Analyst, Client Services

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.

The Opportunity:

Our Technical Solutions team is responsible for a variety of functions related to the management and operations of our client and investor portfolios, including maintaining accurate performance information, and collaborating with relationship management teams in preparing performance reports and special projects. This team is a new integration between the iLevel and Cobalt sides of our business and will offer ample opportunities for individuals who excel.
 

You will be a great fit if you have awesome customer relationship skills and understand the importance of client connections and relationships. Most critical to this role is a dedicated work ethic, strong attention to detail and a willingness to learn.

Your responsibilities will be to:

• Respond to client and fund investor questions and special requests (analyze reports/informational requests), interact with Relationship Managers to ensure that the required level of client service is provided.
• Prepare daily, monthly, quarterly and annual reports for clients.
• Maintain a working knowledge of assigned client portfolios and the investments within these portfolios.
• Work within a team to produce client deliverables leveraging various resources within the firm.
• Maintain a working knowledge of assigned tasks
• Communicate with representatives of investment partnerships to ensure timely receipt of inquiries and financial information.
• Execute daily work and timely completion of assigned tasks per the specific procedures and guidelines to meet internal and external regulatory control requirements

Your background will include:

• College degree (B.A., B.S. or B.B.A.) in Accounting, Finance, Economics, Business, Management, International Business, or related degree.
• 0-3 years of work experience in an accounting/financial industry setting preferred.
• Must be proficient or able to learn Microsoft Office applications, preferably Excel.
• Must be detail oriented and organized and possess good analytical skills.
• Must be able to handle multiple assignments/initiatives.
• Strong communication skills (written and verbal).
• Ability to operate in a high-pressure environment.
• Demonstrated willingness to learn and high level of accountability.
• Assist with other duties and special projects as needed.
• The ability to work in the US without requiring sponsorship.

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.

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 at [email protected].

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.