Analyst Client Solutions

Hamilton Lane Inc.; Philadelphia (Philadelphia County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Healthcare benefits

Tuition reimbursement

Paid time off

Job summary

Hamilton Lane, a global leader in private markets, seeks a Client Solutions Analyst in Philadelphia to support client relationships through reporting, presentations, and data analysis. You will work with client solutions and relationship managers to deliver high-quality materials for institutional and wealth clients.

The role offers exposure to cross-functional teams, on-the-job learning, and formal training in private markets. A bachelor’s degree and 1–5 years of related experience are required.

Qualifications

• Bachelor’s degree or equivalent.
• 1–5 years of post-graduate experience in financial services, asset management, private markets, or related industry.
• Strong written and verbal communication tailored to different audiences.
• Demonstrated analytical and quantitative skills with comfort working with numerical data.
• Excellent organization and ability to manage multiple tasks in a fast-paced environment.
• Proficiency with Microsoft Office (Excel, PowerPoint, Word).

Responsibilities

• Client support and service: coordinate day-to-day client deliverables and meetings.
• Reporting and presentations: prepare recurring and ad-hoc client reports and materials.
• Data, analysis, and portfolio support: maintain client portfolio data and analyze activity.
• Cross-functional collaboration: work with internal teams to produce client materials and improve processes.

Skills

Written communication

Verbal communication

Analytical skills

Data analysis

Organizational skills

Team collaboration

Professionalism

Education

Bachelor’s degree

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

CRM tools

Job description

Analyst Client SolutionsSkip to main contentWe use cookies to improve user experience, and analyze web traffic. For those reasons, we may share your site usage with our analytics partners.### LEARN MORE#Analyst Client Solutions page is loaded## Analyst Client SolutionsApplylocations: PA Philadelphiatime type: Full timeposted on: Posted 6 Days Agojob requisition id: R002998Join 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.If you need a reasonable accommodation to complete your application, please contact Human Resources at [e-mail] 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.