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About the Role
The Assistant Director for Separate Managed Accounts (SMA) creates custom presentations focusing on SMA materials, partnering with Marketing leadership on projects to improve team efficiency, develop scalable presentation processes, and ensure custom materials are consistent and high quality.
Responsibilities
- Generate investor presentations that clearly communicate investment strategies, portfolio themes, performance drivers, and client-specific considerations.
- Customize presentation content and messaging for the appropriate audience, ensuring materials are tailored to client objectives, knowledge level, and engagement context.
- Work closely with internal collaborators to understand client needs, identify content gaps, and recommend relevant materials or messaging approaches.
- Operate proactively by anticipating presentation needs, driving next steps, and surfacing recommendations to improve quality, efficiency, and client impact.
- Act as a contributor and subject-matter resource, providing peer review, informal mentoring, and best-practice guidance to junior team members.
- Partner with team leadership on Seismic library management and automation initiatives.
- Support management on critical initiatives to expand the team’s operating model and improve management of custom materials.
Requirements
- Proven track record to lead multiple concurrent projects and handle sophisticated team member groups with minimal oversight.
- Outstanding PowerPoint content creation and quality-control skills, including comfort with numerical/financial data and consistency checks across sources.
- Strong focus on detail, good judgement, and the ability to protect confidential information.
- Clear, professional communicator capable of engaging credibly with investment teams and senior partners.
- Comfort with crafting and maintaining process documentation, templates, and standard operating procedures.
- Solid knowledge of financial markets, specifically private equity, private wealth, private debt, and real assets/infrastructure.
- Familiarity with investment concepts and a high level of comfort with numbers and analysis.
- Proven business writing ability with excellent grammar, spelling, and proofreading skills.
- Ability to independently analyze information and solve problems.
- Strong proficiency in Microsoft Office (especially Word, Excel, PowerPoint) and Adobe Acrobat; experience with Seismic software, including back-end content management.
Skills
- Seismic
- Microsoft Office
- Word
- Excel
- PowerPoint
- Adobe Acrobat
- Content creation
- Quality control
- Financial data analysis
- Business writing
- Grammar
- Spelling
- Proofreading
- Information analysis
- Problem-solving
- Process documentation
- Template creation
- Standard operating procedures
Location
- Hybrid
Work Type
- Hybrid
Experience Level
- 8-10 years
Education Level
- Bachelor of Arts (B.A) degree or comparable experience
- Bachelor of Science (B.S) credential or equivalent experience
About the Company
- 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.
Equal Opportunity
- HarbourVest is an equal opportunity employer.