Full-Time

Agentic AI Solutions Engineer

Hamilton Lane

Hamilton Lane

201-500 employees

Private markets investment management for institutions

No salary listed

Conshohocken, PA, USA

In Person

Category
Sales & Solution Engineering (1)
Required Skills
LLM
A/B Testing
RAG
JIRA
Data Governance
Requirements
  • 7+ years of professional experience in roles such as AI solutions engineer, product manager, consultant, or business/technology lead, with a strong track record of delivering technology or analytics solutions in complex environments.
  • Deep familiarity with private markets / alternative investments (e.g., fund structures, portfolio monitoring, reporting, capital calls/distributions, legal documentation, investor communications). Experience at a GP, LP, service provider, or top-tier consulting firm working with private markets clients is strongly preferred.
  • Hands-on experience with AI solutions in an enterprise context.
  • Demonstrated ability to design and implement agentic AI workflows (e.g., multi-step agents, tool calling) that interact with enterprise data and systems.
  • Proven experience working cross-functionally with business stakeholders, technology teams, and external vendors to deliver end-to-end solutions.
  • Strong product ownership skills: backlog management, requirements definition, prioritization, and stakeholder alignment.
  • Solid project management skills and experience using tools such as monday.com, Jira, or similar to coordinate work across multiple teams.
  • Experience measuring and communicating AI/technology ROI, including both quantitative and qualitative benefits.
  • Excellent communication and storytelling skills, with the ability to explain AI capabilities, limitations, and trade-offs to non-technical audiences and senior leaders.
Responsibilities
  • Partner with investment, client solutions, operations, legal/compliance, finance, and technology teams to identify, prioritize, and design agentic AI use cases across the private markets value chain (e.g., fundraising, due diligence, portfolio monitoring, reporting, legal review, operations).
  • Architect agentic AI workflows (e.g., RAG, tool calling, multi-step agents, task orchestration) that safely interact with Hamilton Lane’s data, systems, and processes.
  • Select and configure the right combination of internal agents and vendor solutions to solve specific business problems.
  • Define clear problem statements, success metrics, and guardrails for each solution, ensuring alignment with data governance, security, and compliance standards.
  • Work end-to-end from idea to production: discovery, solution design, pilot, rollout, and continuous improvement.
  • Embed AI agents into day-to-day workflows (e.g., research, deal execution, investor communications, compliance reviews, finance operations) so that business users see tangible time savings and risk reduction.
  • Lead process mapping sessions to understand current-state workflows and redesign them with AI in mind.
  • Serve as product owner for internal agentic AI solutions, partnering with business users on the vision, roadmap, and backlog of enhancements and new use cases.
  • Translate business needs into user stories, acceptance criteria, and release plans using tools such as monday.com (or similar).
  • Coordinate with Enterprise Technology, Data Engineering, InfoSec, and vendor partners to ensure on-time, high-quality delivery.
  • Establish and run lightweight governance around AI initiatives (prioritization forums, stakeholder updates, risk reviews).
  • Define and track KPIs and ROI for AI initiatives (e.g., hours saved, cycle-time reduction, error rate reduction, revenue uplift, user adoption and satisfaction).
  • Design experiments and A/B tests to validate impact and inform scale-up decisions.
  • Build feedback loops and telemetry into AI solutions to continuously improve accuracy, safety, user experience, and business value.
  • Regularly communicate outcomes and learnings to senior stakeholders through clear, concise storytelling (decks, demos, dashboards, and written summaries).
  • Create and deliver training, playbooks, and office hours to help non-technical users safely and effectively use AI tools and agents in their daily work.
  • Help shape and refine AI usage guidelines, policies, and guardrails in collaboration with Legal/Compliance, Risk, and Information Security.
  • Stay current on the evolving AI vendor landscape and private markets–specific solutions, and bring forward recommendations on where Hamilton Lane should invest.
Desired Qualifications
  • Experience integrating AI solutions with cloud-based data platforms (e.g., Azure, Snowflake) and existing analytics tools.
  • Familiarity with concepts such as vector search, RAG, observability/monitoring for AI applications, and AI safety/guardrails.
  • Comfort working with Python or similar scripting languages to prototype workflows, connect APIs, or orchestrate tools (no heavy data engineering expected in this role).
  • Prior experience in consulting, product, or innovation function driving firmwide change and adoption of new technologies.

Hamilton Lane provides tailored exposure to private markets for institutional and private wealth investors worldwide, combining bespoke portfolio solutions with strong client service. Its product works by offering access to private markets investments through a disciplined, data-driven investment process, backed by years of research, risk analytics, and manager selection to build customized portfolios. The company differentiates itself from peers through a long track record (over 33 years) of client-centricity, candor, authenticity, and rigorous, data-supported insights, delivering solutions-focused strategies and high-touch service. Its goal is to improve the financial well-being of clients who depend on it by helping them access and navigate the private markets in a thoughtful, transparent way.

Company Size

201-500

Company Stage

IPO

Headquarters

Lower Merion Township, Pennsylvania

Founded

1991

Simplify Jobs

Simplify's Take

What believers are saying

  • SEC-approved $94B Credit Income Fund targets middle-market loans for private wealth investors.
  • Chime Financial $3.25M stake diversifies into high-growth fintech amid institutional interest.
  • Dividend rises 10% to $2.16 per share, projecting $1B revenue by 2028.

