Senior Associate/Vice President, Operational Due Diligence

4 weeks ago


Philadelphia, 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.

Who we are:

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 $124.6 billion in discretionary assets and have oversight of an additional $796.2 in non-discretionary assets as of March 31, 2024.

The Opportunity:

The Operational Due Diligence team is looking for a Sr. Associate/Vice President to join their Team in our Suburban Philadelphia or London office. The Operational Due Diligence team at Hamilton Lane performs comprehensive operational and back-office reviews of private market investment managers that the firm is considering for its client portfolios.

In this role, you will play an integral role in ongoing due diligence, risk mitigation, and monitoring of investment managers, including ensuring compliance with industry best practices, regulatory requirements, and limited partnership agreements. You will be instrumental in helping to continue building out the function and enhancing the group's various approaches to assessing and monitoring.

Your responsibilities will be to:

  • Perform initial and ongoing operational due diligence reviews of private equity investment managers
  • Conduct on-site due diligence meetings with senior management (e.g., CFOs, COOs, CCOs, and other support staff) of private equity managers to further evaluate operational-related risks
  • Assist in completing and reviewing comprehensive written reports containing information and analysis related to the operational environment of potential investments
  • Resolve findings, working with the Investment Team and other internal departments to address and mitigate operational due diligence-related issues
  • Assist in managing and developing junior members of the ODD team
  • Keep informed of market developments, industry trends, and regulatory matters that could impact private equity managers
  • Developing market intelligence and industry best practices by liaising with private equity fund managers, fund administrators, and auditors to identify possible process enhancement
  • Work within a collaborative team structure to ensure accuracy and timely delivery of operational due diligence reports
  • Constantly seek ways to enhance the ODD program
Your background will include:
  • Bachelor's Degree
  • 5+ years of experience; title commensurate with experience
  • Knowledge of the private equity, hedge fund, and asset management industry
  • Experience working in the operational due diligence, finance, accounting, or financial service industry
  • CPA, CAIA, and/or CFA (or working towards obtaining) a plus
  • Strong verbal and written communication skills
  • Ability to communicate effectively with senior-level management
  • Detail-oriented, organized, and strong analytical skills
  • Interest and ability to work collaboratively in a team environment
  • Proficient with MS Office (Word, Excel, PowerPoint)
  • Flexibility to travel up to 10%
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 [redacted].

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 [redacted].

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