Associate, Performance Reporting

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 $120.2 billion in discretionary assets and have oversight of an additional $782.9 in non-discretionary assets as of December 31, 2023.

The Opportunity:

We are looking to hire a Performance Reporting Associate to join our team in our Suburban PA offices.

In this role, you will be joining our dynamic Investment Performance team tasked with producing quarterly investment performance track records, Asset Under Management (AUM) statistic reports, as well as maintaining and calculating performance information at various levels of the investment hierarchy for the enterprise. This is accomplished through various mediums of calculation, data input, response to RFPs (Request for Proposals), handling ad-hoc requests from existing investors and senior management, creating multi-layered processes and controls, and creating creative solutions to investment performance data related problems. The team is actively involved in the firm’s business development initiatives and has regular communications with many departments including the Investment Teams, Compliance, Business Development, and Relationship Management. The Performance Analytics role requires strong communication, attention to detail, analytical, technical, and relationship management skills to help manage Hamilton Lane’s enterprise investment performance systems and data.

Your responsibilities will include:

Using data analytical and other programing languages/software help create and maintain investment performance calculations and data sets.

Balance the completion of quarterly reporting, ad hoc projects, and deliverables as requested by various partner groups supported by the performance team.

Maintain a focus on time management, process management, and quality control.

Have an intellectual curiosity about the private markets business to act as a consultant for data and historical performance for key partners in requests, and direct as needed.

Handle multiple assignments/initiatives and prioritize effectively.

Communicate with your team and other interested parties’ results, concerns, progress, and outcomes.

Maintain an understanding of Investment Performance.

Your background will include:

BA/BS in related field (e.g., business/finance/engineering/information technology/mathematics/physical sciences)

3-5 plus years of work experience in an accounting/financial industry setting preferred

Comfort and familiarity with large data sets, relational databases, reporting and query tools

Aptitude for problem solving

Excellent writing, communication, and presentation skills

Must be proficient in Microsoft applications (Excel, Word, and PowerPoint)

Advanced experience in Excel is a plus (e.g., VBA, Macros)

Proficiency with Microsoft Access a plus

Must have a mastery of R and SQL programming languages

Must be detail oriented, organized, and possess good analytical skills

Ability to operate in a high-pressure environment

Assist with other duties and special projects as needed

Must be able to work with all levels of management

Ability to work in the United States without requiring sponsorship

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 program 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, matches your donations to charitable organizations, and compensates for referring qualified candidate 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.

Diversity Pledge

At Hamilton Lane, we prioritize the value of diversity and intentionally cultivate an environment that embraces the strength derived from our collective differences. Recognizing the industry's need for change, we address the hesitancy of underrepresented groups, particularly women and people of color, to apply unless meeting every criterion. We welcome applications from women, men, people of color, veterans, the LGBTQ+ community, and those returning to the workforce, even if not meeting every job description requirement, including education level. Your unique contribution is not just welcomed but essential to our success.

If you need a reasonable accommodation to complete your application, please contact Human Resources at .

#LI-LA1

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.

As a registered investment adviser, employees of Hamilton Lane may be subject to certain limitations on political contribution and personal investment activities.

If you need a reasonable accommodation to complete your application, please contact Human Resources at .

Please note that in the event that you are hired by Hamilton Lane, you, your spouse or any other dependent family member living in your household will need to comply with Hamilton Lane's Personal Securities Transactions Policy and the trade pre-clearance process per Hamilton Lane's Code of Ethics. It is your responsibility to ensure that you and your household members are able to comply with this policy. Examples of the restrictions that could be placed on your activities include, but are not limited to, a requirement to pre-clear all transactions prior to execution, the inability to transact in certain securities or classes of securities and other restrictions. A copy of our Code of Ethics is available upon request. Please note that having a personal trading account will not prohibit you from being employed by Hamilton Lane.

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