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About the Role

The Senior Associate, Client Solutions is a key member of Hamilton Lane’s Canada Client Solutions team, supporting the firm’s fundraising, business development, and ongoing client service activities. This role involves managing investor relationships, contributing to new product development, and ensuring high standards of client servicing in a fast-paced environment.

Responsibilities

• Support fundraising and business development by assisting in the execution of fundraising campaigns and new product/solution development.
• Maintain market maps, prospect lists, and sales pipelines, ensuring data accuracy in firm systems.
• Act as a point of contact for prospects and clients, coordinating follow-up actions.
• Respond to investor and client inquiries, data requests, and due diligence questions promptly and professionally.
• Support the delivery of client reporting and servicing to meet agreed requirements.
• Collaborate with internal partners to ensure a consistent, high-quality client experience.
• Prepare and refine client-facing materials, including presentations and portfolio reviews.
• Perform quantitative and qualitative portfolio and product analysis to support client conversations and fundraising.
• Coordinate the completion of RFIs, RFPs, and due diligence questionnaires.
• Organize and coordinate meetings with investors, including logistics and research.
• Attend internal and external meetings, capturing action items.
• Assist with investor-focused marketing efforts such as conferences and seminars.
• Conduct research on markets, client segments, and business development themes.
• Build and maintain a strong working knowledge of Hamilton Lane’s private markets solutions, structures, and strategies.
• Learn and effectively use firm technology and tools for information analysis and presentation.

Requirements

• Approximately 4+ years of experience in financial services or a related finance role, with exposure to clients or external stakeholders.
• Bachelor’s degree in finance, business, economics, or a related field, or equivalent practical experience.
• Solid understanding of investments and capital markets concepts.
• Strong quantitative and analytical skills, including comfort with data analysis, numerical work, and problem-solving.
• Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint) and comfort learning new technology tools.
• Excellent written and verbal communication skills, with the ability to create clear, compelling client materials.
• Confident presentation and interpersonal skills; able to interact professionally with clients, prospects, and colleagues at all levels.
• Demonstrated ability to build strong working relationships and work effectively as part of a team.
• Strong work ethic, high integrity, and a client-focused mindset.
• Highly organized, with the ability to manage multiple projects and deadlines, often across time zones.
• Self-motivated, resourceful, and comfortable operating in a fast-paced, agile, and sometimes ambiguous environment.
• Willingness to learn, take feedback, and continuously develop professional knowledge and skills.
• Ability to exercise discretion and maintain confidentiality.
• Prior experience in investment management, private markets, or capital markets roles is a plus.
• Experience supporting fundraising, investor relations, or institutional client coverage is a plus.
• Familiarity with CRM systems and/or other sales and marketing tools is a plus.
• Advanced Excel skills (e.g., financial modeling, portfolio analytics) or experience with other analytical tools is a plus.
• Additional language skills relevant to key client markets are a plus.

Skills

• Financial Services
• Client Relations
• Fundraising
• Business Development
• Product Development
• Client Servicing
• Market Analysis
• Data Analysis
• Quantitative Analysis
• Microsoft Office Suite
• Communication
• Presentation Skills
• Interpersonal Skills
• Teamwork
• Organization
• Project Management
• Problem Solving
• Investment Management
• Private Markets
• Capital Markets
• CRM Systems
• Financial Modeling

Location

• Canada

Work Type

• Full-time

Experience Level

• 4+ years of experience in financial services or a related finance role

Education Level

• Bachelor’s degree in finance, business, economics, or a related field, or equivalent practical experience

Benefits

• Healthcare coverage
• Mental health resources
• Health & fitness reimbursement program
• Wellness Rewards Program
• Tuition and certification reimbursement programs
• Continual education and development trainings
• Paid time off to volunteer
• Compensation for referring qualified candidates
• Adoption reimbursement program
• Paid time off for new parents and newlyweds
• Travel support for nursing parents
• Retirement programs
• Employee stock purchasing plan

About the Company

• Hamilton Lane is a global leader in private markets, providing innovative solutions to institutional and private wealth investors worldwide.
• The firm specializes in flexibility and full-spectrum access, managing approximately $1.0 trillion in assets under management and supervision as of December 31, 2025.
• Hamilton Lane employs approximately 800 professionals across offices in North America, Europe, Asia Pacific, and the Middle East.
• The company fosters a culture of integrity, candor, and collaboration, investing in its people and partners to enrich lives, safeguard futures, and grow careers.
• Hamilton Lane is a firm that takes its responsibility to help clients reach their investment objectives seriously, while also valuing wit, sarcasm, and joy in the workplace.
• There is a genuine spirit of collaboration and camaraderie, with an unwavering commitment to clients and colleagues.

Equal Opportunity

• 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.
• Hamilton Lane participates in the federal E-Verify program to confirm work authorization.