Associate, Product, Evergreen Portfolio Management

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 Investment and Technology Solutions to clients across the globe, we manage approximately $134.9 billion in discretionary assets and have oversight of an additional $821.2 billion in non-discretionary assets as of December 31, 2024.
 

The Opportunity:

Join our Investment Services Group as an Evergreen Product Associate in our Suburban Philadelphia – Conshohocken Office. The Investment Services Group at Hamilton Lane supports the fundraising efforts and ongoing servicing solutions offered across investment platforms, including closed-end and evergreen products.
 

As an Associate, you will focus on day-to-day product operations in support of fundraising and relationship maintenance for our evergreen products.  This entails working within and outside of the team to maintain marketing materials, responding to inbound requests from clients and prospects, and developing a deep knowledge of our evergreen product offerings.
 

The successful candidate must be highly motivated, able to communicate effectively and operate in a cooperative and deadline-driven environment where priorities often change. 
 

Your responsibilities will be to:

This position will work closely with several professionals in various internal departments across the firm to ensure deadlines are met, materials meet compliance requirements and data points are accurate.  In this role, you will be involved in the following:

• Assisting with supporting the team in building and maintaining relationships with HL’s Evergreen Fund investors.  This includes, but is not limited to, providing support to the Evergreen sales team, and updates to existing clients.
• Creating investment summaries, presentations, pitch books, fact sheets, and fundraising letters.
• Developing and providing compelling quantitative and qualitative support in the pursuit of new business opportunities for new and existing clients.
• Working with the Sales organization in coordinating materials and presentations for fundraising efforts, new business pitches, and on-site due diligence meetings.
• Helping to maintain the RFP response database and work across teams to support the completion of RFPs and questionnaires.  This includes gathering information, writing, proofreading, editing, data manipulation/verification, formatting, and printing in the compilation responses.
• Working with Platform Specialists to improve upon the representation of analytics, metrics, and data utilized in sales presentations while supporting content creation and maintenance of sales enablement tools with the RFP and marketing teams.
• Assisting with ongoing reporting obligations to distribution platforms and distribution partners.
• Completing ad-hoc sales-support requests and projects.

Your background will include:

• College degree (B.A., B.S. or B.B.A.) 
• 3+ years of work experience in the financial services industry, preferably within product marketing or management
• Highly motivated and organized; detail-oriented
• Excellent written and verbal communication skills
• Ability to handle multiple projects simultaneously and be able to prioritize workload
• Proactively identify challenges and offer solutions
• Must be proficient in Microsoft applications (Word, Excel, PowerPoint)

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 and compensates for referring qualified candidate that join our team. 
• For growing families, 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

• Contributes to retirement programs and offers an employee stock purchasing plan.
• Competitive compensation package with eligibility for an annual discretionary bonus.

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 [email protected].

Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.