Associate – Fund Investment & Managed Solutions

Hamilton Lane; Toronto; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Healthcare coverage

Tuition & certification reimbursement

Volunteer time off

Job summary

Hamilton Lane Canada is seeking an Associate to support SMA clients across Canada with portfolio management, strategic planning, and investment monitoring. The role involves primary fund investment diligence and collaboration with the Canadian team on broader initiatives.

You will work with senior FIMS professionals to refine client programs, model portfolios, and prepare materials for clients and prospects, while deepening knowledge of Hamilton Lane’s transaction offerings.

Qualifications

• Bachelor’s degree preferred; CFA/CAIA/MBA assets.
• 3–5 years postgraduate finance experience.
• Strong understanding of capital structures and portfolio construction.
• Advanced Excel and financial modelling skills.
• Proficient with data and AI-enabled tools for research and diligence.
• Experience with DealCloud and MS Office.
• Excellent communication and teamwork.
• Ability to manage multiple projects and maintain discretion.

Responsibilities

• Support Canada SMA clients across portfolio management and investment monitoring.
• Assist in designing client strategic plans and long-term investment programs.
• Model portfolio construction and pacing scenarios.
• Prepare and review presentation materials for SMA clients and prospects.
• Develop expertise in Hamilton Lane transaction offerings to support client objectives.
• Present to SMA clients remotely and in person.
• Coordinate with global FIMS team on investment pipeline.
• Maintain DealCloud records and client interactions.

Skills

Quantitative analysis

Advanced Excel

Financial modelling

Data & AI tools proficiency

Communication & teamwork

Multi-project management

Education

Bachelor’s degree

CFA

CAIA

MBA

Tools

DealCloud

Microsoft Office

Excel

PowerPoint

Job description

Join Hamilton Lane, a global leader in private markets, as we scale to meet the demands of our growing client base. Here, you’ll work with ambitious, high‑performing teams built on integrity, candor and collaboration, backed by our market-leading data and technology. We invest heavily in our people and our partners, giving you the platform to enrich lives, safeguard futures and grow your career.

What We Do

As one of the largest private markets investment firms globally, we provide innovative solutions to institutional and private wealth investors around the world, specializing in flexibility and full-spectrum access. We currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025.

The Opportunity

The Associate will primarily assist in providing support to Hamilton Lane’s Canadian Separately Managed Account clients across all aspects including Portfolio Management, Strategic Planning and Investment Monitoring. Further, they will be responsible for primary fund investment diligence and supporting Hamilton Lane Canada broader initiatives.

SMA & Portfolio Oversight Responsibilities

• Work closely with senior FIMS professionals to support Hamilton Lane’s existing SMA client base in Canada.
• Contribute to the design and refinement of client strategic plans and long-term investment programs.
• Model portfolio construction and pacing scenarios.
• Act as a conduit between clients and the broader Hamilton Lane organization.
• Navigate internal organizational dynamics and leverage a cross-functional approach to support clients.
• Learn and maintain a working knowledge of Hamilton Lane technology tools used to aggregate and present information for client deliverables.
• Assist in the creation and review of presentation materials for SMA clients and prospects.
• Develop expertise in Hamilton Lane transaction offerings to support client investment objectives.
• Present to and meet with Hamilton Lane SMA clients on a regular basis, both remotely and in person.

Broader HL Canada Responsibilities

• Contribute to the continued growth of Hamilton Lane Canada.
• Support senior Client Solutions professionals in the Toronto office on SMA-related business development efforts, including RFP responses, internal coordination, presentation development, and meetings.
• Maintain up-to-date records of client and external managers interactions in DealCloud.

Diligence Responsibilities

• Act as a supporting diligence professional for primary fund investments.
• Collaborate with the global FIMS team to advance the primary investment pipeline.
• Build and maintain an understanding of the Canadian GP landscape across private equity and private credit.

NECESSARY QUALIFICATIONS; Education and/or Experience:

• Bachelor’s degree preferred; CFA, CAIA and/or MBA is an asset
• 3-5 years’ postgraduate experience in finance, preferably in private markets with experience across both Portfolio oversight and investment diligence
• Good understanding of capital structures, different financial instruments and portfolio construction fundamentals
• Strong quantitative/analytical skills (data analysis, numerical skills, problem solving etc.)
• Advanced Excel and financial modelling skills, with the ability to build robust models, perform complex analysis with strong attention to detail.
• Comfort using data and AI-enabled tools to support research, analysis and diligence work
• Experience with Microsoft Office programs (Outlook, Word, Excel, PowerPoint)
• Strong work ethic, positive attitude, and a willingness to learn and receive feedback
• Desire to work as part of a team with a strong focus on client needs
• Excellent communication and listening abilities
• Organizational skills; ability to manage multiple projects effectively and on-time
• Ability to exercise discretion and maintain confidentiality
• Resourcefulness; ability to navigate ambiguity

Travel Requirements

• 10% to 15% travel required.

Benefits

At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.

To Do This, Hamilton Lane Offers The Following Benefits

Enhancing Your Physical and Emotional Health

Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.

Developing Your Career

Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.

Supporting Your Family & Community

For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.

For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.

Safeguarding Your Financial Wellbeing

Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.

Hamilton Lane is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition. As a registered investment adviser, employees of Hamilton Lane may be subject to certain limitations on political contribution and personal investment activities.