Analyst, Client Solutions

4 weeks 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.

The Opportunity:

The Client Solutions Analyst will join the Client Solutions Support Team with a focus on the Northeast US territory to generate new business and service existing client relationships.

This is an opportunity to join a high-performing client solutions team to learn about the full spectrum of private markets, develop client prospecting, relationship development, management, and servicing skills.

Although this position does not entail direct prospecting or selling, it is an opportunity to develop skills to succeed in this and other private markets career paths.

Your responsibilities will be to:

  • Maintain sales activities and new business pipeline for the designated region in CRM
  • Conduct research (CRM, external databases, Internet) to generate and tier prospects and new business leads
  • Attend and document virtual prospect and client meetings
  • Assist with preparation of presentations and RFPs in conjunction with the client solutions professionals, marketing, products, RFP/content, and compliance departments
  • Help organize regional investment road shows and events in conjunction with client solutions and events teams
  • Help the team operate in a more efficient way by leveraging new technology
  • Other sales-related projects as necessary
Your background will include:
  • College degree (B.A., B.S., or B.B.A) with strong academic performance
  • 0-3 years' experience in financial services
  • Interest in learning about private markets, sales, and client service
  • Exceptional organization, detail orientation, and an ability to multi-task
  • Excellent interpersonal, verbal, and written communication skills
  • Strong quantitative/analytical skills
  • Intellectual curiosity and creativity
  • Entrepreneurial and competitive disposition
  • Strong team orientation
  • Full proficiency in Microsoft applications (Word, Excel, PowerPoint)
  • Interest in learning about and deploying new technologies (e.g. AI) to improve team efficiency
  • Ties to or an affinity for the US Northeast is favorably considered but not required


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.

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