Analyst, Account Execution

Hamilton Lane • Conshohocken, PA

4d

About The Position

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 Solutions to clients across the globe, we manage approximately $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025. The Opportunity: As an Analyst of Private Wealth Operations, you will be joining a dynamic team of professionals overseeing the client onboarding workstream for our Evergreen and Closed-end strategies. In this role, you will have exposure across multiple teams and jurisdictions, acting as a liaison between operations and multiple groups to support the onboarding process.

Requirements

• Undergraduate degree
• 2-5 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
• Experience in managing processes, prioritizing multiple tasks within a fast paced, high-pressure environment, and maintains high attention to detail.
• Experience supporting a sales function is a plus
• Excellent verbal and written communication skills are a must
• Strong Microsoft Office is required; advanced excel is a plus
• Entrepreneurial spirit
• Out-of-the-box thinker

Nice To Haves

• Exposure to Alternative Funds, evergreen experience a plus
• Experience supporting a sales function is a plus
• Strong Microsoft Office is required; advanced excel is a plus

Responsibilities

• Support and oversee the fund operations of our Evergreen and Closed-end funds.
• Monitor and support the onboarding of new investor accounts within our open-ended and close-ended product suite.
• Work closely with our Business Development teams across Europe, Middle East, Asia Pacific, North and South America to manage investor expectations by providing transparency and support around the onboarding process.
• Liaise with/assist internal teams (client solutions, sales, compliance, legal/tax, product support, fund accounting, portfolio management, investor relations, digital business transformation, accounting/finance) and external stakeholders (fund administrators, transfer agents, investors, prospects, distributors, custodians) globally to reconcile data, resolve complex issues/daily queries, maintain an accurate workflow, and be a key contact for information.
• Support an onboarding/set up and ongoing servicing requirements of new intermediaries, custodians, distributors, platforms, and interfaces to streamline onboarding timelines and optimize investor experience.
• Support to investigate and resolve operational inefficiencies by understanding the intricacies of each team and process involved in the funds’ lifecycles.
• Develop an understanding of the regulatory requirements/restrictions of operating and marketing across multiple jurisdictions and funds domiciled in Luxembourg.
• Prioritize operational proactivity and process improvement, cross-functional collaboration, and rigorous compliance and documentation.
• Support to coordinate internal and external fund documentation to ensure investor processes are detailed accurately and within compliance and legal requirements.
• Assist in managing internal projects, orchestrating improvements, and acting as the main operational liaison.

Benefits

• Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
• Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees