Senior Associate, Portfolio Management Group

Hamilton Lane is looking for a Senior Associate to join their Portfolio Management Group. In this role, you’ll advise clients on portfolio strategies and work with data to enhance investment models. You’ll have the chance to grow your responsibilities and contribute to research in private markets. It’s a great opportunity for someone with a strong analytical background and a passion for client engagement.

What You’ll Do

• Advise clients on portfolio analysis and asset allocation.
• Create customized portfolio proposals with the Client Solutions team.
• Develop and enhance portfolio models and analytical tools.
• Collaborate with investment leaders to improve portfolio construction.
• Author research papers on private markets topics.
• Respond to client inquiries and produce industry analyses.
• Train and mentor junior analysts in the team.

What You Need

• At least 5 years of experience in financial services or data analytics.
• Experience with private markets or alternative assets is a plus.
• Strong understanding of financial concepts like performance calculations and risk analysis.
• Proficient in Excel for financial data analysis.
• Familiarity with programming languages like R or Python is a bonus.
• Experience leading teams and mentoring junior analysts.
• Excellent communication skills for client interactions.

What You’ll Love

• Access to healthcare and mental health resources.
• Tuition reimbursement for your continued education.
• Paid time off to volunteer in your community.
• Support for new parents and growing families.
• Retirement program contributions and stock purchase options.
• Competitive salary and annual bonuses.

About the Firm

• Hamilton Lane is a leader in Private Markets Investment and Technology Solutions.
• They manage approximately $134.9 billion in discretionary assets.
• The firm values collaboration, integrity, and innovation.
• They invest in their employees and provide a supportive work environment.