Associate, Performance Reporting

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 $120.2 billion in discretionary assets and have oversight of an additional $782.9 in non-discretionary assets as of December 31, 2023.

The Opportunity:

We are looking to hire a Performance Reporting Associate to join our team in our Suburban PA or Portland Oregon offices. 

In this role, you will be joining our dynamic Investment Performance team tasked with producing quarterly investment performance track records, Asset Under Management (AUM) statistic reports, as well as maintaining and calculating performance information at various levels of the investment hierarchy for the enterprise. This is accomplished through various mediums of calculation, data input, response to RFPs (Request for Proposals), handling ad-hoc requests from existing investors and senior management, creating multi-layered processes and controls, and creating creative solutions to investment performance data related problems. The team is actively involved in the firm’s business development initiatives and has regular communications with many departments including the Investment Teams, Compliance, Business Development, and Relationship Management. The Performance Analytics role requires strong communication, attention to detail, analytical, technical, and relationship management skills to help manage Hamilton Lane’s enterprise investment performance systems and data.

Your responsibilities will include:

• Using data analytical and other programing languages/software help create and maintain investment performance calculations and data sets.
• Balance the completion of quarterly reporting, ad hoc projects, and deliverables as requested by various partner groups supported by the performance team.
• Maintain a focus on time management, process management, and quality control.
• Have an intellectual curiosity about the private markets business to act as a consultant for data and historical performance for key partners in requests, and direct as needed.
• Handle multiple assignments/initiatives and prioritize effectively.
• Communicate with your team and other interested parties’ results, concerns, progress, and outcomes.
• Maintain an understanding of Investment Performance.

Your background will include:

• BA/BS in related field (e.g., business/finance/engineering/information technology/mathematics/physical sciences)
• 3-5 plus years of work experience in an accounting/financial industry setting preferred
• Comfort and familiarity with large data sets, relational databases, reporting and query tools
• Aptitude for problem solving
• Excellent writing, communication, and presentation skills
• Must be proficient in Microsoft applications (Excel, Word, and PowerPoint)
• Advanced experience in Excel is a plus (e.g., VBA, Macros)
• Proficiency with Microsoft Access a plus
• Must have a mastery of R and SQL programming languages
• Must be detail oriented, organized, and possess good analytical skills 
• Ability to operate in a high-pressure environment
• Assist with other duties and special projects as needed
• Must be able to work with all levels of management
• Ability to work in the United States without requiring sponsorship

For Portland, Oregon candidates only - Dependent upon level, the estimated salary range for this position is $85K-100K. Compensation packages are based on factors unique to each candidate, including but not limited to skills, certifications, education, and specific general location. This role is eligible for health coverage, retirement, equity awards, life insurance, benefits, parental leave, paid time off 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 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].

#LI-LA1

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