Analyst Client Solutions

Hamilton Lane; Pennsylvania; On-site; USD 65,000 - 105,000; Full time

Benefits offered by this job

Healthcare coverage

Tuition reimbursement

Paid volunteer leave

Retirement plan

Employee stock purchase plan

Job summary

Hamilton Lane is seeking a Client Solutions Analyst to support client relationship and business development efforts across private markets strategies. You will deliver high-quality reporting, presentations, analyses, and materials for clients, working with client solutions and relationship managers to meet needs.

The role offers exposure to institutional and wealth clients, collaboration across investment and operations teams, and on‑the‑job learning with formal training to deepen knowledge of

Qualifications

• Bachelor's degree or equivalent in a relevant field.
• 1–5 years of post-graduate experience in financial services, asset management, private markets or related area.
• Strong written and verbal communication skills with the ability to tailor information for different audiences.
• Demonstrated analytical and quantitative skills with comfort working with numerical data and reports.
• Proven organization and attention to detail with ability to manage multiple tasks and deadlines.

Responsibilities

• Support client solutions and relationship managers with day-to-day deliverables and projects.
• Prepare recurring and ad-hoc client reports, exhibits, and templates from internal data.
• Maintain and validate client portfolios, activities, and pipelines in internal systems.

Skills

Strong communication

Analytical mindset

Attention to detail

Team collaboration

Microsoft Office proficiency

Education

Bachelor's degree

1–5 years experience in financial services or related field

Tools

CRM

Data visualization tools

Excel

PowerPoint

Word

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 Client Solutions Analyst supports Hamilton Lane’s client relationship and business development efforts across private markets strategies. In this role, you will work closely with client solutions and relationship managers to deliver high‑quality reporting, presentations, analyses, and other materials that help clients build and manage their private markets portfolios. This role offers exposure to institutional and wealth clients, cross‑functional collaboration with investment and operations teams, and the opportunity to develop deep knowledge of private markets through on‑the‑job learning and formal training.

Responsibilities

• Client support and service
  • Partner with client solutions and relationship managers on day‑to‑day client deliverables and special projects.
  • Help coordinate client and prospect meetings, including preparing materials, tracking follow‑ups, and documenting key outcomes.
  • Respond to client questions and ad‑hoc requests in a timely and professional manner, escalating where appropriate.
• Reporting and presentations
  • Prepare recurring and ad‑hoc client reports, exhibits, and templates using data from internal systems.
  • Assist in the creation and refinement of presentation materials for client reviews, prospects, and internal discussions.
  • Contribute to RFPs and other marketing or sales support documents as needed.
• Data, analysis, and portfolio support
  • Maintain accurate information on client portfolios, activities, and pipeline in internal systems and tools.
  • Aggregate and analyze data related to client mandates, portfolios, fundraising, and business development activities.
  • Review and validate portfolio or client‑level information (e.g., reports, statements, analytics) to ensure consistency and quality.
• Cross‑functional collaboration and process support
  • Work with internal teams (such as investment, portfolio management, legal, research, reporting, and operations) to gather inputs for client materials.
  • Learn and effectively use Hamilton Lane technology tools and data resources to support efficient production of client deliverables.
  • Contribute to continuous improvement of client solutions processes, tools, and templates.

Required qualifications

• Bachelor’s degree (B.A., B.S., B.B.A. or equivalent).
• 1–5 years of post‑graduate experience in financial services, asset management, private markets, or a closely related industry.
• Strong written and verbal communication skills , with the ability to tailor information for different audiences.
• Demonstrated analytical and quantitative skills , including comfort working with numerical data and reports.
• Proven organization and attention to detail , with the ability to manage multiple tasks and deadlines in a fast‑paced, deadline‑driven environment.
• Proficiency with Microsoft Office , particularly Excel, PowerPoint, and Word (Outlook a plus).
• Ability to work collaboratively in a team environment , including with colleagues in other offices and time zones.
• High degree of professionalism, discretion, and integrity in handling confidential information.
• Demonstrated client‑service orientation and willingness to take ownership of deliverables.

Nice‑to‑have qualifications

• Experience specifically in private markets/private equity, private credit, or private wealth.
• Familiarity with portfolio reporting, performance measurement, or financial statement review.
• Experience using CRM, reporting, or data visualization tools to track activities and prepare materials.
• Exposure to RFPs, due diligence questionnaires, or institutional sales/consultant interactions.
• Additional language skills supporting client or prospect interactions in specific regions.
• Evidence of a proactive, resourceful, and entrepreneurial mindset , including comfort working independently while knowing when to seek guidance.

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 affirmative action‑equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.

Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via‑email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.