Client Solutions Associate/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.

Hamilton Lane is hiring a Portfolio Support Associate to join our Request for Proposal (RFP)/ Client Solutions Support (CSS) Team in our Suburban Philadelphia - Conshohocken office.

JOB DESCRIPTION:

The Portfolio Support Associate will provide primary assistance to our domestic US and international Client Solutions Team through completion of RFPs/questionnaires and other deliverables for new and existing clients and investors. In addition, this position supports the firm's sales and marketing efforts by maintaining informational databases and standard content for prospective clients. Please note that this position does not directly involve sales.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Full completion of RFPs/RFI questionnaires. This includes gathering information, writing, proofreading, editing, data manipulation/verification, formatting and printing in the compilation of RFP/RFI responses
• Completion of ad-hoc sales-support requests and projects
• Liaison with internal departments to create content for RFP responses
• Maintenance of RFP responses database and overseeing updates
• Maintenance and updates to consultant databases and standard materials

This position will work closely with a number of professionals in various departments across the firm to ensure deadlines are met, materials meet compliance requirements and data points are accurate. This includes preparation of presentations to prospective clients, as needed and coordinating instructions/edits between the Marketing Department, Graphic Designers, Compliance and the Relationship professionals.

NECESSARY QUALIFICATIONS; Education and/or Experience:

• College degree (B.A., B.S., or B.B.A)
• 1-6+ years' experience in a related financial services role; RFP or private markets experience preferred
• Excellent verbal and written communication skills are a must, including professional and clear email communication
• Strong proficiency in constructing succinct and accurate questionnaire responses
• SalesEdge Qvidian experience is a plus, but not required
• Must have strong skills in Microsoft applications (Word, Excel)
• Must be detail oriented and organized and able to handle multiple assignments; strong proficiency in project management
• Ability to work independently and meet tight deadlines in a high pressure environment
• 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.