Principal, Syndication Manager

Hamilton Lane; Conshohocken, Northern (Montgomery County, KY); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Healthcare coverage

Mental health resources

Wellness rewards program

Tuition reimbursement

Volunteer time off

Retirement plan

Employee stock purchase plan

Job summary

Hamilton Lane, a global leader in private markets, seeks a Syndication Manager to oversee end-to-end syndication from pipeline to close. You will coordinate across deal teams, product specialists, sales coverage, legal, and operations to deliver a seamless investor experience.

The role requires deep experience in private markets, strong analytical and organizational skills, and excellence in written and verbal communication to manage complex transactions with senior investors.

Qualifications

• Bachelor’s degree required; advanced degree or professional designation preferred.
• 15+ years of relevant experience in private markets or related field.
• Experience coordinating across product, investment, distribution, legal, operations and other teams.

Responsibilities

• Lead end-to-end syndication process from pipeline to closing.
• Coordinate across deal teams, product specialists, sales coverage, legal and operations.
• Develop transaction timelines, milestones, and workstreams; define responsibilities.
• Serve as primary internal coordination point; manage investor interactions.
• Maintain data rooms, materials, and version control; track diligence questions.
• Build scalable syndication procedures, templates, and controls.
• Support allocation decisions balancing investor relationships and objectives.

Skills

Analytical skills

Organizational skills

Written & verbal communication

Cross-functional collaboration

CRM proficiency

Education

Bachelor’s degree

Advanced degree preferred

Tools

CRM systems

Data rooms

Workflow management tools

Investor data platforms

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

Hamilton Lane is seeking a Syndication Manager to help build and lead a scalable, centralized syndication function. This role will be responsible for coordinating the end-to-end execution of syndication opportunities and serving as the central point of coordination across deal teams, product specialists, sales coverage, legal, operations, and investors. The successful candidate will be highly organized, process-oriented, and execution-driven professional with a strong focus on relationship management. Proven ability to coordinate complex transactions, streamline workflows, and collaborate effectively with internal and external stakeholders to deliver successful syndication outcomes. This is an opportunity to establish a foundational capability and help shape how Hamilton Lane delivers a consistent, efficient, and differentiated syndication experience.

Position Summary

The Syndication Manager will lead the end-to-end execution of syndication opportunities from early pipeline engagement through investor targeting, diligence, allocation, documentation, funding, and closing. The role will act as the “quarterback” for each transaction, ensuring that processes are well defined, communications are coordinated, materials are complete, and investors receive a seamless experience. Syndication responsibilities will span the firm's core investment verticals, including Secondaries, Credit, Infrastructure, Direct Equity, and Venture Capital. The Syndication Manager will work closely with product specialists and regional sales teams to understand investor preferences, identify appropriate opportunities, build demand, and support successful placement of deals. The role will also establish and maintain the data, processes, and relationship intelligence needed to scale the function over time.

Key Responsibilities

• Lead the end-to-end syndication process
• Engage early with deal teams as opportunities become actionable, including during earlier pipeline stages where appropriate.
• Develop and manage transaction timelines, milestones, workstreams, and stakeholder responsibilities.
• Coordinate the syndication process across deal teams, product specialists, sales coverage, legal, operations, and other internal partners.
• Serve as the primary internal point of coordination and the face of syndication for relevant external investor interactions.
• Identify process risks, resolve issues, and elevate matters requiring senior investment, legal, or operational input.
• Drive execution discipline, consistency, and continuous improvement across transactions.
• Manage investor targeting and book-building
• Partner with product specialists and regional coverage teams to develop targeted investor lists for each opportunity.
• Evaluate investor fit based on strategy, mandate, transaction preferences, historical engagement, expected capacity, relationship priorities, and execution reliability.
• Build and manage demand, including appropriate levels of “shadow demand” to account for late-stage changes or investor attrition.
• Support thoughtful allocation decisions that balance investor relationships, strategic priorities, regional and channel considerations, risk management, and transaction objectives.
• Communicate allocation decisions clearly and professionally, including when requested allocations must be adjusted.
• Coordinate investor communications and diligence
• Organize and lead deal launch calls, webinars, and other investor communications alongside the relevant platform specialist/deal team.
• Coordinate preparation and distribution of transaction materials and ensure that communications are accurate, timely, and appropriately tailored.
• Solicit, consolidate, and prioritize investor questions in advance of diligence calls.
• Manage group diligence sessions, follow-up Q&A, and targeted one‑on‑one discussions as appropriate.
• Respond directly to routine diligence questions and engage deal teams for deeper thesis discussions or matters requiring specialized expertise.
• Ensure that relevant calls and Q&A sessions are documented and made available to investors through the appropriate data room or other approved channels.
• Oversee data rooms, documentation, and closing execution
• Establish and maintain a well‑organized data room for each syndication opportunity.
• Coordinate data room access, materials, updates, diligence requests, and version control.
• Manage the flow of information and follow-ups through the investor decision‑making process.
• Coordinate investor approval processes, subscription documentation, legal deliverables, and operational requirements.
• Partner with legal, operations, and other internal stakeholders to support funding mechanics and a successful close.
• Maintain a clear record of transaction status, outstanding items, decisions, and next steps.
• Build and maintain investor intelligence
• Create and maintain an “LP Bible” for each relevant investor platform or relationship.
• Track investor preferences, mandate characteristics, deal types of interest, opportunities shown, timing, responses, sizing, performance of shown opportunities, reasons for declining, and historical success rates.
• Use investor‑level data and relationship context to improve targeting, timing, communication, and allocation decisions.
• Develop reporting and feedback mechanisms that help measure process consistency, investor engagement, demand, placement outcomes, and areas for improvement.
• Partner with product specialists and sales coverage teams to keep investor intelligence current and actionable.
• Establish a scalable function
• Help design and implement standardized syndication procedures, templates, controls, and service‑level expectations.
• Identify opportunities to streamline execution and reduce unnecessary burden on deal teams while preserving appropriate investor access to deal leadership.
• Develop repeatable approaches for deal launch, diligence, Q&A, allocation, closing, and post‑deal review.
• Gather feedback from investors, deal teams, product specialists, sales coverage, legal, and operations to improve the syndication model.
• Contribute to the future build‑out of the syndication team, systems, and operating model.

Qualifications and Experience

Bachelor’s degree required; advanced degree or relevant professional designation preferred. 15+ years of relevant experience in private markets, investment banking, capital markets, investor relations, syndication, or a related field. Demonstrated experience managing complex transactions or investor processes from inception through closing. Strong understanding of private markets and the needs of institutional investors, including investment committee, diligence, documentation, and funding processes. Experience working across product, investment, distribution, legal, operations, and other cross‑functional teams. Proven ability to build trusted relationships with senior investors, investment professionals, and internal stakeholders. Strong analytical and organizational skills, with the ability to manage multiple opportunities and tight timelines simultaneously. Excellent written and verbal communication skills, including the ability to lead investor calls and communicate clearly in high‑pressure situations. High level of judgment, discretion, responsiveness, and attention to detail. Proficiency with Microsoft Office and familiarity with CRM, investor‑data, data‑room, or workflow‑management tools.

Preferred Qualifications

• Direct experience with co-investment, syndication, secondaries, private equity, private credit, infrastructure, venture, or other private‑market transactions.
• Experience developing investor segmentation, tiering, targeting, or allocation frameworks.
• Experience building new processes, functions, or teams in a growing organization.
• Familiarity with investor data management and the use of relationship intelligence to inform business decisions.

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].

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.

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.