What are the responsibilities and job description for the Principal, Fund Investment & Managed Solutions position at Hamilton Lane?
Ensure you read the information regarding this opportunity thoroughly before making an application.
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 $130 billion in discretionary assets and have oversight of an additional $810 in non-discretionary assets as of June 30, 2024.
The Opportunity :
Join our team as we look to expand to satisfy the needs of our growing client base. We are looking to hire a Principal to join our Fund Investment and Relationship Management Team in San Francisco. In this role, you will work within our Investment Team to build and maintain strong relationships with our West Coast clients while developing and strengthening a solid understanding of the global primary fund universe across all private market strategies.
Your responsibilities will include :
- Leading day-to-day client coverage including regular client visits.
- Managing junior resources to oversee creation of key client deliverables.
- Strategic plan creation / oversight
- Portfolio construction alongside Portfolio Management Group
- Quarterly Review of portfolio
- Allocation discussions
- Reporting & Monitoring for client portfolios
- Regular portfolio updates
- Quarterly reports
- Client communications
- Pipeline calls / monthly calls
- Market updates
- Ad-hoc client requests
- Leading cross-selling and up-selling of HL products and services with existing clients
- Partnering with Sales / Client Solutions to support pitch activities for prospective clients by being the expert on our management of Separate Account and Advisory relationships
- Managing and / or cultivating fund manager relationships, fostering West Coast US manager coverage to drive opportunities alongside our secondaries and direct investing teams
- Overseeing the due diligence process for primary investments
- Lead fund manager on-site visits.
- Review all diligence materials as completed by Analyst or Analyst & deal manager.
- Present deals at Pre-Investment Committee meetings.
- Developing expertise in specific primary strategies, enabling ability to speak to similarities / differences of managers who pursue similar investment approaches.
- Ability to speak and become a subject matter expert on all Private Market strategies & competitive landscapes.
- Attending Annual / Advisory board meetings & conferences.
- Assisting in the development and mentoring of junior professionals.
Your background will include :
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 :
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.
Salary range for this position : $145,000 to $215,000 per year. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, peer and market data, prior performance, business sector, and geographic location. You may also be eligible for an annual discretionary incentive compensation award.
If you need a reasonable accommodation to complete your application, please contact Human Resources at humanresources@hamiltonlane.com.
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.
J-18808-Ljbffr
Salary : $145,000 - $215,000
