Analyst/associate, Client Solutions

2 months ago

Toronto, Canada Hamilton Lane Full time

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 Solutions to clients across the globe we manage approximately $130 billion in discretionary assets and have oversight of an additional $810 in non-discretionary assets as of June 30, 2024.

The Opportunity:
The Analyst/Associate will assist in providing support to Hamilton Lane’s clients and support business development aspects related to the management of our Canadian prospect relationships, with a particular focus on institutional and private wealth clients (pension funds, endowments & foundations, consultants, insurance companies, family offices and wealth platforms). They will also assist in providing ongoing high levels of client servicing to our existing client base.

Your responsibilities will be to:

- Work directly with the Canadian Client Solutions team on various client support and investment product development tasks
- Prospect - keeping an up-to-date market map and identifying the highest value prospects
- Act as internal support for various sales and client related activities including:

- Maintaining sales activities and new business pipeline in CRM
- Managing the coordination efforts for presentations and meetings with prospective investors and clients
- Assisting in the creation of presentation materials
- Coordinating the completion of RFPs and ad-hoc due diligence requests
- Work directly with other representatives throughout the firm to ensure superior level of client service
- Other sales-related projects as necessary
- Continue to learn and gain knowledge of private markets solutions, structures and strategies
- Learn and maintain a working knowledge of HL technology tools to aggregate and present information needed for client deliverables

Your background will include:

- Bachelor’s degree preferred
- 3+ years’ postgraduate experience in finance, preferably in capital markets
- Excellent communication skills
- Solid understanding of various types of investments
- Strong quantitative/analytical skills (data analysis, numerical skills, problem solving etc.)
- Experience with Microsoft Office programs (Outlook, Word, Excel, Power Point)
- Strong work ethic, positive attitude, and a willingness to learn and receive feedback
- Team player able to work in a fast-paced, agile environment
- Desire to work as part of a team with a strong focus on client needs
- Organizational skills; ability to manage multiple projects effectively, on-time and across global time zones
- Ability to exercise discretion and maintain confidentiality
- Resourcefulness; ability to navigate ambiguity

**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, Hamilton 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 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.

Diversity Pledge

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