Consultant Relations Analyst – Operations & Insights

HL002 Hamilton Lane Advisors, LLC; United States; On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Healthcare coverage

Mental health resources

Wellness Rewards Program

Tuition reimbursement

Adoption reimbursement

Job summary

Hamilton Lane Advisors, LLC is seeking a motivated Consultant Relations support professional to enable smooth interactions with investment consultants, manage communications, and uphold the firm’s reputation among partners. The role does not involve sales activities and emphasizes collaboration across internal teams.

Ideal candidates have 0-3 years in financial services, strong organizational and analytical skills, and proficiency with Microsoft Office.

Qualifications

• College degree (B.A., B.S., or B.B.A) required.
• 0-3 years’ experience in a related financial services role.
• Must be detail oriented and organized and able to handle multiple assignments.
• Experience supporting sales function, a plus.
• Excellent interpersonal, verbal and written communication skills.
• Strong quantitative/analytical skills.
• Must be proficient in Microsoft applications (Word, Excel, PowerPoint).

Responsibilities

• Coordinate and support all consultant-related meetings and communications, including preparing agendas, circulating materials, managing logistics, and tracking follow‑up actions.
• Maintain and update CRM systems with accurate, current information on consultants, meetings, interactions, organizational structures, and key actions or updates.
• Prepare detailed meeting summaries and ensure timely, high-quality reporting for consultants and clients, including quarterly, ad‑hoc, and portfolio/fund updates; proactively communicate key consultant developments to internal and global Client Solutions teams.
• Gather, compile, and provide data, documentation, and responses for consultant and client requests (including adhoc, due diligence, RFPs/DDQs/Consultant Updates) by collaborating with internal stakeholders and the RFP/Content Team.
• Support the implementation and project management of strategic initiatives to enhance Consultant Relations operations, such as technology integrations, process improvements, and data integrity initiatives.
• Maintain up‑to‑date knowledge of Hamilton Lane’s products, strategies, and market positioning to ensure accurate, value‑added communication with consultants and clients.
• Contribute to a range of HQ Client Solutions responsibilities, such as updating standard materials, coordinating on‑site activities, and advancing key strategic projects aligned with client solutions objectives.

Skills

Interpersonal communication

Verbal communication

Written communication

Quantitative analytics

Time management

Attention to detail

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

PowerPoint

CRM software

Job description

Hamilton Lane Advisors, LLC is seeking a motivated Consultant Relations support professional to enable smooth interactions with investment consultants, manage communications, and uphold the firm’s reputation among partners. The role does not involve sales activities and emphasizes collaboration across internal teams.

Ideal candidates have 0-3 years in financial services, strong organizational and analytical skills, and proficiency with Microsoft Office.