Hamilton Lane is looking to expand their 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.

Hamilton Lane is hiring an Associate to join our Portfolio Support Group in our Suburban Philadelphia – Conshohocken Office.
The Portfolio Support Associate will work closely with our Relationship Managers on client deliverables and special projects that help our clients build and manage their private markets portfolios. We seek professionals with a pro-active mindset and strong communication skills who show willingness to operate in a deadline-driven environment and interact with clients and prospects.
Essential Duties and Responsibilities

• Work directly with Relationship Managers on various client inquiries, pipeline calls, presentations, and portfolio development tasks
• Maintain a working knowledge of assigned client portfolios and the investments within these portfolios
• Assist in client portfolio development including running pacing models, assisting with allocation decisions, preparing strategic plans, and reviewing quarterly reports
• Respond to ad hoc client questions and special requests
• Learn and maintain a working knowledge of HL technology tools to aggregate and present information needed for client deliverables
• Prepare for and engage in regular dialogue with other departments internally to learn and distribute information about the client including their mandate, goals and investment pipeline
• Assist with other duties and special projects (including team and firm initiatives) as needed

NECESSARY QUALIFICATIONS; Education and/or Experience:

• Bachelor’s degree
• 3-5 years’ experience in a related financial services/private markets role
• Private markets experience preferred

• Ability to collaborate and work in a team-environment
• Capacity to learn, absorb and analyze information quickly
• Candidate should be detail oriented, responsible and organized
• Strong communication skills (written and verbal)
• Must be able to handle multiple assignments/initiatives
• Must be proficient in Microsoft applications (Outlook, PowerPoint, Word, Excel)

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.

As a registered investment adviser, employees of Hamilton Lane may be subject to certain limitations on political contribution and personal investment activities.

If you need a reasonable accommodation to complete your application, please contact Human Resources at 610-617-2046 (US).

Please note that in the event that you are hired by Hamilton Lane, you, your spouse or any other dependent family member living in your household will need to comply with Hamilton Lane's Personal Securities Transactions Policy and the trade pre-clearance process per Hamilton Lane's Code of Ethics. It is your responsibility to ensure that you and your household members are able to comply with this policy. Examples of the restrictions that could be placed on your activities include, but are not limited to, a requirement to pre-clear all transactions prior to execution, the inability to transact in certain securities or classes of securities and other restrictions. A copy of our Code of Ethics is available upon request. Please note that having a personal trading account will not prohibit you from being employed by Hamilton Lane.

Job Type: Full-time

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