Client Services Analyst

Hamilton Lane is looking to expand their 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.

Are you ready to start your career? The Hamilton Lane Launch Network provides cohort training comprised of professional development skills, technical, industry and team specific preparation, as well as opportunities to develop a network of colleagues across our firm. Analysts work on a team in our Client Operations group in roles which progressively grow in responsibility and accountability over time. You're a team player with a focus on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing, and we make an investment in you! Hamilton Lane will provide you with the technology and resources necessary to work in a competitive environment that inspires innovation.

Our Client Operations team is responsible for a variety of functions related to the management and operations of our client and investor portfolios, including maintaining accurate performance information, and collaborating with relationship management teams in preparing performance reports and special projects. You will be a great fit if, if you have awesome customer relationship skills, and understand the importance of client connections and relationships.

As a Client Services Analyst your day to day will look something like this:

• Respond to client and fund investor questions and special requests (analyze reports/informational requests), interact with Relationship Managers to ensure that the required level of client service is being provided.
• Prepare quarterly and annual reports for clients.
• Maintain a working knowledge of assigned client portfolios and the investments within these portfolios.
• Work within a team dynamic to produce client deliverables leveraging various resources within the firm.
• Maintain a working knowledge of assigned tasks
• Communicate with representatives of investment partnerships to ensure the timely receipt of inquiries and financial information.
• Execute daily work and timely completion of assigned tasks per the specific procedures and guidelines to meet internal and external regulatory control requirements.

What does Hamilton Lane offer in return?

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. A generous PTO policy and plenty of company holidays! An exciting fast paced environment where you will be given the opportunity to learn and grow in your career, while working at a company that earned the best to place work award (from Pension & Investments) for 9 years in a row!!

Ready? To be considered you'll need:

• College degree (B.A., B.S. or B.B.A.)
• Degree or related degree in Accounting, Finance, Economics, Mathematics, Business, Management, Data Science, International Business
• 0-3 years of work experience in an accounting/financial industry setting preferred
• Must be proficient or able to learn Microsoft Office applications preferably Excel
• Must be detail oriented and organized and possess good analytical skills
• Must be able to handle multiple assignments/initiatives
• Strong communication skills (written and verbal)
• Ability to operate in a high pressure environment
• Demonstrated willingness to learn and high level of accountability
• Assist with other duties and special projects as needed
• The ability to work in the US without requiring sponsorship

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.

As a registered investment adviser, employees of Hamilton Lane may be subject to certain limitations on political contribution and personal investment activities.

If you need a reasonable accommodation to complete your application, please contact Human Resources at 610-617-2046 (US).

Please note that in the event that you are hired by Hamilton Lane, you, your spouse or any other dependent family member living in your household will need to comply with Hamilton Lane's Personal Securities Transactions Policy and the trade pre-clearance process per Hamilton Lane's Code of Ethics. It is your responsibility to ensure that you and your household members are able to comply with this policy. Examples of the restrictions that could be placed on your activities include, but are not limited to, a requirement to pre-clear all transactions prior to execution, the inability to transact in certain securities or classes of securities and other restrictions. A copy of our Code of Ethics is available upon request. Please note that having a personal trading account will not prohibit you from being employed by Hamilton Lane.