Senior Associate, Portfolio Management Group

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 Investment and Technology Solutions to clients across the globe we manage approximately $134.9 billion in discretionary assets and have oversight of an additional $821.2 billion in non-discretionary assets as of December 31 2024.

The Opportunity
We are seeking a Senior Associate to join our Portfolio Management Group (PMG) specializing in Strategy and Research.

The Portfolio Management Group oversees discretionary portfolios from initial proposals to portfolio construction and eventual winddown sitting at the crossroads of sales investments and operations to help ensure thoughtful portfolio development and execution. PMG is highly analytical and leverages expertise in private markets statistics econometrics and data science. Those specifically focused on the PMG Strategy and Research function specialize in working with our market data sets to answer questions interacting with clients and prospects to propose asset allocation guidance and to contribute to our research content.

In this role you will have the opportunity to grow your responsibilities with PMG over time to include participation in Investment Placement Implementation and Oversight or Performance Analytics depending on team needs and the candidates desires to expand their remit.

Your responsibilities will include:

• Advising global clients on portfolio analysis private markets asset allocation and performance assessment.
• Engaging with Client Solutions to create portfolio proposals and strategy recommendations for customized separate account clients aligned with Hamilton Lanes best practices.
• Developing and enhancing portfolio models (cash flow forecasting pacing optimization) and analytical tools for performance analysis and attribution.
• Working with investment team leadership and senior executives to establish and continually improve the firms portfolio construction framework.
• Conceptualizing and authoring research papers and presentations on topics of client interest utilizing Hamilton Lanes proprietary datasets.
• Responding to client questions and producing analyses on the private markets industry.
• Reviewing and summarizing third-party reports news and academic research related to private markets.
• Training mentoring and supervising junior PMG analysts; leading firmwide training sessions on portfolio construction topics.
• Enhancing and maintaining the firms proprietary private markets datasets.
• Partnering with the Technology Solutions team to enhance develop and test features and services for Hamilton Lanes financial technology offerings.
• Advising internal stakeholders on data-related projects and initiatives.
  

Your background and skills will include:

• At least 5 years of experience in financial services consulting or data analytics. Experience with private markets or alternative assets preferred.
• Demonstrated ability to develop creative solutions to unstructured problems.
• A solid understanding of quantitative financial concepts such as performance calculations risk analysis valuation portfolio optimization and statistical analysis.
• Proficiency in analyzing and modeling financial data using Excel.
• Experience with statistical programming languages (e.g. R Stata Matlab Python VBA) and/or data visualization tools (e.g. Tableau Qlikview PowerBI) is a plus.
• Experience leading small teams and training junior analysts.
• Direct experience working with clients senior executives and stakeholders on complex topics.
• Strong verbal and written communication skills.
• Must be eligible to work in the United States without requiring sponsorship.

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.

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 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.