Investment Product Associate

| 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.

Investment Product Associate (Product Support and Investor Relations)

The Investment Team is part of Hamilton Lane's Global Private Markets platform responsible for the management and execution of all aspects of our investment programs. The Product Associate is a cross-functional role responsible for assisting with portfolio analytics, market analysis, fundraising, and strategy with a focus our Primary Fund commingled fund platforms. The successful candidate must be highly motivated, able to communicate effectively and operate in a fast-pace and deadline-driven environment where priorities often change.

  • Develop and provide compelling quantitative and qualitative support in the pursuit of new business opportunities for new and existing clients (e.g. pricing models, portfolio return simulations, opportunity pricing, and competitive positioning
  • Assist in the creation of pitch books, presentations, quarterly reports, investor letters, distribution notices, portfolio analytics, private placement memorandums, pitch books, fact sheets and fundraising letters.
  • Improve upon the representation of analytics, metrics, and data utilized in presentations while supporting content creation and maintenance of critical data
  • Support the team in building and maintaining relationships with both prospective and current investors. This includes, but is not limited to, providing Limited Partner communications, support for meetings and calls to present performance results and market updates to investors and prospects
  • Coordinate prospective investor due diligence including on-site meetings, RFPs, and ad-hoc requests
  • Interface with a diverse group within Hamilton Lane across various departments, including the Investment Team, Research, Reporting, Business Development, Legal and Senior Management

NECESSARY QUALIFICATIONS; Education and/or Experience:
  • College degree (B.A., B.S. or B.B.A.)
  • at least 2 years working experience
  • Highly motivated and organized; detail-oriented
  • Excellent written and verbal communication skills
  • Ability to manage multiple projects simultaneously and be able to prioritize workload
  • Proactively identify challenges and offer solutions
  • Must be proficient in Microsoft applications

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. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 14 open jobs at Hamilton Lane, click here.
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