidence and skill in building and communicating data-flow schematics understandable to both business and technical teams Perseverance, empathy, "give-and-take" attitude, and respect for the feedback and contributions of others Effective time-management skills Has designed, built, and maintained systems that create a single, accurate source of truth for critical business data, focusing on data quality, governance, integration, and lifecycle. What you will do: Architect and configure multidomain MDM solutions. Develop data models, workflows, and integration patterns aligned with cloud architecture. Develop reusable workflows for data ingestion, quality, transformation, and optimization. Implement and support Snowflake-based data pipelines with source data originating in across a variety of technical environments Analyze business and technical requirements as basis for contributing to sophisticated conceptual, logical, and physical data models Create and implement CI/CD pipelines Organize work and adhere to thorough work tracking, using Agile techniques What you bring: SQL and Python knowledge Proficiency in Snowflake and Dagster, similar proficiency in Azure data environment a plus. Highly collaborative attitudes and work style; welcoming the inputs of others Confidence and skill to document work items and explain deliverables, to enhance overall team efficiency Capability to balance demands of scope, schedule, and budget Education Preferred: Bachelor's degree or equivalent experience Experience (choose one below & delete others that do not apply/edit focus) 3-5 Years of experience Salary Range $100,000.00 - $160,000.00 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, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness 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.

The Business Development Associate participates in the team's overall business development and marketing as well as the design and updating of tailored reporting for new and existing clients. This role may accompany senior team members to meet with clients to evaluate current offerings, develop and implement new services, and strategize to find resolutions. DUTIES and RESPONSIBILITIES: Business Strategy & Development Develops and applies strategies to execute the business plan to achieve desired results (i.e., to increase client base, gross production, Portfolio Management assets, performance tracking, etc.) Identifies business opportunities Supports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of appropriate strategies Creates potential strategies to further enhance client relationships based on concerns and opportunities identified during client visits Engages in strategic planning with other team members on client matters Interacts regularly with the Complex Business Development Manager Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and prepare reports and plans that align with client goals Takes accountability for optimizing business practices while adhering to best business ethics and practices Seeks opportunities to grow business by capitalizing on Firm initiatives Focuses on building strong relationships with corporate departments and strategic partners Evaluates, develops and implements new services in conjunction with the Financial Advisor / Private Wealth Advisor and other team members Stays attuned to updates and enhancements to firm products and policies Client Engagement Actively engages clients and prospects to build relationships, identify needs and review investment goals Leads team to establish and cultivate relationships with new and existing clients and proactively helps to resolve issues and concerns May regularly accompany senior team members to engage with clients to educate about the firm's services and products Serves as a client contact for administrative problem resolution and fielding general client questions on a spectrum of topics Proactively shares targeted communications with clients leveraging digital tools available (e.g., share account information, newsletters containing opportunities, new offerings and other events) Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Additional product licenses may be required Knowledge/Skills Enjoys working with people and problem solving Effective written and verbal communication skills Strong understanding of applicable compliance rules, regulations and firm policies Ability to interact and communicate effectively with colleagues and clients Strong computer skills including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment Reports to: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $50,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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. 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. We are seeking a Senior Associate, Social Media and Digital Marketing to join our team in Boston! This role is an outstanding opportunity for an experienced professional to expand our online presence by working closely with our executive leadership to build their social profiles and voice, in conjunction with extending our brand voice and content engine. This individual will collaborate extensively with the wider Marketing team, encompassing Digital Marketing, Executive Communications and Public Relations team, Internal Communications team, and global marketing teams. A suitable candidate should possess the necessary presence and knowledge to coordinate our executive social media communications as well as assist in our wider digital marketing initiatives! What you will do : This role is split between social media and digital marketing responsibilities, requiring a professional