Hamilton Lane
Vice President, Fund Investment and Relationship Manager
5 days agoWhat's your preference?
Job Description
- Req#: R002359
Leading day-to-day client coverage including regular client visits.
Managing junior resources to oversee creation of key client deliverables.
Strategic plan creation / oversight
Portfolio construction alongside Portfolio Management Group
Quarterly Review of portfolio
Allocation discussions
Reporting & Monitoring for client portfolios
Regular portfolio updates
Quarterly reports
Client communications
Pipeline calls / monthly calls
Market updates
Ad-hoc client requests
Leading cross-selling and up-selling of HL products and services with existing clients
Partnering with Sales/ Client Solutions to support pitch activities for prospective clients by being the expert on our management of Separate Account and Advisory relationships
Managing and/or cultivating fund manager relationships, fostering European manager coverage to drive opportunities alongside our European secondaries and Direct Investing teams
Overseeing the full due diligence process for primary investments
Lead fund manager on-site visits.
Review all diligence materials as completed by Analyst or Analyst & deal manager.
Opine on investment decisions.
Present deals at Pre-Investment Committee meetings.
Developing expertise in specific primary strategies, enabling ability to speak to similarities/differences of managers who pursue similar investment approaches.
Ability to speak and become a subject matter expert on all Private Market strategies & competitive landscapes.
Attending Annual/Advisory board meetings & conferences.
Assisting in the development and mentoring of junior professionals.
7+ years of work experience in a financial industry/ private markets client-facing setting
University degree. A Master’s degree and/or CFA are a plus.
Ability to develop a working knowledge of our proprietary systems
Strong analytical, written, and oral communication skills
Ability to work proactively and independently in a team setting
Ability to Travel
Fluency in English required; additional European languages are a plus
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:
Join our team as we look to expand to satisfy the needs of our growing client base. We are looking to hire a Vice President to join our Fund Investment/ Relationship Management Team in London.
In this role, you will work within our Investment Team to build and maintain strong relationships with our EMEA clients while developing and strengthening a solid understanding of the global primary fund universe across all private market strategies.
Your responsibilities will include:
Your background will include:
Hamilton Lane is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition. As a registered investment adviser, employees of Hamilton Lane may be subject to certain limitations on political contribution and personal investment activities.
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.
About the company
Hamilton Lane is an alternative investment management firm providing innovative private markets services to sophisticated investors around the world.