H

Hamilton Lane

Private markets investment management for institutions

Vice President - Investor Services

Full-Time
No salary listed
Expert
Bachelor's, Bachelor of Arts (BA), Bachelor of Science (BS), Bachelor of Business Administration (BBA)
Scranton, PA, USA+1 moreMore locations: Conshohocken, PA, USA
HybridQuarterly travel between Scranton and Conshohocken is required.
AccountingFinancial Accounting

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.
  • Proficiency in Microsoft Word, Excel, and PowerPoint is required.
  • The candidate must be able to communicate effectively in writing and verbally, exercise sound judgment, and take initiative in resolving problems.
  • The candidate must be able to manage multiple projects simultaneously and prioritize workload.
  • The candidate must be flexible for day-to-day ad hoc projects.
  • The candidate must proactively identify challenges and offer solutions.
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, using 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, accurate, and client-focused 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, skill development, high performance, and delivery of formal and ongoing feedback.
  • Resolve escalated complex or sensitive investor situations, 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 advance 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.
  • Experience with Private Markets Evergreen fund operations.

About the company

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

Get referred to Hamilton Lane

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Q1 fiscal 2027 revenue jumped 56% to $275 million, with fee-related earnings up 49%.
  • telMAX received $105 million from Hamilton Lane on September 17, 2026, expanding deal flow.
  • Savant's $270 million continuation vehicle cemented Hamilton Lane's role in liquidity solutions.

What critics are saying

  • Mario Giannini retires March 31, 2027, removing a decades-long cultural anchor.
  • Non-U.S. multi-strategy equity funds posted elevated redemptions and net outflow in Q1 fiscal 2027.
  • Wealth-channel launches depend on SEC approval, delaying revenue from the Columbia partnership.

What makes Hamilton Lane unique

  • Hamilton Lane manages and supervises $1.1 trillion as of June 30, 2026.
  • Its Evergreen platform generated nearly $640 million net inflows in Q1 fiscal 2027.
  • Columbia Threadneedle partnership targets wealth-channel interval funds using Hamilton Lane private-markets sourcing.

Help us improve and share your feedback! Did you find this helpful?

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

Business Insider
Oct 12th, 2026
UBS sticks to their Buy rating for Hamilton Lane (HLNE).

UBS sticks to their Buy rating for Hamilton Lane (HLNE). Oct. 12, 2026, 05:58 PM UBS analyst Michael Brown maintained a Buy rating on Hamilton Lane today and set a price target of $115.00. Brown covers the Financial sector, focusing on stocks such as Interactive Brokers, Jefferies, and StepStone Group. According to TipRanks, Brown has an average return of 8.6% and a 59.61% success rate on recommended stocks. In a report released on October 5, Goldman Sachs also maintained a Buy rating on the stock with a $117.00 price target. Based on Hamilton Lane's latest earnings release for the quarter ending June 30, the company reported a quarterly revenue of $275.33 million and a net profit of $80.46 million. In comparison, last year the company earned a revenue of $175.96 million and had a net profit of $53.75 million Read More on HLNE:

PR Newswire APAC
Oct 12th, 2026
Chubb Wealth and Hamilton Lane form partnership to expand access to private markets in Hong Kong.

