Associate, Client Solutions

Join Hamilton Lane a global leader in private markets as we scale to meet the demands of our growing client base. Here youll work with ambitious highperforming 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.

As an Associate/Senior Associate on our Client Solutions team you will assist in providing support to Hamilton Lanes clients and support business development aspects related to the management of our Australia private wealth channel prospect relationships supporting senior salespeople based in Sydney.

Client & Relationship Management

• Adviser Communications: Serving as a primary point of contact for external private wealth advisors research teams to ensure prompt responses to client queries.

• Material Preparation: Drafting and organising strategic meeting agendas specific asset memos comprehensive internal briefings ahead of key client engagements.

• Meeting Coverage: Shadowing senior Client Solutions team members in meetings taking detailed notes and independently managing the follow-up process for deliverables promised to prospects or clients

Meeting Scheduling

• Diary Management: Acting as the logistical anchor for the local team by proactively booking client/prospect meetings.

Event & Roadshow Coordination

• Roadshow Logistics: Helping manage scheduling travel itineraries and presentation materials for client roadshows and on-site visits involving senior global executives or investment strategy staff.

• Digital Engagements: Co-coordinating the operational aspects of client webinars including managing calendar blocks liaising with internal and external presenters and tracking attendee engagement.

Sales & Distribution Support

• Pipeline Management: Assisting with the tracking of capital commitments and supporting pipeline management.

• CRM Administration: Maintaining meticulous records of all advisor interactions updating contact hierarchies and logging distribution targets.

• Market Research: Monitoring private markets trends competitor fund launches and domestic regulatory discussions to keep the distribution team informed.

• Collect and analyze data related to prospective client proposals and report trends and findings to senior management. This includes but is not limited to: Activity Sales Reporting Pipeline Management Pricing Marketing Fundraising Updates

• Collect and analyze intel on competitors and create deliverables to the business development and product managers

Operational Coverage

• Team Coordination: Assisting with balancing internal workloads and providing necessary operational cover.

• Presentation Development: Helping refine pitch decks portfolio update presentations.

• Other sales-related projects as necessary

• Assist the RFP team in reviewing editing and submitting of RFPs

• Leverage AI tools to streamline sales support processes enhance efficiency and improve the quality and timeliness of business insights.

• 3-5 years of working experience in private markets financial industry asset management industry or other related industry

• University degree (B.A. B.S. or B.B.A.)

• Must be proficient in Microsoft applications (Word Excel PowerPoint).

• 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

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 Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race religion ancestry national origin sex sexual orientation age disability marital status domestic partner status or medical condition. As a registered investment adviser employees of Hamilton Lane may be subject to certain limitations on political contribution and personal investment activities.

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.