who thinks action-first and adept at dealing with multiple priorities and partners. Executive Social Media & Content (60%) Executive Social Media Strategy: Develop and manage a strategic social media presence for our CEO and other firm leaders, ensuring all content aligns with their professional brand and the firm's overarching goals. Content Creation: Create and curate high-impact content that enhances their industry presence and engagement. Community Management: Proactively monitor and engage with relevant conversations on platforms like LinkedIn, including interacting with industry peers, key influencers, and notable publications to amplify our executives' voices and expand their networks. Reputation Coordination: Actively observe digital platforms to safeguard and coordinate online reputation, aiding in communication during delicate scenarios. Paid Media Strategy: Develop and manage a paid strategy for content boosting and campaign promotion, working with agency partners. This includes driving targeted paid social strategies using geo-targeting and other audience segmentation to increase reach and impact for key audiences from investor prospects to policy decision makers. Promote Executive Event Participation: Strategically promote the attendance of our executives at key industry events, conferences, and webinars. This involves crafting compelling social media content on channels such as LinkedIn to showcase their involvement and emphasize their position as speakers, panelists, or guests. Post-Event Content Amplification: Capture and distribute key takeaways, insights, and media (such as photos or short video clips) from events to extend the reach of executive thought leadership, reinforce their expertise and share with our corporate social media team for broader brand awareness. Analytics and Storytelling: Monitor meaningful data points and transform them into practical conclusions and a captivating story about the influence of our executives' social media presence. Use this data to inform and refine social media strategies, ensuring we continuously enhance our brand reputation and attract key investors and top talent. Key competencies include: Eye For Business, Composure, Organizational Agility, Command Skills, Listening, Presentation Skills, Written Communications, committed, Creativity, Project Management Digital Marketing & Website (40%) Digital Strategy: Analyze metrics to measure the effectiveness of all digital initiatives and provide strategic insights to inform future campaigns. Web Optimization: Collaborate with the digital team to develop new landing page concepts and designs. Support ongoing SEO improvements and enhance in search results for potential clients and investors. Analytics and Reporting: Track and report analytics on website activity, using insights from trends to propose new digital and UX/UI options. This reporting would be highly focused on demonstrating a tangible return on investment by connecting digital engagement to business outcomes like lead generation and media mentions. Candidates should be proficient in using Google Analytics and other platform-specific analytics to provide actionable insights. Technical Proficiency & Platform Expertise: In support of a potential website redesign, the ideal candidate will work closely with the Digital Marketing Manager to assist with content migration, ensure accurate tagging for analytics, and help maintain the overall project roadmap. They should possess strong technical proficiency, demonstrated through experience with sophisticated Web Content Management Systems (WCMS), and be able to think strategically about using platform capabilities. This includes using a Digital Asset Management (DAM) system, ensuring content consistency across various channels, and optimizing workflows to enable efficient content publishing. Additional Digital Initiatives: Support other digital marketing efforts as needed, including campaigns, paid search (SEM), and overall digital strategy. Key competencies include: Decision Quality, Problem Solving, Learning on the Fly, Technical Learning, Action-Oriented, Managing and Measuring Work, Customer Focus What you bring: We are looking for a candidate with the following qualifications: Experience: 3-5 years of relevant marketing experience, ideally within financial services, investment banking, or public relations. Communication: Superb written and verbal communication skills, with the ability to voice social media copy for senior executives. Project Management: Demonstrating strong interpersonal skills and adept project management abilities to coordinate and manage various initiatives involving different collaborators, timelines, and scopes. High attention to detail is critical. Collaboration: Willingness and confidence in working with collaborators across teams. Technical Proficiency: Strong competence with technology; specifically, software and tools related to web content management systems (WCMS), project management, and CRM/databases. Software Skills: Proficient within the Microsoft Suite (Excel, Word, PowerPoint), Adobe Products (Acrobat, Photoshop, InDesign, Express), social media tools, Google Analytics, Adobe Experience Manager, Figma or Canva. Policy Campaigns: Experience working with policy decision makers and public affairs teams a plus. Education Preferred B.S./B.A. in Marketing, Business or related field. Experience 5-8 Years relevant marketing experience #LI-Hybrid Salary Range $89,000.00 - $133,000.00 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, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness 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.