Senior Associate, Treasury Operations

HL002 Hamilton Lane Advisors, LLC; Erwinna (PA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive health and wellness benefits

Tuition reimbursement programs

Paid volunteer time

Job summary

HL002 Hamilton Lane Advisors, LLC in Pennsylvania is seeking a Senior Associate for their Treasury Operations team. This role involves managing daily treasury activities, ensuring compliance, and mentoring junior staff. Ideal candidates should have 4–6 years of experience in treasury operations, a Bachelor’s degree, and strong Excel skills.

The position offers competitive health benefits, tuition reimbursement, and contributions to retirement programs, aiming to support employee development and well-being.

Qualifications

• 4–6 years of experience in treasury operations, banking, or financial services.
• Excellent organizational, analytical, and communication skills.
• Ability to manage multiple priorities in a deadline-driven environment.

Responsibilities

• Manage daily cash positioning and liquidity across multiple bank accounts.
• Serve as the primary contact for banking partners to ensure timely processes.
• Support the set-up and maintenance of bank accounts and documentation.

Skills

Microsoft Excel proficiency

Organizational skills

Analytical skills

Communication skills

Attention to detail

Education

Bachelor’s degree (B.A., B.S., or B.B.A.)

Tools

Treasury management systems (e.g., Kyriba, Hazeltree)

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 partners, giving you the platform to enrich lives, safeguard futures and grow your career.

Opportunity

Hamilton Lane is seeking a Senior Associate to join our Treasury Operations team. The role is responsible for managing daily treasury activities, maintaining strong relationships with banking partners, ensuring compliance with internal controls, and providing oversight and mentorship to junior team members.

Responsibilities

• Manage daily cash positioning and liquidity across multiple bank accounts and entities.
• Coordinate with internal stakeholders (Fund Accounting, Legal, Operations, and Deal Teams) to support funding, capital activity, and cash movement needs.
• Serve as the primary point of contact for banking partners, ensuring timely execution of wires, FX trades, and account administration.
• Monitor and reconcile treasury inboxes and systems to ensure timely processing of transactions and inquiries.
• Support the set‑up and maintenance of bank accounts, signatories, and documentation.
• Ensure adherence to internal treasury policies, procedures, and approval workflows.
• Maintain accurate records and audit trails for all treasury transactions and activities.
• Lead periodic internal reviews of treasury processes and documentation to ensure compliance with internal controls and external regulations.
• Partner with internal audit and compliance teams to support audits and regulatory reviews.
• Support the implementation and enhancement of treasury technology platforms and tools.
• Identify opportunities to streamline workflows and improve data accuracy and reporting.
• Assist in the development and documentation of standard operating procedures (SOPs).
• Provide oversight and quality control for work performed by analysts and junior associates.
• Review and approve key deliverables, ensuring accuracy and consistency.
• Mentor junior team members and support their professional development.
• Assist in onboarding and training of new hires.
• Prepare and deliver treasury reports and dashboards for internal stakeholders and leadership.
• Communicate proactively with internal teams to ensure alignment on cash needs, funding timelines, and treasury‑related initiatives.

Qualifications

Must-Haves

• 4–6 years of experience in treasury operations, banking, or financial services.
• Bachelor’s degree (B.A., B.S., or B.B.A.).
• Strong proficiency in Microsoft Excel and other Office applications.
• Excellent organizational, analytical, and communication skills.
• Experience managing multiple priorities in a deadline‑driven environment.
• High attention to detail and accountability.
• Experience working both independently and collaboratively.

Nice-to-Haves

• Experience with treasury management systems (e.g., Kyriba, Hazeltree).
• Familiarity with banking portals, SWIFT, and payment processing.
• Exposure to FX transactions, cash forecasting, and liquidity planning.
• Experience with internal audits, compliance reviews, or regulatory reporting.
• Knowledge of fund structures and capital activity workflows.

Travel Requirements

Minimal to none.

Benefits

• Competitive health and wellness benefits, including healthcare coverage, mental health resources, and fitness reimbursement.
• Tuition and certification reimbursement programs, plus ongoing professional development training.
• Paid volunteer time, adoption reimbursement, and paid leave for new parents and newlyweds.
• Retirement program contributions and an employee stock purchasing plan.

EEO Statement

Hamilton Lane is an affirmative action‑equal opportunity employer. All qualified applicants will be considered for employment without regard to 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]. 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.