Sr. Analyst Consultant Relations

Hamilton Lane•Conshohocken, PA

About The Position

The support position on the Consultant Relations team at Hamilton Lane provides critical operational, analytical, and relationship management support. This role ensures seamless interactions with consultants, executes strategic initiatives, and helps maintain and enhance the firm’s reputation among investment consulting partners. Please note that this position does not directly involve sales or prospecting.

Requirements

College degree (B.A., B.S., or B.B.A)
0-3 years’ experience in a related financial services role
Must be detail oriented and organized and able to handle multiple assignments
Excellent interpersonal, verbal and written communication skills
Strong quantitative/analytical skills
Must be proficient in Microsoft applications (Word, Excel, PowerPoint)

Nice To Haves

Experience supporting sales function, a plus

Responsibilities

Coordinate and support all consultant-related meetings and communications, including preparing agendas, circulating materials, managing logistics, and tracking follow-up actions.
Maintain and update CRM systems with accurate, current information on consultants, meetings, interactions, organizational structures, and key actions or updates.
Prepare detailed meeting summaries and ensure timely, high-quality reporting for consultants and clients, including quarterly, ad-hoc, and portfolio/fund updates; proactively communicate key consultant developments to internal and global Client Solutions teams.
Gather, compile, and provide data, documentation, and responses for consultant and client requests (including ad hoc, due diligence, RFPs/DDQs/Consultant Updates) by collaborating with internal stakeholders and the RFP/Content Team.
Support the implementation and project management of strategic initiatives to enhance Consultant Relations operations, such as technology integrations, process improvements, and data integrity initiatives.
Maintain up-to-date knowledge of Hamilton Lane’s products, strategies, and market positioning to ensure accurate, value-added communication with consultants and clients.
Contribute to a range of HQ Client Solutions responsibilities, such as updating standard materials, coordinating on-site activities, and advancing key strategic projects aligned with client solutions objectives.