What critics are saying

  • UBS cuts target from $184 to $150 in February 2025; fair value drops to $155.
  • Stephanie Davis defects to J.P. Morgan, eroding private wealth leadership in April 2026.
  • Apollo, KKR outcompete on Corastone, capturing retail share within 12-24 months.

What makes Hamilton Lane unique

  • Hamilton Lane manages $1 trillion AUM, specializing exclusively in private markets for 30+ years.
  • Evergreen Platform offers 12 interval funds, managing $16B for retail via daily NAV pricing.
  • Strategic investments in Corastone and Republic tokenize private funds for retail access.

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People at Hamilton Lane who can refer or advise you

Benefits

Health Insurance

Mental Health Support

Tuition Reimbursement

Paid Vacation

Paid Sick Leave

401(k) Retirement Plan

Employee Stock Purchase Plan

Wellness Program

Company News

Yahoo Finance
Apr 12th, 2026
Hamilton Lane's fair value drops to $155 as analysts split on targets amid fee outlook concerns

Hamilton Lane's fair value estimate has been revised down from $168.57 to $155.14 as analysts reassess the stock. Recent target moves have been mixed, with some firms raising targets from $166 to $184 whilst others have cut theirs by $30 to $50. UBS initially lifted its target to $184 in January 2025 before resetting it to $150 in February, maintaining a Buy rating. Oppenheimer and Morgan Stanley raised their targets in early 2025, suggesting continued confidence in execution and fee potential. However, BMO Capital cut its target by $30 in March 2025, followed by Keefe Bruyette's $50 reduction in April 2025, reflecting more cautious revenue and fee outlooks. Separately, Hamilton Lane partnered with STBL and Securitize to launch a real world asset-backed stablecoin on OKX's X Layer blockchain.

MyChesCo
Apr 5th, 2026
Hamilton Lane launches $94B credit income fund for private wealth investors

Hamilton Lane has received SEC approval for its Hamilton Lane Credit Income Fund, a new private credit vehicle targeting individual investors. The interval fund will provide access to middle-market senior loans through the firm's global network of managers. The fund offers daily net asset value pricing, 1099 tax reporting and quarterly repurchase opportunities for limited liquidity. It marks Hamilton Lane's 12th offering on its Evergreen Platform, which serves financial advisers and manages approximately $16 billion in assets. Hamilton Lane's private credit platform totals about $94 billion with over 20 years of direct lending experience. The fund focuses on income generation and risk management through curated middle-market loan investments rather than index-style exposure. The fund is expected to be available for purchase in April 2026.

National Today
Apr 4th, 2026
Hamilton Lane Advisors acquires $3.25M stake in digital banking platform Chime Financial

Hamilton Lane Advisors has acquired a new stake in Chime Financial, purchasing 129,102 shares valued at approximately $3.25 million, according to an SEC filing. The investment represents 1.8% of Hamilton Lane's holdings, making Chime its eighth-largest investment. The stake was acquired during the fourth quarter of 2025. Chime Financial, a leading digital banking platform, has attracted multiple institutional investors recently, including Harbor Capital Advisors, Perigon Wealth Management and SG Americas Securities. Hamilton Lane's investment signals confidence in Chime's business model as the fintech company continues its rapid growth in the digital banking space. The move underscores Chime's appeal to institutional investors seeking exposure to innovative financial technology firms.

Yahoo Finance
Mar 20th, 2026
Hamilton Lane recapitalizes Vegas retail center, doubles down on private credit amid margin pressure concerns

Hamilton Lane has recapitalised the Tenaya Village Essential Service Retail shopping centre in suburban Las Vegas, becoming the majority investor whilst CenterSquare Investment Management retained a minority stake. The deal underscores Hamilton Lane's expanding presence in GP-led secondary opportunities and private credit markets. The firm has announced a targeted full-year dividend of $2.16 per Class A share, representing a 10% increase. Hamilton Lane's narrative projects revenue of $1 billion and earnings of $426.8 million by 2028, requiring 13.2% annual revenue growth. However, investors should monitor potential margin pressure from higher compliance and distribution costs. Some bullish analysts expect revenue to reach $1.4 billion and earnings of $503 million, though views on the company's growth trajectory vary significantly.

MarketScreener
Mar 17th, 2026
Hamilton Lane invests in Republic to expand retail access to private markets

Hamilton Lane, a global private markets investment firm, has announced a strategic investment in Republic, an on-chain investment platform, to expand retail investor access to institutional-quality private market funds. The investment amount and valuation were not disclosed. The partnership aims to leverage tokenisation and on-chain infrastructure to broaden access to private markets, which have historically been limited to institutions and high-net-worth investors. Republic will use the funding to support innovation in product design, distribution and investor education. Hamilton Lane and Republic previously partnered to offer retail investors access to Hamilton Lane's Private Infrastructure Fund. Hamilton Lane's Evergreen Platform currently serves thousands of advisers, offers 11 evergreen funds and manages $16 billion in assets under management as of December 2025.