At a Glance
- Tasks: Support client onboarding and fund operations for Evergreen and Closed-end funds.
- Company: Join Hamilton Lane, a leader in Private Markets Solutions with a collaborative culture.
- Benefits: Enjoy healthcare, tuition reimbursement, wellness programs, and family support initiatives.
- Other info: Opportunities for career growth and a supportive work environment.
- Why this job: Be part of a dynamic team making 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 30000 - 40000 £ per year.
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.
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.
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.
Qualifications
- 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
- 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.
Equal Opportunity
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.
Analyst, Account Execution - Evergreen Operations employer: Job Search Place Limited
Hamilton Lane is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for professionals seeking to grow in the investment management sector. With a strong commitment to employee development through tuition reimbursement and wellness programs, as well as a supportive environment that values integrity and teamwork, employees can thrive both personally and professionally. Located in a dynamic market, Hamilton Lane offers unique opportunities to engage with global teams and clients, ensuring a rewarding career path in private markets solutions.
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 or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by understanding the company culture. Hamilton Lane values collaboration and integrity, so think of examples from your past experiences that showcase these traits. We want to see how you fit into their team!
✨Tip Number 3
Show off your analytical skills during the interview! Be ready to discuss how you've tackled complex problems in previous roles. This is your chance to demonstrate that entrepreneurial spirit they’re looking for.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the Hamilton Lane team.
We think you need these skills to ace Analyst, Account Execution - Evergreen Operations
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Analyst role. Highlight any relevant operations experience, especially in investment management or private markets, to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a great fit for our team. Don’t forget to mention your entrepreneurial spirit and out-of-the-box thinking!
Showcase Your Communication Skills:Since excellent verbal and written communication skills are a must, make sure your application is clear and concise. We want to see how you articulate your thoughts and ideas, so keep it professional yet engaging!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our dynamic team!
How to prepare for a job interview at Job Search Place Limited
✨Know Your Numbers
As an Analyst in Account Execution, you'll be dealing with significant financial data. Brush up on your understanding of private markets and the specific figures mentioned in the job description, like the $140.9 billion in discretionary assets. Being able to discuss these numbers confidently will show your familiarity with the industry.
✨Showcase Your Collaboration Skills
Hamilton Lane values teamwork and collaboration. Prepare examples from your past experiences where you successfully worked with cross-functional teams. Highlight how you managed expectations and communicated effectively with various stakeholders, as this will resonate well with their emphasis on collaboration.
✨Demonstrate Problem-Solving Abilities
The role involves resolving operational inefficiencies and complex issues. Think of specific challenges you've faced in previous roles and how you approached them. Be ready to discuss your thought process and the outcomes, as this will illustrate your analytical skills and proactive mindset.
✨Understand Regulatory Requirements
Familiarise yourself with the regulatory landscape relevant to private markets and the jurisdictions mentioned. Showing that you have a grasp of compliance and legal requirements will demonstrate your readiness for the role and your commitment to maintaining high standards in operations.
