Investment Associate – Managed Solutions Role

Expand your potential at Hamilton Lane as an Investment Associate specializing in Managed Solutions. This role involves enhancing client engagement through strategic investment oversight and analysis.

As an Associate, you’ll provide essential support to Hamilton Lane’s Canadian SMA clients, handling portfolio management and investment monitoring. You will engage with clients regularly, perform investment diligence, and contribute to overall client strategy development while utilizing cutting-edge technology tools.

Key Responsibilities:

• Support client portfolio management and strategic planning

• Conduct investment diligence for primary fund offerings

• Prepare presentations and reports for client meetings

• Collaborate with internal stakeholders for business development

• Maintain detailed client interaction records

Requirements:

• Preferred Bachelor’s degree; CFA or MBA is a plus

• 3-5 years' experience in finance, focusing on private markets

• Strong analytical and financial modeling skills

• Proficiency in Excel and data analysis tools

• Excellent communication and organizational abilities

Utilize your expertise to drive meaningful investment outcomes for Hamilton Lane’s clients.
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