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Senior Associate, Direct Credit Product Specialist

2 months ago

Conshohocken, 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 $120.2 billion in discretionary assets and have oversight of an additional $782.9 in non-discretionary assets as of December 31, 2023.

The Opportunity:

The Investment Team is part of Hamilton Lane's Global Private Markets platform responsible for the management and execution of all aspects of our investment programs including managing investor relations with our clients based around the globe.

The Senior Associate Investor Relations is a cross-functional role reporting to the Portfolio Specialist and responsible for providing portfolio and market analysis, fundraising, post-investment activities, and Limited Partner communications to maintain and support our Direct Credit product solutions. The successful candidate must be able to communicate effectively and can operate in a fast-pace and deadline-driven environment where priorities often change.

Your responsibilities will be to:

  • Assist with supporting the team in building and maintaining relationships with existing and prospective Fund investors. This includes, but is not limited to, providing Limited Partner communications, portfolio analytics, support for meetings and calls to present performance results and market updates to investors and their respective Boards of Trustees
  • Create quarterly reports, presentations, investor letters, distribution notices, portfolio analytics, private placement memorandums, pitch books, fact sheets and fundraising letters
  • Work closely with the Portfolio Specialist and Investment teams to develop the selection of private markets investment programs in-line with return objectives and investor risk appetites
  • Responsible for post-investment transaction responsibilities for active portfolio companies such as monitoring, valuations, reporting, and follow-on due diligence
  • Develop and provide compelling quantitative and qualitative support in the pursuit of new business opportunities for new and existing clients (e.g. pricing models, portfolio return simulations, opportunity pricing, and competitive positioning)
  • Coordinate materials for fundraising efforts and new business pitches
  • Interface with a diverse group within Hamilton Lane across various departments, including the Investment Team, Research, Reporting, Business Development, Legal and Senior Management
  • Oversee product compliance including proper documentation of processes and procedures
  • Improve upon the representation of analytics, metrics, and data utilized in sales presentations to best empower the Team and business development while supporting content creation and maintenance of sales enablement tools with the RFP and marketing teams
  • Responsible for work process oversight and development of the Product Management Analyst team
  • Assist Team in creating the firm's materials for the Annual Investor Meeting, our most significant client event, via frequent meetings and interactions with members of investment team and senior management
Your background and skills will include:
  • College degree (B.A., B.S. or B.B.A.). An advanced degree, MBA and/or CFA is preferred, but not required
  • Minimum of 5 years working experience with significant client contact
  • Private credit, private equity, or fixed income experience is preferred
  • Experience in institutional, financial service and analytics
  • Highly motivated and organized; detail-oriented
  • Excellent written and verbal communication skills
  • Ability to manage multiple projects simultaneously and be able to prioritize workload
  • Proactively identify challenges and offer solutions
  • Must be proficient in Microsoft applications (Word, Excel, PowerPoint)
  • Must be eligible to work in the United States 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, matches your donations to charitable organizations, 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.

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.

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