Analyst, Account Execution - Evergreen Operations

Reposted 2 Days Ago
Be an Early Applicant
London, Greater London, England, GBR
In-Office
Junior
Fintech • Financial Services
The Role
The Analyst will oversee client onboarding for private wealth operations, liaise with various teams, and support fund operations and compliance processes.
Summary Generated by Built In

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.

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 Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition. As a registered investment adviser, employees of Hamilton Lane may be subject to certain limitations on political contribution and personal investment activities.

Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.

Skills Required

  • 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
  • Excellent verbal and written communication skills
  • Strong Microsoft Office skills
  • Advanced Excel skills

Hamilton Lane Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Hamilton Lane and has not been reviewed or approved by Hamilton Lane.

  • Parental & Family Support Parental leave is described as generous and inclusive, with added support such as adoption and fertility benefits, backup care, and nursing‑mother travel assistance.
  • Wellbeing & Lifestyle Benefits Wellbeing resources span counseling and life‑coaching access, a Calm subscription for households, wellness rewards, and stipends that reinforce day‑to‑day health.
  • Equity Value & Accessibility Employees can participate in an Employee Stock Purchase Plan at a meaningful discount, broadening access to ownership alongside cash compensation.

Hamilton Lane Insights

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The Company
HQ: Conshohocken, PA
515 Employees
Year Founded: 1991

What We Do

Hamilton Lane is an alternative investment management firm providing innovative private markets solutions to sophisticated investors around the world. The firm has been dedicated to private markets investing for more than two decades and currently has more than 470 employees operating in 18 offices throughout the U.S., Europe, Asia and the Middle East. With $92+ billion in assets under management and $665+ billion in assets under supervision*, Hamilton Lane offers a full range of investment products and services that enable clients to participate in the private markets asset class on a global and customized basis. The firm has been named a Best Place to Work in Money Management by Pensions & Investments for eight consecutive years.

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