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Analyst, Client Services

4 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:

Join our team as we look to expand to satisfy the needs of our growing client base. We are looking to hire a Client Services Analyst to join our team in our Suburban PA offices.

In this role, you will be joining our dynamic Client Services team 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.

The successful candidate will have great customer relationship skills, and understand the importance of client connections and relationships.

Your responsibilities will include:

  • 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 being provided.
  • Prepare quarterly and annual reports for clients.
  • Maintain a working knowledge of assigned client portfolios and the investments within these portfolios.
  • Work within a team dynamic 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 the 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.)
  • Degree or related degree in Accounting, Finance, Economics, Business, Management, International Business
  • 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, 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.

#LI-LA1

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.

As a registered investment adviser, employees of Hamilton Lane may be subject to certain limitations on political contribution and personal investment activities.

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

Please note that in the event that you are hired by Hamilton Lane, you, your spouse or any other dependent family member living in your household will need to comply with Hamilton Lane's Personal Securities Transactions Policy and the trade pre-clearance process per Hamilton Lane's Code of Ethics. It is your responsibility to ensure that you and your household members are able to comply with this policy. Examples of the restrictions that could be placed on your activities include, but are not limited to, a requirement to pre-clear all transactions prior to execution, the inability to transact in certain securities or classes of securities and other restrictions. A copy of our Code of Ethics is available upon request. Please note that having a personal trading account will not prohibit you from being employed by Hamilton Lane.