Analyst, Investment Services

Reposted 8 Days Ago
Philadelphia, PA
In-Office
Entry level
Fintech • Financial Services
The Role
The Analyst will support investment platforms, manage client deliverables, update marketing materials, and collaborate with internal departments.
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 Investment and Technology Solutions to clients across the globe, we manage approximately $134.9 billion in discretionary assets and have oversight of an additional $821.2 billion in non-discretionary assets as of December 31, 2024.

The Opportunity:

Our Investment Services Group at Hamilton Lane supports the fundraising efforts and ongoing servicing solutions offered across investment platforms, including closed-end and evergreen products. Within this team, the analyst will serve as generalist support across our various platforms while developing knowledge of our brand offerings across products and service lines.
 

A successful candidate will be highly motivated, able to communicate effectively and operate in a cooperative and deadline-driven environment where priorities are dynamic.  
 

As a Product Analyst, you will work closely with several professionals in various internal departments across the firm to ensure deadlines are met, materials meet compliance requirements, and data points are accurate.

Your responsibilities will be to:

  • Support the maintenance of internal document libraries for the distribution of content to sales and relationship management teams.
  • Manage requests from existing investors and recurring client deliverables.
  • Update cross-platform marketing materials and product marketing data for use by sales and product functions.
  • Support the launch of new products across platforms by working closely with subject matter experts and product development teams.
  • Responsible for day-to-day operations of various multi-strategy closed-end funds.
  • Contribute to cross-platform projects and initiatives.
  • Interface with a diverse group within Hamilton Lane across various departments, including the Investment Team, Portfolio Management Group, Fund Accounting, Client Solutions Support, Product Development, and Sales Marketing.
     

Your background will include:

  • College degree (B.A., B.S. or B.B.A.)
  • 0-2 years of work experience in an accounting/financial industry setting preferred.
  • Highly motivated and organized; detail-oriented.
  • Excellent written and verbal communication skills.
  • Ability to handle multiple projects simultaneously and be able to prioritize a dynamic workload.
  • Proactively identify challenges and offer solutions.
  • Must be proficient in Microsoft applications (Word, Excel. PowerPoint, etc.)
     

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.

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.

Top Skills

Excel
Microsoft Powerpoint
Microsoft Word
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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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