Operational Due Diligence Associate - Private Markets

Hamilton Lane; Conshohocken, Northern (Montgomery County, KY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Healthcare coverage

Tuition reimbursement

Paid time off

Employee stock purchasing plan

Wellness programs

Job summary

Hamilton Lane is seeking an Analyst for the Operational Due Diligence team to perform initial and ongoing reviews of private equity managers. You will evaluate governance, accounting/valuation, and regulatory compliance, and conduct on-site meetings with senior management to assess operational risks.

You will also prepare written analysis, monitor investments, and stay current on market developments and regulatory matters. This role requires collaboration within a team and travel up to 5%.

Qualifications

• Must-have: Bachelor’s Degree and 1-5 years of experience; title commensurate with experience.
• Knowledge of the private equity, hedge fund, and asset management industry.
• Experience in the finance, accounting, or financial services industry.
• CPA, CAIA, and/or CFA (or pursuing) is a plus.
• Strong verbal and written communication skills.
• Detail-oriented, organized, and strong analytical skills.
• Proficient with MS Office (Word, Excel, PowerPoint).
• Travel up to 5%.

Responsibilities

• Perform initial and ongoing operational due diligence reviews of private equity investment managers.
• Evaluate the overall quality of managers’ organization, accounting/valuation, regulatory compliance, and infrastructure.
• Prepare and conduct in-depth on-site due diligence meetings with senior management (e.g., CFOs, COOs, CCOs).
• Prepare comprehensive written reports with analysis of the operational environment of potential investments.
• Perform ongoing monitoring of investments (audited financials, activity reports, Form ADV).
• Keep informed of market developments, industry trends, and regulatory matters affecting private equity managers.
• Develop market intelligence and best practices by liaising with managers, fund administrators, and auditors.
• Work within a collaborative team to ensure timely delivery of due diligence reports.

Skills

Verbal & written communication

Analytical skills

Attention to detail

MS Office

Team collaboration

Education

Bachelor's Degree

Tools

Excel

PowerPoint

Job description

Hamilton Lane is seeking an Analyst for the Operational Due Diligence team to perform initial and ongoing reviews of private equity managers. You will evaluate governance, accounting/valuation, and regulatory compliance, and conduct on-site meetings with senior management to assess operational risks.

You will also prepare written analysis, monitor investments, and stay current on market developments and regulatory matters. This role requires collaboration within a team and travel up to 5%.