Analyst, Account Execution - Evergreen Operations in London

Analyst, Account Execution - Evergreen Operations in London

London Full-Time 35000 - 45000 £ / year (est.) Home office (partial)
Hamilton Lane

At a Glance

  • Tasks: Support client onboarding and fund operations for Evergreen and Closed-end strategies.
  • Company: Hamilton Lane, a leader in Private Markets Solutions with a collaborative culture.
  • Benefits: Competitive benefits including healthcare, tuition reimbursement, and wellness programmes.
  • 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.

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:

  • 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:

  • 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 skills are required; advanced Excel is a plus.
  • Entrepreneurial spirit and 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:

  • Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
  • Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
  • For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.
  • For growing families, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.
  • 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 in London employer: Hamilton Lane

Hamilton Lane is an exceptional employer that prioritises collaboration, integrity, and employee development within a dynamic and innovative environment. With a strong commitment to employee wellbeing, we offer comprehensive benefits including healthcare coverage, career development opportunities, and support for families, all while fostering a culture that encourages teamwork and excellence. Joining our team means being part of a global leader in Private Markets Solutions, where your contributions directly impact our clients and the broader community.

Hamilton Lane

Contact Details:

Hamilton Lane Recruitment Team

StudySmarter Expert Advice🤫

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

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

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

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

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Hamilton Lane.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Hamilton Lane's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Hamilton Lane

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Hamilton Lane.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Hamilton Lane will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Hamilton Lane employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.