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Hamilton Lane

Private markets investment management for institutions

Analyst – Client Solutions

Sales OperationsConfirmed live in the last 24 hours
Full-timeFrankfurt, GermanyNo salary listedHybrid

About the Job

Requirements

  • A bachelor's degree is preferred.
  • One to three years of experience in financial services.
  • Experience in private markets and/or private wealth management is a plus, but not essential.
  • Excellent written and verbal communication skills in German and English.
  • A good understanding of capital structures, different financial instruments, and basic portfolio construction is preferable.
  • Strong quantitative and analytical skills, including data analysis, numerical skills, and problem solving.
  • Strong proficiency with Microsoft Office programs, including Outlook, Word, Excel, and PowerPoint.
  • Strong organization and priority-management skills, attention to detail, ability to multitask, and ability to work across time zones.
  • A collaborative approach and ability to work as part of a high-performing team focused on client needs.
  • Ability to exercise discretion and maintain confidentiality.
  • Resourcefulness, a self-starter approach, and an entrepreneurial and competitive disposition.

Responsibilities

  • Provide internal support for sales and client-related activities.
  • Maintain sales activities and the new-business pipeline in the customer relationship management system.
  • Coordinate presentations and meetings with prospects and clients, including follow-up data.
  • Assist in creating presentation materials.
  • Attend and document virtual and in-person prospect and client meetings and onsite visits.
  • Help organize investment roadshows and events with the client solutions and events teams.
  • Monitor periodicals to identify published searches for new-business opportunities.
  • Assist the request for proposal team in reviewing, editing, and submitting requests for proposals.
  • Work with representatives across the firm to provide client service.
  • Collect and analyze data related to prospective client proposals and report trends and findings to senior management, including activity, sales reporting, pipeline management, pricing, marketing, and fundraising updates.
  • Collect and analyze competitor intelligence and create deliverables for business development and product managers.
  • Complete other sales-related projects as needed.
  • Support strategic business plans for the DACH region and other EMEA offices to grow partnerships and contribute to revenue generation.
  • Support intermediary relationships, including client outreach and engagement, follow-ups, and client-service initiatives.
  • Develop investment and private-markets knowledge to help position Hamilton Lane funds in the market.

Desired Qualifications

  • Experience in private markets and/or private wealth management is a plus, but not essential.
  • A good understanding of capital structures, different financial instruments, and basic portfolio construction is preferable.

About the Company

Hamilton Lane

Private markets investment management for institutions

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

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