Vice President, Fund Investment & Managed Solutions

Posted 20 Days Ago
Be an Early Applicant
Philadelphia, PA
Senior level
Fintech • Financial Services
The Role
The Vice President will manage client relationships, lead investment strategies, oversee portfolio management, and mentor junior professionals in the financial sector.
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 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 team as we look to expand to satisfy the needs of our growing client base. We are looking to hire a Vice President to join our Fund Investment/ Relationship Management Team.

In this role, 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 will include:

  • Leading day-to-day client coverage including regular client visits.
  • Managing junior resources to oversee creation of key client deliverables.
    • Strategic plan creation / oversight
    • Portfolio construction alongside Portfolio Management Group
      • Quarterly Review of portfolio
      • Allocation discussions
    • Reporting & Monitoring for client portfolios
      • Regular portfolio updates
      • Quarterly reports
    • Client communications
      • Pipeline calls / monthly calls
      • Market updates
    • Ad-hoc client requests
  • Leading cross-selling and up-selling of HL products and services with existing clients
  • Partnering with Sales/ Client Solutions to support pitch activities for prospective clients by being the expert on our management of Separate Account and Advisory relationships
  • Managing and/or cultivating fund manager relationships, fostering US manager coverage to drive opportunities alongside our secondaries and direct investing teams
  • Overseeing the due diligence process for primary investments
    • Lead fund manager on-site visits.
    • Review all diligence materials as completed by Analyst or Analyst & deal manager.
    • Present deals at Pre-Investment Committee meetings.
  • Developing expertise in specific primary strategies, enabling ability to speak to similarities/differences of managers who pursue similar investment approaches.
  • Ability to speak and become a subject matter expert on all Private Market strategies & competitive landscapes.
  • Attending Annual/Advisory board meetings & conferences.
  • Assisting in the development and mentoring of junior professionals.

Your background will include:

  • 7+ years of work experience in a financial industry/private markets client-facing setting
  • A 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

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, Hamiliton 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.

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.

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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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