Analyst, Performance Reporting and Data Analytics jobs in United States
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Hamilton Lane · 22 hours ago

Analyst, Performance Reporting and Data Analytics

Hamilton Lane is looking to expand their team and is seeking an Analyst to join the Performance Reporting and Data Analytics function within their Portfolio Management Group. This role focuses on creating and overseeing performance composites, supporting business efforts with performance data, and ensuring compliance with regulatory standards.

Business DevelopmentFinancial ServicesFinTechInsuranceWealth Management
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Responsibilities

Compile quarterly deliverables, including investment performance track records and AUM/AUS (Assets Under Management and Supervision) reports
Support the completion of quantitative sections of RFPs (Request for Proposals) for new business opportunities
Collaborate with internal stakeholders to generate performance analyses and develop new performance views for marketing and client materials
Respond to ad-hoc data requests from existing investors and internal teams (e.g. Sales, Product, Client Services, Investments)
Identify and implement process improvements and data controls to enhance the efficiency, accuracy, and scalability of reporting, while maintaining compliance with regulatory and governance standards
Collaborate on special projects across the broader PMG team, including investment research, financial model refinements, and the development of performance measurement best practices
Participate in team-specific and firm-wide technology initiatives, including system enhancements, automation efforts, and Power BI reporting
The team sits centrally within the firm, gaining exposure across asset classes, regions, strategies, and portfolios – making this an ideal role for those interested in deepening their understanding of private markets and contributing to firm-wide education on performance trends, governance, and analytics

Qualification

RSQLPythonData analyticsHigh-pressure environmentWillingness to learnCommunication skillsDetail-orientedTeam-oriented

Required

Bachelor's degree in a related field (e.g., Finance, Business, Engineering, Information Systems, Mathematics) or demonstrated interest in the investment industry through internships, academics, or extracurricular activities
2+ years of experience in a financial or accounting-related role preferred
Comfort working with large datasets, relational databases, and data query tools
Proficiency in R is required
Exceptional verbal and written communication skills
Detail-oriented, organized, and capable of managing multiple projects simultaneously in a fast-paced, dynamic environment
Strong work ethic and professional demeanor with a team-oriented approach and ability to interact productively across multiple verticals within Hamilton Lane
Ability to operate in a high-pressure environment
Demonstrated willingness to learn and high level of accountability
The ability to work in the US without requiring sponsorship

Preferred

2+ years of experience in a financial or accounting-related role preferred
Experience with additional programming or scripting languages (e.g., SQL, Python, MATLAB) and familiarity with ETL processes is a plus

Benefits

Healthcare coverage
Mental health resources
Health & fitness reimbursement program
Wellness Rewards Program
Tuition and certification reimbursement programs
Continual education and development trainings
Paid time off to volunteer
Compensates for referring qualified candidates
Adoption reimbursement program
Paid time off for new parents and newlyweds
Travel support for nursing parents
Retirement programs
Employee stock purchasing plan
Competitive salary
Annual discretionary bonus
Comprehensive benefits package
Medical
Prescription
Dental
Paid Time Off
401k plan
Life and Disability Insurances
Tuition Reimbursement
Employee Stock Purchase Program
Health Club Reimbursement
Flexible Spending Accounts

Company

Hamilton Lane

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Hamilton Lane is a private market investment firm that serves institutional and private wealth investors worldwide.

Funding

Current Stage
Public Company
Total Funding
$591.2M
2025-09-02Post Ipo Equity· $77.5M
2025-02-10Post Ipo Equity· $252M
2024-03-04Post Ipo Equity· $210M

Leadership Team

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Jeffrey Armbrister
Chief Financial Officer and Treasurer
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Lali Sichinava
Vice President of Business Development
Company data provided by crunchbase