Private Wealth Onboarding & Fund Operations Analyst

Hamilton Lane Incorporated; Conshohocken (Montgomery County); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Healthcare coverage

Tuition reimbursement

Retirement program

Job summary

A leading investment management firm located in Conshohocken is seeking an Analyst for Private Wealth Operations. This role involves overseeing client onboarding, supporting operations for Evergreen and Closed-end funds, and collaborating with various teams globally. The ideal candidate has 2-5 years of relevant operations experience, preferably in private markets, and possesses strong communication and Microsoft Office skills. A competitive salary and comprehensive benefits package are provided.

Qualifications

• 2-5 years of operations experience in investment management or financial services.
• Experience in private markets is preferred.
• Exposure to alternative funds and evergreen experience is a plus.

Responsibilities

• Support and oversee fund operations of Evergreen and Closed-end funds.
• Monitor onboarding of new investor accounts.
• Liaise with internal and external stakeholders globally.

Skills

Operations experience

Verbal and written communication skills

Microsoft Office

Attention to detail

Entrepreneurial spirit

Education

Undergraduate degree

Tools

Advanced Excel

Job description

A leading investment management firm located in Conshohocken is seeking an Analyst for Private Wealth Operations. This role involves overseeing client onboarding, supporting operations for Evergreen and Closed-end funds, and collaborating with various teams globally. The ideal candidate has 2-5 years of relevant operations experience, preferably in private markets, and possesses strong communication and Microsoft Office skills. A competitive salary and comprehensive benefits package are provided.