Senior Associate, Portfolio Management Group - Quantitative Research and Strategy
Hamilton Lane
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Benefits offered by this job
Job summary
Qualifications
- At least 5 years of experience in financial services, consulting, or data analytics.
- Proficient in Excel for financial data analysis.
- Experience with statistical programming languages is a plus.
Responsibilities
- Advise clients on portfolio analysis and performance assessment.
- Create portfolio proposals and strategy recommendations.
- Develop and enhance portfolio models and analytical tools.
Skills
Education
Tools
Job description
Join to apply for the Senior Associate, Portfolio Management Group role at Hamilton Lane.
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.
We are seeking a Senior Associate to join our Portfolio Management Group (PMG), specializing in Strategy and Research.
The Portfolio Management Group oversees discretionary portfolios from initial proposals to portfolio construction and eventual winddown, sitting at the crossroads of sales, investments, and operations to help ensure thoughtful portfolio development and execution. PMG is highly analytical and leverages expertise in private markets, statistics, econometrics, and data science. Those specifically focused on the PMG Strategy and Research function specialize in working with our market data sets to answer questions, interacting with clients and prospects to propose asset allocation guidance and to contribute to our research content.
In this role you will have the opportunity to grow your responsibilities with PMG over time to include participation in Investment Placement, Implementation and Oversight or Performance Analytics depending on team needs and the candidate’s desires to expand their remit.
- Advising global clients on portfolio analysis, private markets asset allocation, and performance assessment.
- Engaging with Client Solutions to create portfolio proposals and strategy recommendations for customized separate account clients, aligned with Hamilton Lane’s best practices.
- Developing and enhancing portfolio models (cash flow forecasting, pacing, optimization) and analytical tools for performance analysis and attribution.
- Working with investment team leadership and senior executives to establish and continually improve the firm’s portfolio construction framework.
- Conceptualizing and authoring research papers and presentations on topics of client interest utilizing Hamilton Lane’s proprietary datasets.
- Responding to client questions and producing analyses on the private markets industry.
- Reviewing and summarizing third-party reports, news, and academic research related to private markets.
- Training, mentoring, and supervising junior PMG analysts; leading firmwide training sessions on portfolio construction topics.
- Enhancing and maintaining the firm’s proprietary private markets datasets.
- Partnering with the Technology Solutions team to enhance, develop, and test features and services for Hamilton Lane’s financial technology offerings.
- Advising internal stakeholders on data-related projects and initiatives.
- At least 5 years of experience in financial services, consulting, or data analytics. Experience with private markets or alternative assets preferred.
- Demonstrated ability to develop creative solutions to unstructured problems.
- A solid understanding of quantitative financial concepts such as performance calculations, risk analysis, valuation, portfolio optimization, and statistical analysis.
- Proficiency in analyzing and modeling financial data using Excel.
- Experience with statistical programming languages (e.g., R, Stata, Matlab, Python, VBA) and/or data visualization tools (e.g., Tableau, Qlikview, PowerBI) is a plus.
- Experience leading small teams and training junior analysts.
- Direct experience working with clients, senior executives, and stakeholders on complex topics.
- Strong verbal and written communication skills.
- Must be eligible to work in the United States without requiring sponsorship.
Hamilton Lane’s 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.
Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
Tuition and certification reimbursement program are available along with continual education and development trainings for you to grow with Hamilton Lane.
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.
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 humanresources@hamiltonlane.com.
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.
- Mid-Senior level
- Full-time
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