Associate, FP&A

Reposted 2 Days Ago
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Conshohocken, PA
In-Office
Junior
Fintech • Financial Services
The Role
The FP&A Associate will analyze financial results, track budgets, maintain revenue forecasts, and support reporting for earnings calls and profitability analysis.
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 $145.6B in discretionary assets under management and $859.8B in non-discretionary assets under management, as of September 30, 2025.

The Opportunity:

This role will work closely with the Vice President and Director of FP&A to analyze results and plan for the growth of our business.  The FP&A Associate will provide insight and intelligence on current financials and profitability, short- and long-term planning, and strategic projects. 

Your responsibilities will be to:

  • Update quarterly calculations of carried interest, investments, management fees, and expenses
  • Work with the Vice President of FP&A on developing and tracking annual budgets
  • Maintain firmwide revenue forecasts working with sales, investments, and leadership to update throughout the year
  • Support external reporting to debtholders and rating agencies
  • Assist Investor Relations and CFO with analysis and preparation for quarterly earnings calls
  • Maintain detailed analysis of the drivers of firm’s profitability developing recommendations on resource allocation
  • Prepare ad-hoc financial analyses, CBAs, and forecasts to support the growth of the business
     

Your background will include:

Must-haves:

  • 2+ years of experience in a similar position
  • BA/BS, or equivalent combination of training and experience
  • Knowledge and experience with financial reports, financial statements, general ledger and budgeting
  • Strong written, oral communication, and interpersonal skills
  • Experience working with sophisticated financial models
  • Proficient with Microsoft Office applications

Nice-to-haves:

  • Advanced Microsoft Excel skills
  • Experience with financial reporting, financial planning, and business intelligence software
     

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.

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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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