Analyst, Operational Due Diligence

Posted 2 Days Ago
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Head Quarters, Township of Tinicum, PA
Junior
Fintech • Financial Services
The Role
The Analyst, Operational Due Diligence will conduct comprehensive reviews of private equity investment managers, assessing quality, compliance, and infrastructure to guide investment decisions. Responsibilities include monitoring investments, preparing reports, and maintaining industry awareness while collaborating with senior management and team members.
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.

Who we are:

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 $124.6 billion in discretionary assets and have oversight of an additional $796.2 in non-discretionary assets as of March 31, 2024.

The Opportunity:

 The Operational Due Diligence team is looking for an Analyst to join their Team. The Operational Due Diligence team at Hamilton Lane performs comprehensive operational and back-office reviews of private market investment managers that the firm is considering for its client portfolios.

In this role, you will play an integral role in ongoing due diligence, risk mitigation, and monitoring of investment managers, including ensuring compliance with industry best practices, regulatory requirements, and limited partnership agreements. You will be instrumental in helping to continue building out the function and enhancing the group’s various approaches to assessing and monitoring.

Your responsibilities will be to:

  •  Perform initial and ongoing operational due diligence reviews of private equity investment managers
  • Evaluate the overall quality of private equity investment managers’ organization, accounting/valuation, regulatory compliance, and infrastructure to identify issues relevant to Hamilton Lanes’ overall investment decisions
  • Prepare and conduct in-depth, on-site due diligence meetings with senior management (e.g., CFOs, COOs, CCOs, and other support staff) of private equity managers to further evaluate operational-related risks
  • Prepare comprehensive written reports containing information and analysis related to the operational environment of potential investments
  • Perform ongoing monitoring of investments, including analyzing private equity fund audited financial statements, investment activity reports, Form ADV filings, and other publicly available information
  • Keeping informed of market developments, industry trends, and regulatory matters that could impact private equity managers
  • Developing market intelligence and industry best practices by liaising with private equity fund managers, fund administrators, and auditors to identify possible process enhancement
  • Work within a collaborative team structure to ensure accuracy and timely delivery of operational due diligence reports

Your background will include:

  •  Bachelor’s Degree
  • 1-5 years of experience; title commensurate with experience
  • Knowledge of the private equity, hedge fund, and asset management industry
  • Experience working in the finance, accounting, or financial service industry
  • CPA, CAIA, and/or CFA (or working towards obtaining) a plus
  • Strong verbal and written communication skills
  • Ability to communicate effectively with senior-level management
  • Detail-oriented, organized, and strong analytical skills
  • Interest and ability to work collaboratively in a team environment
  • Proficient with MS Office (Word, Excel, Power Point)
  • Flexibility to travel up to 5%

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 program 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, matches your donations to charitable organizations, and compensates for referring qualified candidate 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.

Diversity Pledge

At Hamilton Lane, we prioritize the value of diversity and intentionally cultivate an environment that embraces the strength derived from our collective differences. Recognizing the industry's need for change, we address the hesitancy of underrepresented groups, particularly women and people of color, to apply unless meeting every criterion. We welcome applications from women, men, people of color, veterans, the LGBTQ+ community, and those returning to the workforce, even if not meeting every job description requirement, including education level. Your unique contribution is not just welcomed but essential to our success.

If you need a reasonable accommodation to complete your application, please contact Human Resources at [email protected].

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

The Company
HQ: Conshohocken, PA
515 Employees
On-site Workplace
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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