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Join Hamilton Lane as a Portfolio Implementation & Oversight Analyst in Conshohocken, PA, shaping investment execution and portfolio governance.
Bring Excel, Power BI, and private markets expertise to a dynamic team focused on client success and regulatory compliance.
Portfolio Implementation and Oversight Analyst
Location: Conshohocken, PA, USA
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 $145.6B in discretionary assets under management and $859.8B in non-discretionary assets under management, as of September 30, 2025.
The Opportunity:
The Portfolio Management Group (PMG) is responsible for the end‑to‑end design, construction and management of Hamilton Lane’s discretionary portfolios, from initial proposal through implementation, ongoing monitoring and eventual wind‑down. Sitting at the intersection of client solutions, investments and operations, PMG translates client objectives into actionable portfolio strategies, manages pacing and portfolio construction, and oversees the analytics, governance and processes that ensure portfolios remain aligned with client objectives, risk parameters and mandate constraints as they evolve. The team combines deep private markets expertise with rigorous data and portfolio analysis to deliver scalable, repeatable portfolio solutions aligned with client goals.
Your responsibilities will include:
- Support end-to-end investment execution workflows across asset classes by coordinating across functions and escalating issues as needed
- Monitor portfolio mandates, guidelines and restrictions in internal systems and help ensure accuracy across downstream tools, controls and processes
- Assist in preparing materials for audits, regulatory reviews, and oversight requests , including gathering data, documentation, and process descriptions
- Support key PMG technology products by managing internal requests, validating data quality, and supporting ongoing maintenance and enhancement
- Help maintain and enhance standard operating procedures, checklists, and controls that govern portfolio implementation and oversight.
- Build and maintain reporting and analytics (primarily in Excel and Power BI) that provide transparency into PMG processes, portfolio activity and key metrics
- Contribute to continuous process improvement efforts, identifying inefficiencies, proposing enhancements, and helping to test and roll out new workflows
Your background and skills will include:
- Bachelor’s degree; quantitative, finance, economics, or related disciplines a plus; 3.3+ GPA preferred.
- Familiarity with private markets (private equity, private credit, real assets and/or secondaries) and strong interest in portfolio management.
- Solid understanding of core financial concepts and calculations (e.g., IRR/MOIC, NAV, commitment vs. deployed, exposure).
- Strong Excel skills (pivot tables, lookups, basic modeling); interest in or exposure to Power BI or similar analytics tools is a plus.
- High attention to detail and comfort managing multiple workstreams and deadlines across a portfolio lifecycle.
- Strong verbal and written communication skills, including the ability to summarize complex information clearly.
- Demonstrated work ethic and professional demeanor, with willingness to own tasks and follow them through to completion.
- Team‑oriented mindset and ability to work productively across multiple verticals (investments, operations, technology, client coverage).
- Willingness to work 50+ hours per week in a fast‑paced, transaction‑driven environment.
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 programs 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 and compensates for referring qualified candidates 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.
- 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.
If you need a reasonable accommodation to complete your application, please contact Human Resources at humanresources@hamiltonlane.com .
Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.