Associate for Fund Investment Lane

Advance your career at Hamilton Lane as an Associate specializing in Fund Investment Strategy. Collaborate with clients and leverage your analytical skills to drive investment success.

In this Associate position, you will support Canadian Separately Managed Account clients. Your focus will include Portfolio Management, Strategic Planning, and Investment Monitoring. You will conduct fund diligence and contribute to strategic planning while utilizing advanced financial modeling tools.

Key Responsibilities:

• Support SMA clients with strategic investment oversight

• Model portfolio construction and pacing scenarios

• Assist in creating presentation materials for clients

• Collaborate with internal teams on business development

• Maintain accurate records of client interactions

Requirements:

• Bachelor’s degree; CFA or MBA preferred

• 3-5 years’ experience in finance, preferably in private markets

• Strong quantitative and analytical skills

• Advanced Excel and financial modeling proficiency

• Excellent communication and organizational skills

Leverage your financial expertise at Hamilton Lane to enhance client investment strategies.
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