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.
The Opportunity:
As an Analyst on the Account Execution team, you will join a dynamic team of professionals overseeing the client onboarding workstream across our client and investor base. You will have exposure across multiple teams and jurisdictions and act as a liaison between operations and multiple groups to support the onboarding process. Additionally, you will act as a resource to resolve complex or non-routine processing related questions.
Your responsibilities will be to:
- Support the trade and investor onboarding of our Evergreen and Closed-End Funds and Single-Client Solutions
- Assist with the collection, entry, and maintenance of client and investor data within company systems
- Coordinate projects by leveraging project management skills to create and manage checklists
- Help to manage onboarding/set-up and ongoing servicing requirements of new intermediaries, custodians, distributors, platforms, and interfaces to streamline onboarding timelines and optimize investor experience
- Take initiative to troubleshoot, investigate, design, and resolve operational inefficiencies by understanding the intricacies of each team and process involved in the funds’ lifecycles
- Coordinate internal and external fund documentation to ensure investor processes are detailed accurately and within compliance and legal requirements
Your background will include:
- Undergraduate degree
- 0-2 years of operations experience in the Investment Management or financial services industry; experience in private markets is preferred
- Exposure to Alternative Funds, Evergreen experience a plus
- Excellent organizational and time management skills with the ability to manage processes, prioritize multiple tasks within a fast paced, high-pressure environment
- Excellent verbal and written communication with acute attention to detail
- Advanced Microsoft Office skills, specifically in Excel, required
- Willingness to learn, work collaboratively across teams, and bring new ideas to further efficiencies in the organization
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 candidates that join our team.
For growing family, 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
Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
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 humanresources@hamiltonlane.com.
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.
