Principal, Treasury

Reposted 10 Days Ago
Be an Early Applicant
Philadelphia, PA
In-Office
Senior level
Fintech • Financial Services
The Role
The Treasury Principal will lead cash management and liquidity strategy, oversee banking partnerships, mitigate risks, and mentor junior 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.

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:

As the Treasury Principal, you will lead the firm’s fund-level treasury strategy, overseeing liquidity planning, cash optimization, and capital flow forecasting across our investment vehicles. Reporting directly to the Managing Director of Treasury, you will be responsible for developing and implementing best-in-class cash management and capital efficiency practices across funds and entities.

This role combines strategic leadership with hands-on execution, playing a pivotal role in our capital deployment readiness, fund flow operations, and risk mitigation across a global platform.

Your responsibilities will be to:
 

Strategic Treasury Management

  • Design and manage the firm’s fund-level cash management and liquidity strategies, aligned with investment pacing and capital call planning.
  • Forecast short- and long-term liquidity needs across fund structures, including drawdowns, distributions, and recycling.
  • Partner with investment and finance teams to model inflows/outflows and optimize capital deployment timing.

Banking and Counterparty Oversight

  • Lead relationships with key banking partners, custodians, and credit counterparties.
  • Negotiate terms for fund lines of credit, FX lines, and banking products.
  • Maintain counterparty exposure and credit risk oversight framework.

Operational Excellence

  • Oversee cash operations, including wires, FX, hedging and settlements, ensuring controls and timeliness.
  • Own the cash dashboard/reporting infrastructure for real-time insights into firmwide liquidity and exposures.
  • Develop and enhance treasury technology platforms and automation tools.

Governance & Risk Management

  • Establish and enforce treasury policy, including fund cash thresholds, controls, and signatory rights.
  • Identify and mitigate liquidity and operational risks.
  • Prepare and present materials for treasury committees, boards, and LPs, as required.

Team Leadership

  • Mentor and develop junior treasury and operations team members.
  • Serve as a key thought partner to the CFO, COO and MD Treasury on treasury innovation and strategy.

Your background will include:

  • 10–15+ years of treasury, fund finance, or cash management experience within asset management, private equity, or a related financial services environment.
  • Strong understanding of fund structures, waterfall mechanics, and subscription lines.
  • Demonstrated success in strategic treasury leadership and optimizing fund liquidity.
  • Experience managing external banking relationships and negotiating credit facilities.
  • Highly analytical, systems-oriented, and comfortable with cross-functional collaboration.
  • Excellent communication and stakeholder management skills.

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

Banking Products
Cash Management Tools
Treasury Management Software
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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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