Associate, Operational Due Diligence

HL002 Hamilton Lane Advisors, LLC; United States; On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Health Insurance

Tuition/Certification reimbursement

Volunteer time off

Employee stock purchase plan

Job summary

Hamilton Lane Advisors, LLC is seeking an Operational Due Diligence professional to join our team. You will perform and document comprehensive due diligence on private equity managers, assess controls and infrastructure, and prepare detailed reports supporting investment decisions.

Ideal candidates will have a Bachelor’s degree, 1–5 years of experience in finance, and strong communication skills. Travel up to 5% is required; CPA/CAIA/CFA credentials are a plus.

Qualifications

• Bachelor’s Degree required; 1–5 years experience; title commensurate with experience.
• Knowledge of private equity, hedge funds and asset management industries.
• CPA/CAIA/CFA or pursuing is a plus.
• Strong communication skills and ability to interact with senior management.
• Proficiency with MS Office suite (Word, Excel, PowerPoint).

Responsibilities

• Perform initial and ongoing operational due diligence reviews of private equity investment managers.
• Evaluate organization, accounting/valuation, regulatory compliance, and infrastructure of managers.
• Conduct on-site due diligence meetings with senior management (CFOs, COOs, CCOs).
• Prepare comprehensive written reports on operational environments of investments.
• Monitor investments via audited statements, activity reports and Form ADV filings.
• Stay informed on market developments, regulatory matters affecting managers.
• Collaborate within a team to ensure timely delivery of reports.

Skills

Private equity knowledge

Financial services experience

Analytical skills

Verbal and written communication

Detail-oriented

Education

Bachelor’s Degree

Tools

MS Office

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: Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.

The Operational Due Diligence team at Hamilton Lane performs comprehensive operational and back‑office reviews of private market investment managers that the firm is considering for its client portfolios. In this role, you will play an integral role in ongoing due diligence, risk mitigation, and monitoring of investment managers, including ensuring compliance with industry best practices, regulatory requirements, and limited partnership agreements. You will be instrumental in helping to continue building out the function and enhancing the group’s various approaches to assessing and monitoring.

Your responsibilities will be to:

• Perform initial and ongoing operational due diligence reviews of private equity investment managers
• Evaluate the overall quality of private equity investment managers’ organization, accounting/valuation, regulatory compliance, and infrastructure to identify issues relevant to Hamilton Lanes’ overall investment decisions
• Prepare and conduct in-depth, on‑site due diligence meetings with senior management (e.g., CFOs, COOs, CCOs, and other support staff) of private equity managers to further evaluate operational‑related risks
• Prepare comprehensive written reports containing information and analysis related to the operational environment of potential investments
• Perform ongoing monitoring of investments, including analyzing private equity fund audited financial statements, investment activity reports, Form ADV filings, and other publicly available information
• Keeping informed of market developments, industry trends, and regulatory matters that could impact private equity managers
• Developing market intelligence and industry best practices by liaising with private equity fund managers, fund administrators, and auditors to identify possible process enhancement
• Work within a collaborative team structure to ensure accuracy and timely delivery of operational due diligence reports

Your background will include: Must-haves: Bachelor’s Degree 1-5 years of experience; title commensurate with experience Knowledge of the private equity, hedge fund, and asset management industry Experience working in the finance, accounting, or financial service industry CPA, CAIA, and/or CFA (or working towards obtaining) a plus Strong verbal and written communication skills Ability to communicate effectively with senior-level management Detail-oriented, organized, and strong analytical skills Interest and ability to work collaboratively in a team environment Proficient with MS Office (Word, Excel, Power Point) Flexibility to travel up to 5%

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].

We're a firm that takes our responsibility of helping clients reach their investment objectives seriously. But we're also a group that appreciates 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 employee’s 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.