Associate, Product, Direct Credit

Hamilton Lane; Conshohocken (Montgomery County); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Healthcare coverage

Mental health resources

Wellness rewards program

Tuition reimbursement

Volunteer time off

Adoption reimbursement

PTO for new parents and newlyweds

Employee stock purchase plan

Retirement contributions

Job summary

Hamilton Lane, a global leader in private markets, is seeking an Associate to join the Global Client Solutions Team within the Direct Credit Product Team. You will support product operations, fundraising efforts, and investor relations, reviewing work by junior analysts and serving as a resource for inbound inquiries from investors and prospects.

The role requires a 4‑year degree (or equivalent), 3+ years in financial services, and proficiency with Microsoft Office.

Qualifications

• 4 Year/Bachelor’s degree or equivalent work experience (4 years of experience in lieu of Bachelor’s) (Minimum Required)
• 3+ years of work experience in the financial services industry, preferably within product marketing or management
• Must be proficient in Microsoft applications (Word, Excel, PowerPoint)
• Ability to work with others in a team environment
• Highly motivated and organized, detail oriented
• Excellent written and verbal communication skills
• Comfortable managing up across multiple senior members of the team
• Ability to manage through dynamic workload and leverage resources to meet deadlines
• Understanding of project/process management in leveraging both junior and senior resources to complete projects and tasks
• Proactively identify challenges and work within the team to find solutions
• Demonstrated success participating in cross‑functional projects

Responsibilities

• Support the execution of product management and marketing strategies, serving as primary resource for senior product team members.
• Work with Global Client Solutions sales leads and supporting teams in completing and reviewing RFPs, DDQs, and related due diligence documents in support of new business opportunities.
• Assist the sales team in creating and reviewing prospect‑specific materials for due diligence sessions and pitch meetings.
• Responsible for regular updates and maintenance of standard product marketing materials, including pitchbooks, fact sheets, and platform decks.
• Work with senior team members to update the RFP response database and coordinate across teams to support completion of RFPs and questionnaires.
• Support new products that are transitioning from the development stage to launch.
• Work with analysts to provide responses for investor inquiries, escalating complex questions to senior team members as necessary.
• Review analyst work for recurring reporting documents and investor deliverables.
• Contribute to the training and onboarding of team analysts.
• Key resource for team and department projects in collaboration with team members and other departments.

Skills

Microsoft Office

Team collaboration

Communication

Education

Bachelor’s degree

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

As part of Hamilton Lane’s Global Client Solutions Team, the Product Team is responsible for the management and execution of all aspects of our investment programs across our investment platforms, including managing products and assisting with investor relations across the globe. Within the Direct Credit Product Team, the Associate will support product operations, fundraising efforts, and relationship maintenance for our products and solutions. The candidate will review work done by team analysts and will serve as a resource for handling inbound ad hoc requests from investors and prospects.

The successful candidate must be highly motivated, able to communicate effectively and operate in a cooperative and deadline‑driven environment where priorities often change.

Your Responsibilities Will Be To

• Support the execution of product management and marketing strategies, serving as primary resource for senior product team members.
• Work with Global Client Solutions sales leads and supporting teams in completing and reviewing RFPs, DDQs, and related due diligence documents in support of new business opportunities.
• Assist the sales team in creating and reviewing prospect‑specific materials for due diligence sessions and pitch meetings.
• Responsible for regular updates and maintenance of standard product marketing materials, including pitchbooks, fact sheets, and platform decks.
• Work with senior team members to update the RFP response database and coordinate across teams to support completion of RFPs and questionnaires.
• Support new products that are transitioning from the development stage to launch.
• Work with analysts to provide responses for investor inquiries, escalating complex questions to senior team members as necessary.
• Review analyst work for recurring reporting documents and investor deliverables.
• Contribute to the training and onboarding of team analysts.
• Key resource for team and department projects in collaboration with team members and other departments.

Your Background Will Include

• 4 Year/Bachelor’s degree or equivalent work experience (4 years of experience in lieu of Bachelor’s) (Minimum Required)
• 3+ years of work experience in the financial services industry, preferably within product marketing or management
• Must be proficient in Microsoft applications (Word, Excel, PowerPoint)
• Ability to work with others in a team environment.
• Highly motivated and organized, detail oriented.
• Excellent written and verbal communication skills.
• Comfortable managing up across multiple senior members of the team.
• Ability to manage through dynamic workload and leverage resources to meet deadlines.
• Understanding of project/process management in leveraging both junior and senior resources to complete projects and tasks.
• Proactively identify challenges and work within the team to find solutions.
• Demonstrated success participating in cross‑functional projects.

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 families, 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].

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.