Job Description Summary
For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.
In our collegial environment that’s marked by low turnover and high energy, you’ll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.
We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.
HarbourVest is an equal opportunity employer.
This position will be a hybrid work arrangement, which translates to 2-3 days minimum per week in the office.
The Principal, Investor Relations will be responsible for expanding our North American institutional client base by deepening relationships with existing investors and securing commitments from new clients. This individual will play a key role in capital raising efforts across our global investment platform, with a particular focus on customized investment solutions. The Principal will collaborate closely with internal teams—including investor relations associates, product specialists, investment professionals, marketing, and product management—as well as with the Global Consultant Relations team to strengthen relationships with key U.S.-based field consultants. This position reports to the Head of Institutional Investor Relations for the Americas.
The ideal candidate is someone who is:
- Collaborative: Actively listens and engages with others to enhance client outcomes, fostering a team-oriented environment.
- Proactive: Drives capital raising efforts by identifying and engaging prospective investors.
- Pragmatic: Quickly assesses situations, both internal and external, and makes informed decisions based on gathered and analyzed information.
- Metrics-oriented – Results-driven with a strong focus on transparent reporting of their own activities, ensuring accountability and continuous improvement.
- Innovative: Actively listens to client needs and crafts tailored processes to align HarbourVest's resources with those needs. Provides valuable feedback and insights to enhance or create strategies and solutions that meet evolving client requirements.
What you will do:
Investor Relations & Capital Raising
- Develop a strong understanding of the assigned territory and institutional client base within the first 6–9 months
- Raise capital from North American institutional investors across commingled funds and customized accounts
- Identify and pursue new business opportunities with sophisticated investors across client segments, including pensions, endowments, foundations, healthcare systems, insurers, single-family offices.
- Expand and manage client relationships, including ongoing communication, relationship mapping, and strategic engagement
- Partner with the Global Consultant Relations team to build and maintain productive relationships with field consultants
Client Engagement & Outreach
- Schedule and attend investor meetings, conference calls, roadshows, and industry events
- Maintain accurate and timely CRM (Salesforce) records of investor interactions
- Collaborate with the marketing team to design and execute targeted outreach campaigns
Operational & Marketing Support
- Oversee the coordination and completion of Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs)
- Partner with internal stakeholders to ensure timely delivery of customized client materials and responses
- Provide feedback to marketing and product teams to enhance messaging and collateral
What you bring:
- Ability to prioritize prospects and cross-sell opportunities for targeted outreach.
- Ability to discern publicly available data on investor portfolios and key contacts to craft targeted outreach
- Proven business development process across client segments and regions, with relationships with mid-sized institutions (<$5B) in the South-Central US being a plus.
- Demonstrated success in developing new relationships with institutional investors and single-family offices across multiple private markets. Proven track record of cross-selling and expanding existing relationships.
- Experience in organizing and leading strategy or topical roadshows and small group events, including content creation, speaker preparation, and post-event follow-ups.
- Deep understanding of the private markets landscape, including private equity, private credit, and real assets/infrastructure. Strong knowledge of competitor offerings and evolving market trends.
- Ability to work independently to source, diligence, and follow-up with potential investors while also being collaborative and transparent with key stakeholders at the Firm
- Problem-solving attitude and willingness to roll up sleeves to assist colleagues and clients
- Exceptional written and presentation skills.
Education Preferred
- Bachelor of Arts (B.A) or equivalent experience
- Bachelor of Science (B.S) or equivalent experience
Experience
- 7-10 years of institutional sales experience within the asset management industry with a preference for private markets
#LI-Hybrid