Principal, Fund Investment

2 hours ago

San Francisco, United States Hamilton Lane Full time

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 non-discretionary 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 day-to-day 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
    • Ad-hoc client requests
  • Leading cross-selling and up-selling 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 on-site visits.
    • Review all diligence materials as completed by Analyst or Analyst & deal manager.
    • Present deals at Pre-Investment 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:
  • 10+ years of work experience in a financial industry/ private markets client-facing setting
  • University degree. A Master’s degree and/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, 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 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.
Diversity Pledge

At Hamilton Lane, we prioritize the value of diversity and intentionally cultivate an environment that embraces the strength derived from our collective differences. Recognizing the industry's need for change, we address the hesitancy of underrepresented groups, particularly women and people of color, to apply unless meeting every criterion. We welcome applications from women, men, people of color, veterans, the LGBTQ+ community, and those returning to the workforce, even if not meeting every job description requirement, including education level. Your unique contribution is not just welcomed but essential to our success.

Salary range for this position: $145,000 to $215,000 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.

If you need a reasonable accommodation to complete your application, please contact Human Resources at humanresources@hamiltonlane.com.

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.

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