Analyst, Portfolio Management Group

InforCapital; Northern (KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health coverage & wellness programs

Tuition & certification reimbursement

Volunteer time off & charitable giving

Job summary

Hamilton Lane is seeking an Analyst to join the Portfolio Management Group in the US. You will contribute to end-to-end portfolio design, implementation and governance, ensuring alignment with client objectives and regulatory standards.

You will support investment execution workflows, monitor mandates across systems, prepare materials for audits, and enhance reporting with Excel and Power BI. A collaborative, detail-driven professional who thrives in a fast-paced setting will excel.

Qualifications

• Bachelor’s degree; 3.3+ GPA preferred in quantitative fields.
• Familiarity with private markets and strong interest in portfolio management.
• Solid understanding of IRR/MOIC, NAV, commitment vs deployed, exposure.
• Strong Excel skills; Power BI or similar analytics tools a plus.
• High attention to detail; able to manage multiple workstreams and deadlines.
• Strong verbal and written communication; able to summarize complex info.
• Willingness to work 50+ hours/week in a fast-paced environment.

Responsibilities

• Support end-to-end investment execution workflows across asset classes by coordinating across functions and escalating issues as needed
• Monitor portfolio mandates, guidelines and restrictions in internal systems and ensure accuracy across tools and processes
• Assist in preparing materials for audits, regulatory reviews, and oversight requests with data and documentation
• Support PMG technology products by managing internal requests, validating data quality, and supporting maintenance
• Help maintain standard operating procedures, checklists, and controls for portfolio implementation and oversight
• Build and maintain reporting and analytics in Excel and Power BI revealing portfolio activity and metrics
• Contribute to continuous process improvements and test new workflows

Skills

Strong Excel skills

Power BI interest

Verbal communication

Written communication

Team-oriented

Attention to detail

Multi-tasking

Work ethic

Education

Bachelor’s degree; 3.3+ GPA preferred

Tools

Excel

Power BI

Job description

Join Hamilton Lane, a global leader in private markets, as we scale to meet the demands of our growing client base. Here, youâll work with ambitious, highâperforming 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 Portfolio Management Group (PMG) is responsible for the endâtoâend design, construction and management of Hamilton Laneâs discretionary portfolios, from initial proposal through implementation, ongoing monitoring and eventual windâdown. Sitting at the intersection of client solutions, investments and operations, PMG translates client objectives into actionable portfolio strategies, manages pacing and portfolio construction, and oversees the analytics, governance and processes that ensure portfolios remain aligned with client objectives, risk parameters and mandate constraints as they evolve. The team combines deep private markets expertise with rigorous data and portfolio analysis to deliver scalable, repeatable portfolio solutions aligned with client goals. We are seeking an Analyst to join PMG within the Portfolio Implementation & Oversight vertical. This function serves as the operational and governance backbone of portfolio managementâdesigning and refining the frameworks, processes and controls that ensure portfolio decisions are implemented consistently, efficiently and in alignment with client objectives, regulatory requirements and Hamilton Laneâs fiduciary standards.

Your responsibilities will include:

• Support end-to-end investment execution workflows across asset classes by coordinating across functions and escalating issues as needed
• Monitor portfolio mandates, guidelines and restrictions in internal systems and help ensure accuracy across downstream tools, controls and processes
• Assist in preparing materials for audits, regulatory reviews, and oversight requests, including gathering data, documentation, and process descriptions
• Support key PMG technology products by managing internal requests, validating data quality, and supporting ongoing maintenance and enhancement
• Help maintain and enhance standard operating procedures, checklists, and controls that govern portfolio implementation and oversight.
• Build and maintain reporting and analytics (primarily in Excel and Power BI) that provide transparency into PMG processes, portfolio activity and key metrics
• Contribute to continuous process improvement efforts, identifying inefficiencies, proposing enhancements, and helping to test and roll out new workflows

Your background and skills will include:

• Bachelorâs degree; quantitative, finance, economics, or related disciplines a plus; 3.3+ GPA preferred.
• Familiarity with private markets (private equity, private credit, real assets and/or secondaries) and strong interest in portfolio management.
• Solid understanding of core financial concepts and calculations (e.g., IRR/MOIC, NAV, commitment vs. deployed, exposure).
• Strong Excel skills (pivot tables, lookups, basic modeling); interest in or exposure to Power BI or similar analytics tools is a plus.
• High attention to detail and comfort managing multiple workstreams and deadlines across a portfolio lifecycle.
• Strong verbal and written communication skills, including the ability to summarize complex information clearly.
• Demonstrated work ethic and professional demeanor, with willingness to own tasks and follow them through to completion.
• Teamâoriented mindset and ability to work productively across multiple verticals (investments, operations, technology, client coverage).
• Willingness to work 50+ hours per week in a fastâpaced, transactionâdriven environment.

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, colour, 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].

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.

We're a firm that takes our responsibility of helping clients reach their investment objectives seriously. But we also appreciate a healthy dose of wit and sarcasm, as well as a company that recognizes the value of infusing joy into what we do every day. There's a genuine spirit of collaboration and camaraderie here, and an unwavering commitment to doing right by our clients and by one another. We believe we have some of the most committed, intelligent and innovative professionals in the industry. They also happen to be pretty nice people who genuinely enjoy working with one another. So we have that going for us, which is nice.

As an employer who participates in the federal E-Verify program, Hamilton Lane will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each employeeâs Form I-9 to confirm work authorization. If the Government cannot confirm that you are authorized to work, the Company is required to provide you written instructions and an opportunity to contact SSA and/or DHS, so that you can resolve any discrepancies directly with the federal agency.