Principal Fund Investment Managed Solutions

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 Solutions to clients across the globe we manage approximately $130 billion in discretionary assets and have oversight of an additional $810 in nondiscretionary assets as of June 30 2024.

The Opportunity:

Join our team as we look to expand to satisfy the needs of our growing client base. We are looking to hire a Principal to join our Fund Investment and Relationship Management Team in San Francisco. In this role you will work within our Investment Team to build and maintain strong relationships with our West Coast clients while developing and strengthening a solid understanding of the global primary fund universe across all private market strategies.

Your responsibilities will include:

• Leading daytoday client coverage including regular client visits.
• Managing junior resources to oversee creation of key client deliverables.
  • Strategic plan creation / oversight
  • Portfolio construction alongside Portfolio Management Group
    • Quarterly Review of portfolio
    • Allocation discussions
  • Reporting & Monitoring for client portfolios
    • Regular portfolio updates
    • Quarterly reports
  • Client communications
    • Pipeline calls / monthly calls
    • Market updates
  • Adhoc client requests
• Leading crossselling and upselling of HL products and services with existing clients
• Partnering with Sales/ Client Solutions to support pitch activities for prospective clients by being the expert on our management of Separate Account and Advisory relationships
• Managing and/or cultivating fund manager relationships fostering West Coast US manager coverage to drive opportunities alongside our secondaries and direct investing teams
• Overseeing the due diligence process for primary investments
  • Lead fund manager onsite visits.
  • Review all diligence materials as completed by Analyst or Analyst & deal manager.
  • Present deals at PreInvestment Committee meetings.
• Developing expertise in specific primary strategies enabling ability to speak to similarities/differences of managers who pursue similar investment approaches.
• Ability to speak and become a subject matter expert on all Private Market strategies & competitive landscapes.
• Attending Annual/Advisory board meetings & conferences.
• Assisting in the development and mentoring of junior professionals.

Your background will include:

• 10years of work experience in a financial industry/ private marketsclientfacingsetting
• University degree. AMastersdegreeand/or CFA are a plus.
• Ability to develop a working knowledge of our proprietary systems
• Strong analytical written and oral communication skills
• Ability to work proactively and independently in a team setting
• Ability to Travel
• Fluency in English required
  

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 Hamiliton 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 program 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 candidate 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.

Salary range for this position: $175000 to $275000 per year. Actual base salary may vary based upon but not limited to relevant experience time in role peer and market data prior performance business sector and geographic location. You may also be eligible for an annual discretionary incentive compensation award.

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 actionequal 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 .

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 viaemail 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.