Investment Manager, West Coast

3 weeks ago


San Francisco, California, United States Hamilton Lane Full time
Overview

Hamliton Lane is a global investment management firm built on collaboration, teamwork and integrity. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive.

Salary and Benefits

The estimated salary for this position is $165,000 - $235,000 per year, with an annual discretionary bonus opportunity. In addition to a competitive salary, Hamilton Lane offers a comprehensive benefits package including 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.

Job Description

As a Principal, Fund Investment and Relationship Management Team in San Francisco, 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
  • Lead day-to-day client coverage including regular client visits.
  • Manage junior resources to oversee creation of key client deliverables, including strategic plan creation, portfolio construction, reporting and monitoring, client communications, and ad-hoc client requests.
  • Lead cross-selling and up-selling of HL products and services with existing clients.
  • Partner with Sales/Client Solutions to support pitch activities for prospective clients by being the expert on our management of Separate Account and Advisory relationships.
  • Manage and/or cultivate fund manager relationships, fostering West Coast US manager coverage to drive opportunities alongside our secondaries and direct investing teams.
  • Oversee the due diligence process for primary investments, including lead fund manager on-site visits, review of diligence materials, and presentation of deals at Pre-Investment Committee meetings.
Requirements
  • 10+ years of work experience in a financial industry/private markets client-facing setting.
  • University degree, 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.


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