Product Associate at Hamilton Lane (Philadelphia, PA)

| 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.

  • Accountable for deep knowledge and expertise of Hamilton Lane's private credit funds, investment approach and market position.
  • Help drive fundraising efforts by supporting global business development teams through content creation, investor and prospect strategizing, cohesive sales messaging and proactive outreach program.
  • Create quarterly updates, presentations, investor letters, distribution notices, portfolio analytics, private placement memorandums, pitch books, fact sheets and fundraising letters
  • Work closely with Senior Investment team to develop the selection of private markets fund investment programs in-line with return objectives and investor risk appetites
  • Responsible for post-investment transaction responsibilities for active portfolio companies such as monitoring, valuations, reporting, and follow-on due diligence
  • 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)
  • Coordinate materials for fundraising efforts and new business pitches
  • Interface with a diverse group within Hamilton Lane across various departments, including the Investment Team, Research, Reporting, Business Development, Legal and Senior Management
  • Oversee product compliance including proper documentation of processes and procedures
  • Improve upon the representation of analytics, metrics, and data utilized in sales presentations while supporting content creation and maintenance of sales enablement tools with the RFP and marketing teams
  • Assist Team in creating the firm's materials for the Annual Investor Meeting, our most significant client event, via frequent meetings and interactions with members of investment team and senior management

NECESSARY QUALIFICATIONS; Education and/or Experience:
  • College degree (B.A., B.S. or B.B.A.). An advanced degree, MBA and/or CFA is preferred, but not required
  • Minimum of 3 years working experience in Financial Services
  • Private equity experience is preferred
  • Investment experience performing complex financial analysis and modeling is a plus
  • 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 (Word, Excel, PowerPoint)

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 insurance, Vision insurance, Health insurance and Life insurance. To see all jobs at Hamilton Lane, click here.
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