Senior Associate, Private Wealth Operations

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 $131.5 billion in discretionary assets and have oversight of an additional $816 billion in non-discretionary assets as of September 30, 2024.
 

The Opportunity:

As Senior Associate of Private Wealth Operations, you will be joining a dynamic team of professionals overseeing the client onboarding workstream for our Evergreen and Closed-end strategies.  This role will have exposure across multiple teams as this person will be acting as a liaison between operations and multiple groups to support the onboarding process.
 

Your responsibilities will be to:

•  Support and oversee the trade and fund operations of our Evergreen and Closed-end funds.
• Act as a liaison with our transfer agents.
• Support and oversee the investor onboarding process across US Evergreen and Closed-end funds.
• Act as a resource to resolve complex or non-routine processing related questions/issues.
• Help lead engagements with platforms including fund onboarding and ongoing servicing requirements.
• Take initiative to troubleshoot, investigate, design, and resolve operational inefficiencies by understanding the intricacies of each team and process involved in the funds’ lifecycles.
• Develop a deep understanding of the regulatory requirements/restrictions of operating and marketing a 40 Act funds in the United States.
• Coordinate internal and external fund documentation to ensure investor processes are detailed accurately and within compliance requirements.
   

Your background will include:

• Undergraduate degree
• 5-8 years of operations experience in the Investment Management or financial service industry; experience in private markets is preferred
• Exposure to Alternative Funds, evergreen experience a plus.
• Experience in managing processes, prioritizing multiple tasks within a fast paced, high-pressure environment, and possesses an acute attention to details
• Experience supporting sales function is a plus
• Excellent verbal and written communication skills are a must
• Strong Microsoft Office is required; advanced excel is a plus
• Entrepreneurial spirit
• Out-of-the-box thinker
   

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 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 families, 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

• Contributes to retirement programs and offers an employee stock purchasing plan.
• Competitive compensation package with eligibility for an annual discretionary bonus.
   

Diversity Pledge

At Hamilton Lane, we prioritize the value of diversity and intentionally work to cultivate