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.
The Opportunity
As an Associate of Private Wealth Operations, you will be joining a dynamic team of professionals overseeing the client onboarding workstream for our Evergreen and Closed-end strategies. This role will have exposure across multiple teams and jurisdictions as this person will be acting as a liaison between operations and multiple groups to support the onboarding process.
Your Responsibilities Will Be To:
- Support and oversee the fund operations of our Evergreen and Closed-end funds.
- Monitor and support the onboarding of new investor accounts within our open-ended and close-ended product suite.
- Work closely with our Business Development teams across Europe, Middle East, Asia Pacific, North and South America to manage investor expectations by providing transparency and support around the onboarding process.
- Manage onboarding/set up and ongoing servicing requirements of new intermediaries, custodians, distributors, platforms, and interfaces to streamline onboarding timelines and optimize investor experience.
- Act as a resource to resolve complex or non-routine processing related questions/issues.
- Take initiative to troubleshoot, investigate, design, and resolve operational inefficiencies by understanding the intricacies of each team and process involved in the funds’ lifecycles.
- Develop a deep understanding of the regulatory requirements/restrictions of operating and marketing across multiple jurisdictions and funds domiciled in Luxembourg.
- Coordinate internal and external fund documentation to ensure investor processes are detailed accurately and within compliance and legal requirements.
Your background will include:
- Undergraduate degree
- 5-8 years of operations experience in the Investment Management or financial service industry; experience in private markets is preferred
- Exposure to Alternative Funds, evergreen experience a plus.
- Experience in managing processes, prioritizing multiple tasks within a fast paced, high-pressure environment, and possesses an acute attention to details
- Experience supporting sales function
- Excellent verbal and written communication skills are a must
- Strong Microsoft Office is required; advanced excel is a plus
- Entrepreneurial spirit
- Out-of-the-box thinker
Hamilton Lane is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition. As a registered investment adviser, employees of Hamilton Lane may be subject to certain limitations on political contribution and personal investment activities.
Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
