Analyst, Investment Services

Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation. What we do: As a recognized leader in providing Private Markets Investment and Technology Solutions to clients across the globe, we manage approximately $130 billion in discretionary assets and have oversight of an additional $810 in non-discretionary assets as of June 30, 2024. The Opportunity: Join our Investment Services Group as a Product Analyst in our Suburban Philadelphia - Conshohocken Office. The Investment Services Group at Hamilton Lane supports the fundraising efforts and ongoing servicing solutions offered across investment platforms, including closed-end and evergreen products. Within this team, the analyst will serve as generalist support across our various platforms while developing knowledge of our broad offerings across products and service lines. This position will work closely with several professionals in various internal departments across the firm to ensure deadlines are met, materials meet compliance requirements and data points are accurate. The successful candidate must be highly motivated, able to communicate effectively and operate in a cooperative and deadline-driven environment where priorities often change. Your responsibilities will be to: Help maintain internal document libraries to support the distribution of content to sales and relationship management teams. Handle requests from existing investors and manage recurring client deliverables. Update cross-platform marketing materials and product marketing data for use by sales and product functions. Support the launch of new products across platforms by working closely with subject matter experts and product development teams. Responsible for the day-to-day operations of various multi-strategy closed-end funds. Contribute to cross-platform projects and initiatives. Interface with a diverse group within Hamilton Lane across various departments, including the Investment Team, Portfolio Management, Fund Accounting, Client Solutions Support, Product Development, and Sales Marketing. Your background will include: College degree (B.A., B.S. or B.B.A.) 0-2 plus years of work experience in an accounting/financial industry setting preferred Highly motivated and organized; detail-oriented Excellent written and verbal communication skills Ability to handle multiple projects simultaneously and be able to prioritize workload Proactively identify challenges and offer solutions Must be proficient in Microsoft applications (Word, Excel, PowerPoint) Benefits At Hamilton Lane, our benefits philosophy is simple. To provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring. To do this, Hamilton Lane offers the following benefits: Enhancing Your Physical and Emotional Health Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program. Developing Your Career Tuition and certification reimbursement program are available along with continual education and development trainings for you to grow with Hamilton Lane. Supporting Your Family & Community For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidate that join our team. For growing families, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents. Safeguarding Your Financial Wellbeing Contributes to retirement programs and offers an employee stock purchasing plan. Competitive compensation package with eligibility for an annual discretionary bonus. Diversity Pledge At Hamilton Lane, we prioritize the value of diversity and intentionally work to cultivate an environment that embraces the strength derived from our collective differences. We acknowledge the hesitancy of underrepresented groups to apply unless meeting every criterion. We welcome applications from all, even if not meeting every job description requirement. Your unique contribution is not just welcomed but essential to our success. Agency Disclosure Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means. If you need a reasonable accommodation to complete your application, please contact Human Resources at . We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts. Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law. If you need a reasonable accommodation to complete your application, please contact Human Resources at . Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means

Created: 2024-11-18