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Hamilton Lane · 2 hours ago

Senior Associate, Portfolio Management Group

Conshohocken, PA

Full-time

Onsite

Senior Level

5+ years exp

Hamilton Lane is a recognized leader in providing Private Markets Investment and Technology Solutions to clients across the globe. The Senior Associate will specialize in Strategy and Research within the Portfolio Management Group, overseeing discretionary portfolios and engaging with clients to provide asset allocation guidance and performance analysis.

Business DevelopmentFinancial ServicesFinTechInsuranceWealth Management

No H1B

Responsibilities

Advising global clients on portfolio analysis, private markets asset allocation, and performance assessment

Engaging with Client Solutions to create portfolio proposals and strategy recommendations for customized separate account clients, aligned with Hamilton Lane’s best practices

Developing and enhancing portfolio models (cash flow forecasting, pacing, optimization) and analytical tools for performance analysis and attribution

Working with investment team leadership and senior executives to establish and continually improve the firm’s portfolio construction framework

Conceptualizing and authoring research papers and presentations on topics of client interest utilizing Hamilton Lane’s proprietary datasets

Responding to client questions and producing analyses on the private markets industry

Reviewing and summarizing third-party reports, news, and academic research related to private markets

Training, mentoring, and supervising junior PMG analysts; leading firmwide training sessions on portfolio construction topics

Enhancing and maintaining the firm’s proprietary private markets datasets

Partnering with the Technology Solutions team to enhance, develop, and test features and services for Hamilton Lane’s financial technology offerings

Advising internal stakeholders on data-related projects and initiatives

Qualification

Private markets experienceQuantitative financial conceptsFinancial data modelingStatistical programming languagesData visualization toolsClient engagementTeam leadershipCommunication skills

Required

At least 5 years of experience in financial services, consulting, or data analytics

Demonstrated ability to develop creative solutions to unstructured problems

A solid understanding of quantitative financial concepts such as performance calculations, risk analysis, valuation, portfolio optimization, and statistical analysis

Proficiency in analyzing and modeling financial data using Excel

Experience leading small teams and training junior analysts

Direct experience working with clients, senior executives, and stakeholders on complex topics

Strong verbal and written communication skills

Must be eligible to work in the United States without requiring sponsorship

Preferred

Experience with private markets or alternative assets preferred

Experience with statistical programming languages (e.g., R, Stata, Matlab, Python, VBA) and/or data visualization tools (e.g., Tableau, Qlikview, PowerBI) is a plus