Client Services Analyst at Hamilton Lane

| Philadelphia, PA
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Hamilton Lane is looking to expand their 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.

As part of the Client Operations group, the Analyst will work closely various departments within the broader Operations team. The successful candidate must be able to demonstrate a willingness and aptitude to learn, as well as exemplify accountability and ownership of the work product and processes. The candidate would need to communicate effectively within a team and operate in a fast-pace and deadline-driven environment where priorities often change.

  • 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 being provided.
  • Prepare quarterly and annual reports for clients.
  • Maintain a working knowledge of assigned client portfolios and the investments within these portfolios.
  • Work within a team dynamic 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 the 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.

NECESSARY QUALIFICATIONS; Education and/or Experience:
  • College degree (BA, BS, BBA)
  • Degree or related degree in Accounting, Finance, Economics, Mathematics, Business, Management, Data Science, International Business
  • Internships 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

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.

As a registered investment adviser, employees of Hamilton Lane may be subject to certain limitations on political contribution and personal investment activities.

If you need a reasonable accommodation to complete your application, please contact Human Resources at 610-617-2046 (US).

Please note that in the event that you are hired by Hamilton Lane, you, your spouse or any other dependent family member living in your household will need to comply with Hamilton Lane's Personal Securities Transactions Policy and the trade pre-clearance process per Hamilton Lane's Code of Ethics. It is your responsibility to ensure that you and your household members are able to comply with this policy. Examples of the restrictions that could be placed on your activities include, but are not limited to, a requirement to pre-clear all transactions prior to execution, the inability to transact in certain securities or classes of securities and other restrictions. A copy of our Code of Ethics is available upon request. Please note that having a personal trading account will not prohibit you from being employed by Hamilton Lane.
More Information on Hamilton Lane
Hamilton Lane operates in the Financial Services industry. The company is located in Conshohocken, PA, Miami, FL, Portland, OR, San Francisco, CA, Las Vegas, NV and San Diego, CA. Hamilton Lane was founded in 1991. It has 515 total employees. To see all 14 open jobs at Hamilton Lane, click here.
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