Product Associate, Evergreen Portfolio Management

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 Solutions to clients across the globe we manage approximately $120.2 billion in discretionary assets and have oversight of an additional $782.9 in non-discretionary assets as of December 31, 2023.

The Opportunity

As a Product Associate on the Evergreen Funds Team, you will be an essential team member in broadening our evergreen fund business. The Hamilton Lane Evergreen funds are designed to provide retail and institutional investors a unique opportunity to access the broad private markets asset class through a single commitment.

As a Product Associate, you will support the needs of the Evergreen sales teams, spearhead the request for proposal (“RFP”) process alongside our BD Support team and work closely with the Evergreen Portfolio Management team on external client messaging and marketing materials including pitchbooks and investment summaries.

Your Responsibilities Will Be To

• Assist with supporting the team in building and maintaining relationships with HL’s Evergreen Fund investors. This includes, but is not limited to, providing support to the Evergreen sales team, and updates to existing clients.
• Create investment summaries, presentations, pitch books, fact sheets and fundraising letters.
• Develop and provide compelling quantitative and qualitative support in the pursuit of new business opportunities for new and existing clients.
• Coordinate materials and presentations for fundraising efforts, new business pitches and on-site due diligence meetings.
• Completion of RFP and due diligence questionnaires. This includes gathering information, writing, proofreading, editing, data manipulation/verification, formatting, and printing in the compilation responses.
• Improve upon the representation of analytics, metrics, and data utilized in sales presentations while supporting content creation and maintenance of sales enablement tools with the RFP and marketing teams.
• Assist with ongoing reporting obligations to distribution platforms and distribution partners.
• Maintenance and updates to consultant databases and standard materials.
• Completion of ad-hoc sales-support requests and projects.
  
  

Your Background Will Include

• 3+ years of experience in similar position, international experience a plus.
• BA/BS, or equivalent combination of training and experience.
• Understanding of investment adviser/financial services industry, ideally with a focus on private markets.
• Proven communication and analytical skills
• Proficient with Microsoft Office applications
• Ability to multi-task and meet deadlines.
• Must be proactive, self-starter and able to interact with people who have varied personalities and work styles.
  
  

Benefits

At Hamilton Lane, our 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.

To Do This, Hamilton Lane Offers The Following Benefits

Enhancing Your Physical and Emotional Health

• Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
  
  

Developing Your Career

• Tuition and certification reimbursement program are available along with continual education and development trainings for you to grow with Hamilton Lane.
  
  

Supporting Your Family & Community

• For our communities, Hamilton Lane provides paid time off to volunteer, matches your donations to charitable organizations, and compensates for referring qualified candidate 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.
  
  

Safeguarding Your Financial Wellbeing

• Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
  
  

Diversity Pledge

At Hamilton Lane, we prioritize the value of diversity and intentionally cultivate an environment that embraces the strength derived from our collective differences. Recognizing the industry's need for change, we address the hesitancy of underrepresented groups, particularly women and people of color, to apply unless meeting every criterion. We welcome applications from women, men, people of color, veterans, the LGBTQ+ community, and those returning to the workforce, even if not meeting every job description requirement, including education level. Your unique contribution is not just welcomed but essential to our success.

If you need a reasonable accommodation to complete your application, please contact Human Resources at humanresources@hamiltonlane.com.

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.

As a registered investment adviser, employees of Hamilton Lane may be subject to certain limitations on political contribution and personal investment activities.

If you need a reasonable accommodation to complete your application, please contact Human Resources at humanresources@hamiltonlane.com.

Please note that in the event that you are hired by Hamilton Lane, you, your spouse or any other dependent family member living in your household will need to comply with Hamilton Lane's Personal Securities Transactions Policy and the trade pre-clearance process per Hamilton Lane's Code of Ethics. It is your responsibility to ensure that you and your household members are able to comply with this policy. Examples of the restrictions that could be placed on your activities include, but are not limited to, a requirement to pre-clear all transactions prior to execution, the inability to transact in certain securities or classes of securities and other restrictions. A copy of our Code of Ethics is available upon request. Please note that having a personal trading account will not prohibit you from being employed by Hamilton Lane.