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HL002 Hamilton Lane Advisors, LLC
PA Headquarters, PA | Full Time
$70k-92k (estimate)
1 Month Ago
Product Associate, Evergreen Funds
$70k-92k (estimate)
Full Time 1 Month Ago
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HL002 Hamilton Lane Advisors, LLC is Hiring a Remote Product Associate, Evergreen Funds

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 $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: As a Product Associate on the Evergreen Funds Team, you will be an essential team member in broadening our evergreen fund business. The Hamilton Lane Evergreen funds are designed to provide retail and institutional investors a unique opportunity to access the broad private markets asset class through a single commitment. As a Product Associate you will support the needs of the Evergreen sales teams, spearhead the request for proposal (“RFP”) process alongside our BD Support team and work closely with the Evergreen Portfolio Management team on external client messaging and marketing materials including pitchbooks and investment summaries. Your responsibilities will be to: Assist with supporting the team in building and maintaining relationships with HL’s Evergreen Fund investors. This includes, but is not limited to, providing support to the Evergreen sales team, and updates to existing clients. Create investment summaries, presentations, pitch books, fact sheets and fundraising letters. Develop and provide compelling quantitative and qualitative support in the pursuit of new business opportunities for new and existing clients. Coordinate materials and presentations for fundraising efforts, new business pitches and on-site due diligence meetings. Completion of RFP and due diligence questionnaires. This includes gathering information, writing, proofreading, editing, data manipulation/verification, formatting, and printing in the compilation responses. Improve upon the representation of analytics, metrics, and data utilized in sales presentations while supporting content creation and maintenance of sales enablement tools with the RFP and marketing teams. Assist with ongoing reporting obligations to distribution platforms and distribution partners. Maintenance and updates to consultant databases and standard materials. Completion of ad-hoc sales-support requests and projects. Your background will include: 3 years of experience in similar position, international experience a plus. BA/BS, or equivalent combination of training and experience. Understanding of investment adviser/financial services industry, ideally with a focus on private markets. Proven communication and analytical skills Proficient with Microsoft Office applications Ability to multi-task and meet deadlines. Must be proactive, self-starter and able to interact with people who have varied personalities and work styles. 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 humanresources@hamiltonlane.com. 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. We're a firm that takes our responsibility of helping clients reach their investment objectives seriously. But we're also a group that appreciates a healthy dose of wit and sarcasm, as well as a company that recognizes the value of infusing joy into what we do every day. There's a genuine spirit of collaboration and camaraderie here, and an unwavering commitment to doing right by our clients and by one another. We believe we have some of the most committed, intelligent and innovative professionals in the industry. They also happen to be pretty nice people who genuinely enjoy working with one another. So we have that going for us, which is nice. As an employer who participates in the federal E-Verify program, Hamilton Lane will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each employee’s Form I-9 to confirm work authorization. If the Government cannot confirm that you are authorized to work, the Company is required to provide you written instructions and an opportunity to contact SSA and/or DHS, so that you can resolve any discrepancies directly with the federal agency.

Job Summary

JOB TYPE

Full Time

SALARY

$70k-92k (estimate)

POST DATE

04/10/2024

EXPIRATION DATE

05/21/2024

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