Analyst, Client Services

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:

Our Technical Solutions team is responsible for a variety of functions related to the management and operations of our client and investor portfolios, including maintaining accurate performance information, and collaborating with relationship management teams in preparing performance reports and special projects. This team is a new integration between the iLevel and Cobalt sides of our business and will offer ample opportunities for individuals who excel.
 

You will be a great fit if you have awesome customer relationship skills and understand the importance of client connections and relationships. Most critical to this role is a dedicated work ethic, strong attention to detail and a willingness to learn.

Your responsibilities will be to:

• Respond to client and fund investor questions and special requests (analyze reports/informational requests), interact with Relationship Managers to ensure that the required level of client service is provided.
• Prepare daily, monthly, quarterly and annual reports for clients.
• Maintain a working knowledge of assigned client portfolios and the investments within these portfolios.
• Work within a team to produce client deliverables leveraging various resources within the firm.
• Maintain a working knowledge of assigned tasks
• Communicate with representatives of investment partnerships to ensure timely receipt of inquiries and financial information.
• Execute daily work and timely completion of assigned tasks per the specific procedures and guidelines to meet internal and external regulatory control requirements

Your background will include:

• College degree (B.A., B.S. or B.B.A.) in Accounting, Finance, Economics, Business, Management, International Business, or related degree.
• 0-3 years of work experience in an accounting/financial industry setting preferred.
• Must be proficient or able to learn Microsoft Office applications, preferably Excel.
• 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.
• 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 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 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 sup