Hamilton Lane
Analyst, Client Solutions
Hamilton Lane, Conshohocken, Pennsylvania, us, 19429
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:
The Client Solutions Analyst will join the Client Solutions Support Team with a focus on the Northeast US territory to generate new business and service existing client relationships.
This is an opportunity to join a high-performing client solutions team to learn about the full spectrum of private markets, develop client prospecting, relationship development, management, and servicing skills.
Although this position does not entail direct prospecting or selling, it is an opportunity to develop skills to succeed in this and other private markets career paths.
Your responsibilities will be to:
Maintain sales activities and new business pipeline for the designated region in CRMConduct research (CRM, external databases, Internet) to generate and tier prospects and new business leadsAttend and document virtual prospect and client meetingsAssist with preparation of presentations and RFPs in conjunction with the client solutions professionals, marketing, products, RFP/content, and compliance departmentsHelp organize regional investment road shows and events in conjunction with client solutions and events teamsHelp the team operate in a more efficient way by leveraging new technologyOther sales-related projects as necessaryYour background will include:
College degree (B.A., B.S., or B.B.A) with strong academic performance0-3 years' experience in financial servicesInterest in learning about private markets, sales, and client serviceExceptional organization, detail orientation, and an ability to multi-taskExcellent interpersonal, verbal, and written communication skillsStrong quantitative/analytical skillsIntellectual curiosity and creativityEntrepreneurial and competitive dispositionStrong team orientationFull proficiency in Microsoft applications (Word, Excel, PowerPoint)Interest in learning about and deploying new technologies (e.g. AI) to improve team efficiencyTies to or an affinity for the US Northeast is favorably considered but not required
We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.
Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.
If you need a reasonable accommodation to complete your application, please contact Human Resources at humanresources@hamiltonlane.com.
The Opportunity:
The Client Solutions Analyst will join the Client Solutions Support Team with a focus on the Northeast US territory to generate new business and service existing client relationships.
This is an opportunity to join a high-performing client solutions team to learn about the full spectrum of private markets, develop client prospecting, relationship development, management, and servicing skills.
Although this position does not entail direct prospecting or selling, it is an opportunity to develop skills to succeed in this and other private markets career paths.
Your responsibilities will be to:
Maintain sales activities and new business pipeline for the designated region in CRMConduct research (CRM, external databases, Internet) to generate and tier prospects and new business leadsAttend and document virtual prospect and client meetingsAssist with preparation of presentations and RFPs in conjunction with the client solutions professionals, marketing, products, RFP/content, and compliance departmentsHelp organize regional investment road shows and events in conjunction with client solutions and events teamsHelp the team operate in a more efficient way by leveraging new technologyOther sales-related projects as necessaryYour background will include:
College degree (B.A., B.S., or B.B.A) with strong academic performance0-3 years' experience in financial servicesInterest in learning about private markets, sales, and client serviceExceptional organization, detail orientation, and an ability to multi-taskExcellent interpersonal, verbal, and written communication skillsStrong quantitative/analytical skillsIntellectual curiosity and creativityEntrepreneurial and competitive dispositionStrong team orientationFull proficiency in Microsoft applications (Word, Excel, PowerPoint)Interest in learning about and deploying new technologies (e.g. AI) to improve team efficiencyTies to or an affinity for the US Northeast is favorably considered but not required
We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.
Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.
If you need a reasonable accommodation to complete your application, please contact Human Resources at humanresources@hamiltonlane.com.