Senior Associate, Fund Investment and Managed Solutions - Bilingual (English/Spanish)

Posted 21 Days Ago
Be an Early Applicant
Head Quarters, Township of Tinicum, PA
Senior level
Fintech • Financial Services
The Role
As a Senior Associate on the Fund Investment and Managed Solutions Team, you will support client interactions, assist in business development, and manage client portfolios. Responsibilities include client support tasks, using HL technology for client deliverables, maintaining sales activities, and preparing presentations and RFPs, all while ensuring superior client service. Bilingual (English/Spanish) is required.
Summary Generated by Built In

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 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:

As a member of the Fund Investment and Managed Solutions Team, you will assist in providing support to Hamilton Lane’s clients and support business development aspects related to the management of our LatAm prospect relationships.  Fluency in Spanish is required.
 

Your responsibilities will be to:

  • Work directly with Regional Business Managers on various client support and investment product development tasks
  • Learn and maintain a working knowledge of HL technology tools to aggregate and present information needed for client deliverables including:
  • Client portfolio modeling, transactions, portfolio construction, and revenue modeling
  • Act as internal support for various sales and client related activities including:
  • Maintaining sales activities and new business pipeline in Dealcloud
  • Managing the coordination efforts for presentations and meetings with prospective and clients
  • Assisting in the creation of presentation materials
  • Monitor periodicals to identify published searches for new business opportunities
  • Assist in the reading, editing, and submitting of RFPs
  • Work directly with other representatives throughout the firm to ensure superior level of client service
  • Other sales-related projects as necessary
     

Your background and skills will include:

  • Bachelor’s Degree preferred
  • 5+ years’ postgraduate experience in finance, preferably in private markets
  • English and Spanish speaker
  • Good understanding of capital structures, different financial instruments and basic portfolio construction preferable
  • Strong quantitative/analytical skills (data analysis, numerical skills, problem solving etc.)
  • Basic modeling skills preferable
  • Experience with Microsoft Office programs (Outlook, Word, Excel, Power Point)
  • Strong work ethic, positive attitude,  and a willingness to learn and receive feedback
  • Desire to work as part of a team with a strong focus on client needs
  • Excellent communication and listening abilities
  • Organizational skills; ability to manage multiple projects effectively and on-time
  • Ability to exercise discretion and maintain confidentiality
  • Resourcefulness; ability to navigate ambiguity

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 [email protected].

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].

Top Skills

Dealcloud
MS Office
The Company
HQ: Conshohocken, PA
515 Employees
On-site Workplace
Year Founded: 1991

What We Do

Hamilton Lane is an alternative investment management firm providing innovative private markets solutions to sophisticated investors around the world. The firm has been dedicated to private markets investing for more than two decades and currently has more than 470 employees operating in 18 offices throughout the U.S., Europe, Asia and the Middle East. With $92+ billion in assets under management and $665+ billion in assets under supervision*, Hamilton Lane offers a full range of investment products and services that enable clients to participate in the private markets asset class on a global and customized basis. The firm has been named a Best Place to Work in Money Management by Pensions & Investments for eight consecutive years.

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