Analyst, Account Execution

Analyst of Private Wealth Operations

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.

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.

Your responsibilities will be to:

• 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.

Your background will include:

• 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

Benefits

At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring. To do this, Hamilton Lane offers the following benefits:

Enhancing Your Physical and Emotional Health

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

Developing Your Career

Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.

Supporting Your Family & Community

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.

Safeguarding Your Financial Wellbeing

Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.

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.

If you need a reasonable accommodation to complete your application, please contact Human Resources.