Chubb Wealth and Hamilton Lane form partnership to expand access to private markets in Hong Kong. Chubb Wealth 2026-10-12 11:00 287 HONG KONG, Oct. 12, 2026 /PRNewswire/ - Chubb Wealth, Chubb Group's wealth management platform, together with leading private markets investment firm Hamilton Lane (Nasdaq: HLNE) today announced a partnership to broaden access to private market investments, including growth-oriented assets, for eligible professional investors in Hong Kong. Through the partnership, a selection of Hamilton Lane's global evergreen funds will be made available through the Chubb Wealth platform, including those focused on Asia private assets, private infrastructure, and venture and growth opportunities. Together, the firms aim to provide a more streamlined way to access the private markets. Ben Rudd, General Manager of Chubb Wealth, said: "High-growth, pre-IPO companies represent a vital private asset class that has historically represented a significant source of portfolio diversification and growth potential, yet has remained out of reach for most individual investors. As disruptive technology and structural themes such as AI, data infrastructure and biotech continue to reshape the global economy, access to the companies driving this transformation has become an increasingly important consideration for long-term portfolios. Through its partnership with Hamilton Lane, Polkadot PR Pty Ltd is able to offer its clients exposure to a range of high-growth private companies, providing a direct and disciplined alternative to concentrated public markets. Polkadot PR Pty Ltd look forward to introducing additional solutions that support its clients' long-term investment objectives." Sungji An, Head of APAC Client Solutions at Hamilton Lane, said: "This partnership marks an important step in expanding access to Hamilton Lane's institutional-quality private markets solutions for eligible professional investors in Hong Kong through a streamlined platform. We have seen interest from these investors in accessing diversified private markets opportunities, and are happy to be partnering with Chubb Wealth to deliver this offering." This partnership combines Chubb Wealth's digital wealth platform and client-focused advisory team with Hamilton Lane's global private markets investment expertise and diversified evergreen offerings, which today have $20.1 billion in assets under management[[1]] globally across 12 funds. | [[1]] Fund assets under management are inclusive of NAV as of July 31, 2026 plus net subscriptions received for the August 1, 2026 trade date | About Chubb Wealth Chubb Wealth is a Hong Kong wealth management platform with a mission to empower high-net-worth investors to achieve their long-term wealth goals and aspirations with ease. As a global insurer-backed wealth management platform, Chubb Wealth offers clients seamless digital investing and wealth management capabilities, access to a carefully curated range of funds, and bespoke advisory services. Chubb Wealth is operated by Chubb Investment Management (HK) Limited, an indirect wholly owned subsidiary of Chubb Limited. Additional information can be found at www.chubbwealth.com. About Chubb Chubb is a world leader in insurance. With operations in 54 countries and territories, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. The company is defined by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength and local operations globally. Parent company Chubb Limited is listed on the New York Stock Exchange (NYSE: CB) and is a component of the S&P 500 index. Chubb employs approximately 45,000 people worldwide. Additional information can be found at: www.chubb.com. About Hamilton Lane Hamilton Lane (Nasdaq: HLNE) is one of the largest private markets investment firms globally, providing innovative solutions to institutional and private wealth investors around the world. Dedicated exclusively to private markets investing for more than 30 years, the firm currently employs approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East. Hamilton Lane has $1.1 trillion in assets under management and supervision, composed of more than $146 billion in discretionary assets and $914 billion in non-discretionary assets, as of June 30, 2026. Hamilton Lane specializes in building flexible investment programs that provide clients access to the full spectrum of private markets strategies, sectors and geographies. For more information, please visit www.hamiltonlane.com or follow Hamilton Lane on LinkedIn: https://www.linkedin.com/company/hamilton-lane/. Disclaimer The views and opinions herein are current as of the date of this news release and are solely for general informational purposes only and do not consider any specific investment objectives, financial situation and/or particular needs of any specific person who may receive this document. Reliance upon information in this news release is at the sole discretion of the reader, and Chubb Wealth shall not be liable for any damages arising out of any person's reliance upon this information. Please be cautioned that investment involves risks, and you may lose part or all of your investment. Please consult your own professional adviser and consider your own financial objectives, risk tolerance and circumstances before making any investment decisions. This news release discusses general market activity, industry or sector trends, or other broad-based economic, market, or political conditions and should not be construed as research or investment advice. This news release is not intended as a promotion, an offer, a solicitation of an offer, or a recommendation to deal in any securities or any financial instruments or services. Past performance is no guarantee of future results. Please refer to the respective fund disclosure documentation for details about potential risks, charges, and expenses. The material contained in this news release has not been reviewed by the Securities and Futures Commission (SFC) or any regulatory authority in Hong Kong. Licensing information Chubb Investment Management (HK) Limited (trading as "Chubb Wealth") is an indirect wholly-owned subsidiary of Chubb Limited, and is licensed (CE No. AVR438) under the Hong Kong Securities and Futures Ordinance (Cap. 571) to carry on business in Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 9 (Asset Management) regulated activities in Hong Kong.

Yahoo Finance
Oct 8th, 2026
Hamilton Lane shares drop 12.2% in six months as investment firm reports Q2 earnings

Hamilton Lane's shares have fallen 12.2% to $85.26 over the past six months, contrasting sharply with the S&P 500's 15.2% gain during the same period. The investment management firm, which specialises in private markets and manages over $100 billion in assets, has demonstrated strong fundamental performance. Hamilton Lane achieved 19.6% annualised revenue growth over the past five years, outpacing the average financials company. The company's earnings per share grew at 13.6% compounded annually over the same period, also exceeding most financial sector peers. Following the recent share price decline, Hamilton Lane now trades at 12.5× forward price-to-earnings ratio.

KTAR
Oct 5th, 2026
Wrigley Mansion sold to Arizona Biltmore ownership group.

Wrigley Mansion sold to Arizona Biltmore ownership group. The sale price was $17 million, according to Maricopa County real estate records. BY BRANDON BROWN/PHOENIX BUSINESS JOURNAL Oct 5, 2026, 4:46 AM Updated: 12:37 pm The Wrigley Mansion with the Arizona Biltmore behind it. (Arizona Biltmore) The owners of the Arizona Biltmore resort have purchased the Wrigley Mansion and will operate both luxury hospitality venues together. Henderson Park, a joint venture that includes Western & Southern Financial Group and funds managed by Hamilton Lane (Nasdaq: HLNE), South Street Partners and Pyramid Global Hospitality, on Oct. 1 acquired the nearly 100-year-old historic property next to the Arizona Biltmore, near 24th Street in Phoenix just south of Piestewa Peak. The sale price was $17 million, according to Maricopa County real estate records. The group acquired the site from Jamie Hormel and the Hormel family, which has owned the Wrigley Mansion since 1992 when Geordie Hormel, Jamie's late husband and an heir of Minnesota-based Hormel Foods Corp., purchased the property to stop it from being demolished.

PE Hub
Sep 29th, 2026
Hamilton Lane's Giannini: The 'sane' and prescient voice to retire.

Hamilton Lane's Giannini: The 'sane' and prescient voice to retire. Mario Giannini, the firm's executive co-chairman, will relinquish his duties next March after helping build a platform that manages and advises on more than $1trn of assets. 48 minutes ago