Analyst, Account Execution - Evergreen Operations

Analyst, Account Execution - Evergreen Operations

Full-Time 35000 - 45000 € / year (est.) No home office possible
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At a Glance

  • Tasks: Support client onboarding and fund operations for Evergreen and Closed-end funds.
  • Company: Hamilton Lane, a leader in Private Markets Solutions with a collaborative culture.
  • Benefits: Competitive benefits including healthcare, tuition reimbursement, and wellness programs.
  • Other info: Opportunities for career growth and a supportive work environment.
  • Why this job: Join a dynamic team and make a real impact in the financial services industry.
  • Qualifications: Undergraduate degree and 2-5 years of operations experience in investment management.

The predicted salary is between 35000 - 45000 € per year.

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 $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025.

The Opportunity: As an Analyst 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. In this role, you will have exposure across multiple teams and jurisdictions, 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.
  • Liaise with/assist internal teams (client solutions, sales, compliance, legal/tax, product support, fund accounting, portfolio management, investor relations, digital business transformation, accounting/finance) and external stakeholders (fund administrators, transfer agents, investors, prospects, distributors, custodians) globally to reconcile data, resolve complex issues/daily queries, maintain an accurate workflow, and be a key contact for information.
  • Support an onboarding/set up and ongoing servicing requirements of new intermediaries, custodians, distributors, platforms, and interfaces to streamline onboarding timelines and optimize investor experience.
  • Support to investigate and resolve operational inefficiencies by understanding the intricacies of each team and process involved in the funds’ lifecycles.
  • Develop an understanding of the regulatory requirements/restrictions of operating and marketing across multiple jurisdictions and funds domiciled in Luxembourg.
  • Prioritize operational proactivity and process improvement, cross-functional collaboration, and rigorous compliance and documentation.
  • Support to coordinate internal and external fund documentation to ensure investor processes are detailed accurately and within compliance and legal requirements.
  • Assist in managing internal projects, orchestrating improvements, and acting as the main operational liaison.

Your background will include:

  • Undergraduate degree
  • 2-5 years of operations experience in the Investment Management or financial services 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 maintains high attention to detail.
  • Experience supporting a sales function is a plus
  • 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

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 programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
  • Supporting Your Family & Community: For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team. 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.

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.

Analyst, Account Execution - Evergreen Operations employer: Hamilton Lane Incorporated

Hamilton Lane is an exceptional employer that fosters a collaborative and innovative work culture, providing employees with extensive opportunities for professional growth and development. With a strong commitment to employee well-being, the company offers a comprehensive benefits package, including health resources, tuition reimbursement, and family support initiatives, all while working in a dynamic environment that values integrity and excellence.

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Contact Detail:

Hamilton Lane Incorporated Recruiting Team

StudySmarter Expert Advice🤫

We think this is how you could land Analyst, Account Execution - Evergreen Operations

Tip Number 1

Network like a pro! Reach out to current employees at Hamilton Lane on LinkedIn. Ask them about their experiences and any tips they might have for the interview process. Personal connections can give you an edge!

Tip Number 2

Prepare for the interview by researching Hamilton Lane's values and recent projects. Show us that you understand our commitment to collaboration and innovation. Tailor your answers to reflect how you can contribute to our team.

Tip Number 3

Practice common interview questions, but don’t forget to prepare for situational ones too! Think of examples from your past experience that demonstrate your problem-solving skills and ability to work under pressure.

Tip Number 4

After the interview, send a thank-you email to your interviewers. It’s a simple gesture that shows appreciation and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate your enthusiasm for the role!

We think you need these skills to ace Analyst, Account Execution - Evergreen Operations

Operations Management
Client Onboarding
Cross-Functional Collaboration
Regulatory Compliance
Data Reconciliation
Problem-Solving Skills
Attention to Detail

Some tips for your application 🫡

Tailor Your Application:Make sure to customise your CV and cover letter for the Analyst position. Highlight your relevant experience in operations and investment management, and show us how your skills align with our needs at Hamilton Lane.

Showcase Your Communication Skills:Since excellent verbal and written communication is a must, use your application to demonstrate these skills. Keep your language clear and professional, and make sure to proofread for any errors before hitting send!

Highlight Your Team Spirit:We value collaboration and teamwork, so don’t forget to mention any experiences where you’ve worked effectively within a team. Share examples that showcase your ability to liaise with different groups and manage expectations.

Apply Through Our Website:For the best chance of success, apply directly through our website. This ensures your application gets to the right people and shows us you’re serious about joining our team at Hamilton Lane!

How to prepare for a job interview at Hamilton Lane Incorporated

Know Your Stuff

Before the interview, dive deep into Hamilton Lane's operations and their approach to private markets. Familiarise yourself with their Evergreen and Closed-end strategies, as well as the regulatory requirements across different jurisdictions. This knowledge will help you demonstrate your genuine interest and understanding of the role.

Showcase Your Team Spirit

Since collaboration is key at Hamilton Lane, be ready to share examples of how you've successfully worked in teams. Highlight your ability to liaise between different departments and manage expectations, especially in high-pressure situations. This will show that you can thrive in their dynamic environment.

Be Detail-Oriented

Given the importance of accuracy in fund operations, prepare to discuss how you ensure attention to detail in your work. Bring up specific instances where your meticulousness helped resolve complex issues or improved processes. This will resonate well with their focus on compliance and operational efficiency.

Ask Insightful Questions

At the end of the interview, have a few thoughtful questions ready about the onboarding process or how different teams collaborate at Hamilton Lane. This not only shows your enthusiasm for the role but also your proactive mindset, which aligns with their entrepreneurial spirit.