Senior Analyst, Valuation

Hamilton Lane; Philadelphia (Philadelphia County); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading company in Private Markets Investment is seeking a Senior Analyst, Valuations. The role involves overseeing the valuation of co-investment and credit portfolios, collaborating with teams, and preparing detailed analyses. Ideal candidates will have strong financial modelling skills and relevant experience.

Benefits

Healthcare coverage

Mental health resources

Tuition reimbursement

401k plan

Employee stock purchasing plan

Qualifications

• 2+ years of related business valuation or project management work experience.
• Previous audit or valuation experience in professional services/Big 4 Firm a plus.

Responsibilities

• Collaborate with internal deal teams to gather data for valuations.
• Prepare and present analyses to internal valuation committees.
• Design financial models for various analyses.

Skills

Financial modelling

Problem Solving

Education

Bachelor’s Degree

Master’s degree

Job description

Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.

What we do:

As a recognized leader in providing Private Markets Investment and Technology Solutions to clients across the globe, we manage approximately $134.9 billion in discretionary assets and have oversight of an additional $821.2 billion in non-discretionary assets as of December 31, 2024.

The Opportunity
As a Senior Analyst, Valuations at Hamilton Lane, you will join a team dedicated to overseeing the valuation of our co-investment and credit portfolio. In this role you will help create effective processes to manage the quarterly and monthly valuations of underlying portfolio companies.

Your responsibilities will be to:

• Collaborate with internal deal teams to gather data and information pertinent to the valuation of portfolio companies
• Manage multiple deadlines, both individually and for the team
• Prepare and present analyses and conclusions, including written reports, to internal valuation committees
• Work directly with external auditors on specific valuation related questions
• Design financial models for market multiple, market transaction, discounted cash flow and option pricing analyses for ad hoc projects
• Ensure consistency and quality of team output with a detail oriented outlook
• Periodically interface with external valuation providers
• Special projects as assigned

Your background will include:

• Bachelor’s Degree required
• 2+ years of related business valuation or project management work experience
• Financial modelling skills including experience building models from scratch
• Demonstrated record of solving complex problems and completing challenging projects
• Previous audit or valuation experience in professional services/Big 4 Firm a plus
• Master’s degree and/or achievement or progress towards a CFA a plus

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 program 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.

We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.

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.