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Hamilton Lane

Private markets investment management for institutions

Vice President - Investor Services

Financial AccountingConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • A college degree (B.A., B.S., or B.B.A.) is required.
  • Six to ten years of work experience is required.
  • Financial services and/or private equity experience is required.
  • Strong organization and attention to detail are required.
  • Excellent written and verbal communication skills, sound judgment, and initiative in resolving problems are required.
  • The ability to manage multiple projects simultaneously and prioritize workload is required.
  • Day-to-day flexibility for ad hoc projects is required.
  • The ability to proactively identify challenges and offer solutions is required.
  • High proficiency in Microsoft Word, Excel, and PowerPoint is required.

Responsibilities

  • Oversee reporting and reconciliation for complex or high-profile fund structures and sensitive client relationships, ensuring accuracy, compliance, and insightful analysis in quarterly financial reports.
  • Analyze fund financial statements and investment activity to identify performance drivers, applying advanced accounting knowledge and extracting data from financial or bank statements.
  • Support operational management and reporting for Evergreen investment vehicles.
  • Use HL Technologies for report generation, reconciliations, and fulfillment of investor data requests.
  • Manage and resolve complex investor inquiries through the HL investor portal, providing timely and accurate responses.
  • Collaborate with Investment, Research, Reporting, Business Development, Legal, and Product Management teams to achieve strategic objectives.
  • Lead or manage projects and strategic initiatives from planning through execution, including project scoping, resource allocation, and quality assurance.
  • Supervise, coach, and develop Analysts, Senior Analysts, and Associates, fostering knowledge sharing and skill development, supporting high performance, and delivering formal and ongoing feedback.
  • Serve as the escalation point for complex or sensitive investor situations unresolved at lower levels, providing solutions and maintaining client confidence.
  • Drive documentation, implementation, and continuous improvement of internal controls, policies, and procedures to enhance operational efficiency and regulatory compliance.
  • Coordinate multi-departmental initiatives and champion process and system enhancements with cross-functional partners.
  • Model leadership expectations and cultivate accountability, continuous improvement, and team development within Investor Services.

Desired Qualifications

  • Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and/or cash reconciliation tools is preferred.
  • Private Markets Evergreen fund operations experience is preferred.

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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