Associate, Valuation

Hamilton Lane • Philadelphia, PA

156d

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 Investment and Technology Solutions to clients across the globe, we manage approximately $134.9 billion in discretionary assets and have oversight of an additional $821.2 billion in non-discretionary assets as of December 31, 2024. The Opportunity: As a Valuation Associate, you will join a team dedicated to overseeing the valuation of our co-investment and credit portfolio. As a part of this team, you will help to define the group’s role within the organization and create effective processes to manage the quarterly valuations of underlying portfolio companies.

Requirements

• Bachelor’s Degree required
• 3+ years of related business valuation or project management work experience
• Financial modelling skills including experience building models from scratch
• Demonstrated record of solving complex problems and completing challenging projects
• Must be eligible to work in the United States without requiring sponsorship

Nice To Haves

• Previous audit or valuation experience in professional services/Big 4 Firm a plus
• Master’s degree and/or achievement or progress towards a CFA a plus

Responsibilities

• Work with internal deal teams to gather data and information pertinent to the valuation of portfolio companies
• Ensure specialist valuations are properly integrated into internal deliverables
• Strong organization skills managing multiple deadlines personally and for the team
• Report and present analyses and conclusions, including written reports, to internal valuation committees
• Perform reviews and reasonableness assessments of third-party prepared valuation models as part of a quarterly valuation process
• Work directly with external auditors on specific valuation related questions
• Design financial models for market multiple, market transaction, discounted cash flow and option pricing analyses for ad hoc projects
• Detail oriented outlook ensuring consistency and quality of team output
• Special projects as assigned

Benefits

• Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
• Tuition and certification reimbursement program 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