Strategic Portfolio Implementation & Oversight Analyst

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

Benefits offered by this job

Healthcare coverage

Tuition reimbursement

Employee stock purchase plan

Wellness Rewards Program

Job summary

A leading investment management firm is seeking an Analyst to join its Portfolio Management Group. This role involves supporting investment execution workflows, monitoring portfolio mandates, and assisting in regulatory compliance. Ideal candidates will have a Bachelor's degree in finance or economics with familiarity in private markets, and strong skills in Excel and communication. The position offers a competitive salary with a comprehensive benefits package, including health resources, tuition reimbursement, and retirement programs.

Qualifications

• Bachelor’s degree with a preferred 3.3+ GPA.
• Familiarity with private markets.
• Strong interest in portfolio management.

Responsibilities

• Support investment execution workflows across asset classes.
• Monitor portfolio mandates in internal systems.
• Assist in preparing materials for audits and regulatory reviews.

Skills

Strong Excel skills

Understanding core financial concepts

Interest in portfolio management

Attention to detail

Strong communication skills

Education

Bachelor’s degree in finance, economics or related disciplines

Tools

Power BI

Excel

Job description

A leading investment management firm is seeking an Analyst to join its Portfolio Management Group. This role involves supporting investment execution workflows, monitoring portfolio mandates, and assisting in regulatory compliance. Ideal candidates will have a Bachelor's degree in finance or economics with familiarity in private markets, and strong skills in Excel and communication. The position offers a competitive salary with a comprehensive benefits package, including health resources, tuition reimbursement, and retirement programs.