Sr. Analyst, Consultant Relations

Growth Equity Interview Guide; Conshohocken (Montgomery County); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Healthcare coverage

Tuition and certification reimburse•

Volunteer time off

Adoption reimbursement

Retirement plan contributions

Employee stock purchase plan

Job summary

Hamilton Lane is seeking a Sr. Analyst in Consultant Relations to support consultant interactions and ensure smooth operations within the team.

You will coordinate meetings, maintain CRM data, and prepare reports for consultants and clients, helping drive data-driven insights for private markets clients. The role requires a college degree and 0–3 years in financial services, with strong communication and analytical skills.

Qualifications

• > College degree (B.A., B.S., or B.B.A)
• > 0–3 years’ experience in a related financial services role
• > Detail-oriented and organized
• > Excellent interpersonal, verbal, and written communication skills
• > Strong quantitative and analytical skills
• > Proficient in Microsoft applications (Word, Excel, PowerPoint)

Responsibilities

• Coordinate and support consultant meetings and communications
• Maintain and update CRM systems with consultant information
• Prepare detailed meeting summaries and reports for consultants and clients
• Gather and provide data for consultant and client requests
• Support strategic initiatives to enhance Consultant Relations operations
• Stay updated on Hamilton Lane’s products and market positioning

Skills

Detail-oriented

Interpersonal communication

Written communication

Analytical skills

Quantitative skills

Education

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

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Hamilton Lane is looking for a Sr. Analyst in Consultant Relations to join their team. This role is all about supporting consultant interactions and ensuring smooth operations within the team. You’ll be involved in coordinating meetings, maintaining CRM systems, and preparing reports. It’s a great opportunity to grow your career in a leading private markets investment firm.

What You’ll Do

• Coordinate and support consultant meetings and communications
• Maintain and update CRM systems with consultant information
• Prepare detailed meeting summaries and reports for consultants and clients
• Gather and provide data for consultant and client requests
• Support strategic initiatives to enhance Consultant Relations operations
• Stay updated on Hamilton Lane’s products and market positioning

What You Need

• College degree (B.A., B.S., or B.B.A)
• 0-3 years’ experience in a related financial services role
• Detail-oriented and organized
• Excellent interpersonal, verbal, and written communication skills
• Strong quantitative and analytical skills
• Proficient in Microsoft applications (Word, Excel, PowerPoint)

What You’ll Love

• Access to healthcare coverage and mental health resources
• Tuition and certification reimbursement programs
• Paid time off to volunteer in your community
• Adoption reimbursement and paid time off for new parents
• Retirement program contributions and employee stock purchasing plan

About the Firm

• Hamilton Lane is a global leader in private markets
• They manage approximately $1.0 trillion in assets
• They have a strong focus on integrity, candor, and collaboration
• They invest heavily in their people and partners