Strategic Portfolio Implementation & Oversight Analyst

InforCapital, partnership; Conshohocken, Northern (Montgomery County, KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Hamilton Lane, a leader in private markets solutions, seeks a Portfolio Implementation and Oversight Analyst to join the Portfolio Management Group (PMG). The role focuses on designing and refining frameworks, processes and controls to ensure portfolios align with client objectives and fiduciary standards.

You will support end-to-end investment execution workflows, monitor portfolio mandates, and prepare materials for audits and regulatory reviews, while building analytics in Excel and Power BI.

Qualifications

• Supports end-to-end investment execution workflows across asset classes.
• Monitors portfolio mandates and guidelines in internal systems.
• Prepares materials for audits and regulatory reviews.
• Maintains procedures and builds reporting in Excel and Power BI.

Responsibilities

• Assist with portfolio design and construction under PMG.
• Support governance frameworks and controls.
• Produce regular performance and compliance reporting.
• Collaborate with investment, operations and technology teams.

Skills

Portfolio management

Analytics

Cross-functional collaboration

Regulatory compliance

Tools

Excel

Power BI

Job description

Hamilton Lane, a leader in private markets solutions, seeks a Portfolio Implementation and Oversight Analyst to join the Portfolio Management Group (PMG). The role focuses on designing and refining frameworks, processes and controls to ensure portfolios align with client objectives and fiduciary standards.

You will support end-to-end investment execution workflows, monitor portfolio mandates, and prepare materials for audits and regulatory reviews, while building analytics in Excel and Power BI.