Analyst, Performance Reporting and Data Analytics

Conshohocken, PA - USA

Monthly Salary: Not Disclosed

Posted on: 4 hours ago

Vacancies: 1 Vacancy

Job Summary

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 $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30 2025.

The Opportunity:

We are seeking an Analyst to join the Performance Reporting and Data Analytics function within our Portfolio Management Group (PMG).

PMG oversees discretionary portfolios from initial proposal through construction and eventual winddown. Positioned at the intersection of sales investments and operations the team plays a critical role in ensuring thoughtful portfolio development execution and reporting. PMG is highly analytical and leverages deep expertise in private markets statistics econometrics and data science.

The Performance Reporting and Data Analytics function is responsible for the creation and oversight of the firms quarterly performance composites and Assets Under Management (AUM) reporting. The team supports new business efforts by providing performance data and investment statistics for RFPs (Requests for Proposals) responds to ad-hoc data requests from investors and internal stakeholders and generates insights from historical performance to inform strategic decision-making. This function also ensures alignment with regulatory standards and internal compliance policies. The role requires strong organizational analytical and technical skills with a particular emphasis on proficiency in R.

Your responsibilities will be to:

Compile quarterly deliverables including investment performance track records and AUM/AUS (Assets Under Management and Supervision) reports.
Support the completion of quantitative sections of RFPs (Request for Proposals) for new business opportunities.
Collaborate with internal stakeholders to generate performance analyses and develop new performance views for marketing and client materials.
Respond to ad-hoc data requests from existing investors and internal teams (e.g. Sales Product Client Services Investments).
Identify and implement process improvements and data controls to enhance the efficiency accuracy and scalability of reporting while maintaining compliance with regulatory and governance standards.
Collaborate on special projects across the broader PMG team including investment research financial model refinements and the development of performance measurement best practices.
Participate in team-specific and firm-wide technology initiatives including system enhancements automation efforts and Power BI reporting.
The team sits centrally within the firm gaining exposure across asset classes regions strategies and portfolios making this an ideal role for those interested in deepening their understanding of private markets and contributing to firm-wide education on performance trends governance and analytics.

Your background will include:

Bachelors degree in a related field (e.g. Finance Business Engineering Information Systems Mathematics) or demonstrated interest in the investment industry through internships academics or extracurricular activities.
2 years of experience in a financial or accounting-related role preferred.
Comfort working with large datasets relational databases and data query tools.
Proficiency in R is required.
Experience with additional programming or scripting languages (e.g. SQL Python MATLAB) and familiarity with ETL processes is a plus.
Exceptional verbal and written communication skills.
Detail-oriented organized and capable of managing multiple projects simultaneously in a fast-paced dynamic environment.
Strong work ethic and professional demeanor with a team-oriented approach and ability to interact productively across multiple verticals within Hamilton Lane.
Ability to operate in a high-pressure environment.
Demonstrated willingness to learn and high level of accountability.
Assist with other duties and special projects as needed.
The ability to work in the US without requiring sponsorship.

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.

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.

Required Experience: