Vice President, Investor Services

Hamilton Lane•Moosic, PA

3d•Hybrid

About The Position

Join Hamilton Lane, a global leader in private markets, as we scale to meet the demands of our growing client base. Here, you’ll work with ambitious, high‑performing teams built on integrity, candor and collaboration, backed by our market-leading data and technology. We invest heavily in our people and our partners, giving you the platform to enrich lives, safeguard futures and grow your career. As one of the largest private markets investment firms globally, we provide innovative solutions to institutional and private wealth investors around the world, specializing in flexibility and full-spectrum access. We currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025. The Investor Services Team is responsible for a variety of activities throughout the lifecycle of our co-mingled funds investment programs. In the Vice President role, you will be responsible for handling the day-to-day execution of all Fund-related operations activity across reconciliation, reporting, and investor support. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change.

Requirements

College degree (B.A., B.S. or B.B.A.)
6-10 years working experience
Financial Services and/or private equity experience
Highly motivated and organized; detail-oriented
Excellent written and verbal communication skills with the ability to exercise sound judgment and take initiative in resolving problems.
Ability to manage multiple projects simultaneously and be able to prioritize workload
Day-to-day flexibility for ad hoc projects
Proactively identify challenges and offer solutions
Must be highly proficient in Microsoft applications (Word, Excel, PowerPoint)

Nice To Haves

Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and or cash reconciliation tool experience.
Private Markets Evergreen fund operations experience.

Responsibilities

Oversee the reporting and reconciliation process for complex or high-profile fund structures and sensitive client relationships, ensuring accuracy, compliance, and insightful analysis in quarterly financial reports.
Analyze fund financial statements and investment activity to identify performance drivers, leveraging advanced accounting knowledge and adept data extraction from financial or bank statements.
Support operational management and reporting for Evergreen investment vehicles.
Master and utilize HL Technologies for seamless report generation, reconciliations, and fulfillment of investor data requests.
Manage and resolve complex investor inquiries through the HL investor portal, ensuring timely, accurate, and client-focused responses for an exceptional investor experience.
Collaborate cross-functionally with teams across Investment, Research, Reporting, Business Development, Legal, and Product Management to achieve strategic objectives.
Lead or manage projects and strategic initiatives, from planning through execution, including project scoping, resource allocation, and quality assurance, ensuring successful outcomes.
Supervise, coach, and develop Analysts, Senior Analysts, and Associates, fostering knowledge sharing, skill development, high performance, and delivery of formal and ongoing feedback.
Serve as the escalation point for complex or sensitive investor situations unresolved at lower levels, providing expert solutions and maintaining client confidence.
Drive the documentation, implementation, and continuous improvement of internal controls, policies, and procedures to enhance operational efficiency and regulatory compliance.
Coordinate multi-departmental initiatives, championing process and system enhancements in collaboration with cross-functional partners.
Model leadership expectations and cultivate a culture of accountability, continuous improvement, and team development within Investor Services.