Senior Associate. Client Solutions

Hamilton Lane; Toronto; On-site; CAD 90,000 - 140,000; Full time

Job summary

Hamilton Lane in Toronto, Canada, is seeking a Senior Associate, Client Solutions, to support fundraising, business development and ongoing client service for institutional and private wealth investors.

You will work with the Canada Client Solutions team to manage relationships, develop new products, and ensure high-quality client deliverables while balancing multiple projects across time zones.

The role offers exposure to private markets, advanced analytics and collaborative teams.

Qualifications

• Approximately 4+ years of experience in financial services or related finance role.
• Bachelor’s degree in finance, business, economics, or related field.
• Solid understanding of investments and capital markets concepts.
• Strong quantitative and analytical skills, including data analysis.
• Proficiency with Microsoft Office and comfort learning new tools.
• Excellent written and verbal communication and client-facing skills.
• Ability to manage multiple projects across time zones.

Responsibilities

• Support fundraising and business development activities.
• Assist in producing client materials and presentations.
• Maintain market maps, prospect lists, sales pipelines, and CRM data.
• Respond to investor inquiries and deliver timely client servicing.
• Coordinate meetings with investors and events.
• Conduct market research to inform strategy and outreach.

Skills

Investments & capital markets

Data analysis

Client relationship management

Microsoft Office proficiency

Education

Bachelor's degree in finance, business, economics or related field

Tools

CRM systems

Microsoft 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 Senior Associate. Client Solutions is a key member of Hamilton Lane’s Canada Client Solutions team, supporting the firm’s fundraising, business development, and ongoing client service activities. In this role, you will work closely with the Canadian Solutions team members to help manage relationships with institutional and private wealth investors, contribute to new product and solution development, and ensure a consistently high standard of client servicing.

You will thrive in a fast‑paced, deadline‑driven environment, balancing multiple projects and stakeholders while maintaining strong attention to detail. This role is well‑suited to a highly motivated, analytically minded team player who is eager to deepen their knowledge of private markets and play a visible role in growing the firm’s business.

Responsibilities

• Support fundraising and business development
  • Assist in the execution of fundraising campaigns and new product or solution development.
  • Help maintain market maps, prospect lists, and sales pipelines, ensuring information is current and accurate in firm systems (e.g., CRM).
  • Act as a point of contact for prospects and clients, including coordinating and supporting follow‑up actions.
• Client servicing and relationship management
  • Respond to investor and client inquiries, data requests, and ad‑hoc due diligence questions in a timely, professional manner.
  • Support the delivery of client reporting and servicing to meet agreed requirements and service standards.
  • Work collaboratively with internal partners across the firm to ensure a consistent, high‑quality client experience.
• Materials, presentations, and analysis
  • Prepare and refine client‑facing materials, including presentations, portfolio reviews, and other deliverables.
  • Perform quantitative and qualitative portfolio and product analysis to support client conversations and fundraising efforts.
  • Coordinate the completion of RFIs, RFPs, and due diligence questionnaires in partnership with relevant internal teams.
• Meeting and event preparation
  • Organize and coordinate meetings with existing and prospective investors, including logistics, briefing materials, and background research.
  • Attend internal and external meetings as needed, capturing action items and supporting timely execution.
  • Assist with investor‑focused marketing efforts such as conferences, seminars, and other sales initiatives.
• Research and knowledge development
  • Conduct research on markets, client segments, and business development themes to inform strategy and outreach.
  • Build and maintain a strong working knowledge of Hamilton Lane’s private markets solutions, structures, and strategies.
  • Learn and effectively use firm technology and tools to aggregate, analyze, and present information for client deliverables.

Required Qualifications

• Experience & Education
  • Approximately 4+ years of experience in financial services or a related finance role, with exposure to clients or external stakeholders.
  • Bachelor’s degree in finance, business, economics, or a related field, or equivalent practical experience.
• Technical & Analytical Skills
  • Solid understanding of investments and capital markets concepts.
  • Strong quantitative and analytical skills, including comfort with data analysis, numerical work, and problem solving.
  • Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint) and comfort learning new technology tools.
• Communication & Relationship Skills
  • Excellent written and verbal communication skills, with the ability to create clear, compelling client materials.
  • Confident presentation and interpersonal skills; able to interact professionally with clients, prospects, and colleagues at all levels.
  • Demonstrated ability to build strong working relationships and work effectively as part of a team.
• Work Approach & Personal Attributes
  • Strong work ethic, high integrity, and a client‑focused mindset.
  • Highly organized, with the ability to manage multiple projects and deadlines, often across time zones.
  • Self‑motivated, resourceful, and comfortable operating in a fast‑paced, agile, and sometimes ambiguous environment.
  • Willingness to learn, take feedback, and continuously develop professional knowledge and skills.
  • Ability to exercise discretion and maintain confidentiality.

Nice‑to‑have Qualifications

• Prior experience in investment management, private markets, or capital markets roles.
• Experience supporting fundraising, investor relations, or institutional client coverage.
• Familiarity with CRM systems and/or other sales and marketing tools.
• Advanced Excel skills (e.g., financial modeling, portfolio analytics) or experience with other analytical tools.
• Additional language skills relevant to key client markets.

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.

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.