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Analyst Client Solutions at Hamilton Lane - ApplyBlast

Analyst Client Solutions

Hamilton Lane

4 months ago

4.0 on Glassdoor

Philadelphia, PA

Hybrid

Full Time

Junior

0 applicants

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About this role

The Client Solutions Analyst at Hamilton Lane supports client relationship and business development efforts within the global private markets investment firm. This role involves preparing high-quality reporting and presentations, analyzing portfolio data, and collaborating with investment and operations teams to service institutional and wealth investors. Candidates will work closely with relationship managers to deliver materials that help clients effectively manage their private markets portfolios.

Responsibilities

Prepare recurring and ad-hoc client reports and presentation materials
Analyze data regarding client mandates, portfolios, and fundraising activities
Coordinate client meetings and track follow-up outcomes with relationship managers
Maintain accurate information on client portfolios within internal systems
Collaborate cross-functionally to gather inputs for client deliverables and documents

Skills

Qualifications

Bachelor's degree in a related field1 to 5 years of experience in financial servicesProficiency in Microsoft Office Suite

About Hamilton Lane

hamiltonlane.com

Headquarters

Conshohocken, Pennsylvania, United States

Company Size

501-1000 employees

Founded

1991

View Profile

Hamilton Lane is a leading, global investment manager providing private markets solutions that help our clients accomplish their unique financial goals.