Senior Associate, Treasury Operations

Posted 4 Days Ago
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Conshohocken, PA, USA
In-Office
Senior level
Fintech • Financial Services
The Role
The Senior Associate manages daily treasury activities, ensures compliance, mentors junior staff, coordinates with stakeholders, and drives process optimization.
Summary Generated by Built In

Join Hamilton Lane, a global leader in private markets, as we scale to meet the demands of our growing client base. Here, you’ll work with ambitious, high‑performing teams built on integrity, candor and collaboration, backed by our market-leading data and technology. We invest heavily in our people and our partners, giving you the platform to enrich lives, safeguard futures and grow your career.  
 
What We Do 
As one of the largest private markets investment firms globally, we provide innovative solutions to institutional and private wealth investors around the world, specializing in flexibility and full-spectrum access. We currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025.  

The Opportunity: 

Hamilton Lane is seeking aSenior Associateto join ourTreasury Operationsteam. This role is responsible for managing daily treasury activities, maintaining strong relationships with banking partners, ensuring compliance with internal controls, and providing oversight and mentorship to junior team members. The ideal candidate is detail-oriented, process-driven, and comfortable operating in a fast-paced, collaborative environment. 

Your responsibilities will include: 

Treasury Operations & Banking Coordination 

  • Manage daily cash positioning and liquidity across multiple bank accounts and entities. 
  • Coordinate with internal stakeholders (Fund Accounting, Legal, Operations, and Deal Teams) to support funding, capital activity, and cash movement needs. 
  • Serve as a primary point of contact for banking partners, ensuring timely execution of wires, FX trades, and account administration. 
  • Monitor and reconcile treasury inboxes and systems to ensure timely processing of transactions and inquiries. 
  • Support the setup and maintenance of bank accounts, signatories, and documentation. 

Compliance, Controls & Audit Readiness 

  • Ensure adherence to internal treasury policies, procedures, and approval workflows. 
  • Maintain accurate records and audit trails for all treasury transactions and activities. 
  • Lead periodic internal reviews of treasury processes and documentation to ensure compliance with internal controls and external regulations. 
  • Partner with internal audit and compliance teams to support audits and regulatory reviews. 

Technology & Process Optimization 

  • Support the implementation and enhancement of treasury technology platforms and tools. 
  • Identify opportunities to streamline workflows and improve data accuracy and reporting. 
  • Assist in the development and documentation of standard operating procedures (SOPs). 

Team Oversight & Mentorship 

  • Provide oversight and quality control for work performed by analysts and junior associates. 
  • Review and approve key deliverables, ensuring accuracy and consistency. 
  • Mentor junior team members and support their professional development. 
  • Assist in onboarding and training of new hires. 

Stakeholder Communication & Reporting 

  • Prepare and deliver treasury reports and dashboards for internal stakeholders and leadership. 
  • Communicate proactively with internal teams to ensure alignment on cash needs, funding timelines, and treasury-related initiatives. 

Your background will include: 

Must-haves: 

  • 4–6 years of experience in treasury operations, banking, or financial services 
  • Bachelor’s degree (B.A., B.S., or B.B.A.) 
  • Strong proficiency in Microsoft Excel and other Office applications 
  • Excellent organizational, analytical, and communication skills 
  • Experience managing multiple priorities in a deadline-driven environment 
  • High attention to detail and accountability 
  • Experience working both independently and collaboratively 

Nice-to-haves: 

  • Experience with treasury management systems (e.g., Kyriba, Hazeltree) 
  • Familiarity with banking portals, SWIFT, and payment processing 
  • Exposure to FX transactions, cash forecasting, and liquidity planning 
  • Experience with internal audits, compliance reviews, or regulatory reporting 
  • Knowledge of fund structures and capital activity workflows 

Travel Requirements: 

Minimal to none 

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.

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.

Skills Required

  • 4 -6 years of experience in treasury operations, banking, or financial services
  • Bachelor's degree (B.A., B.S., or B.B.A.)
  • Strong proficiency in Microsoft Excel and other Office applications
  • Excellent organizational, analytical, and communication skills
  • Experience managing multiple priorities in a deadline-driven environment
  • High attention to detail and accountability
  • Experience working both independently and collaboratively
  • Experience with treasury management systems (e.g., Kyriba, Hazeltree)
  • Familiarity with banking portals, SWIFT, and payment processing
  • Exposure to FX transactions, cash forecasting, and liquidity planning
  • Experience with internal audits, compliance reviews, or regulatory reporting
  • Knowledge of fund structures and capital activity workflows

Hamilton Lane Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Hamilton Lane and has not been reviewed or approved by Hamilton Lane.

  • Parental & Family Support Parental leave is described as generous and inclusive, with added support such as adoption and fertility benefits, backup care, and nursing‑mother travel assistance.
  • Wellbeing & Lifestyle Benefits Wellbeing resources span counseling and life‑coaching access, a Calm subscription for households, wellness rewards, and stipends that reinforce day‑to‑day health.
  • Equity Value & Accessibility Employees can participate in an Employee Stock Purchase Plan at a meaningful discount, broadening access to ownership alongside cash compensation.

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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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