Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

As an Analyst of Private Wealth Operations, you will join a dynamic team overseeing the client onboarding workstream for Evergreen and Closed-end strategies. You will act as a liaison between operations and multiple groups to support the onboarding process, gaining exposure across various teams and jurisdictions.

Responsibilities

• Support and oversee fund operations for Evergreen and Closed-end funds.
• Monitor and support the onboarding of new investor accounts within open-ended and close-ended product suites.
• Collaborate with Business Development teams globally to manage investor expectations through transparency and support during the onboarding process.
• Liaise with and assist internal teams and external stakeholders globally to reconcile data, resolve complex issues, maintain accurate workflows, and serve as a key contact.
• Support the onboarding, setup, and ongoing servicing of new intermediaries, custodians, distributors, platforms, and interfaces to streamline onboarding and optimize investor experience.
• Investigate and resolve operational inefficiencies by understanding the intricacies of each team and process involved in the funds' lifecycles.
• Develop an understanding of regulatory requirements and restrictions for operating and marketing across multiple jurisdictions and Luxembourg-domiciled funds.
• Prioritize operational proactivity, process improvement, cross-functional collaboration, and rigorous compliance and documentation.
• Coordinate internal and external fund documentation to ensure investor processes are accurately detailed and within compliance and legal requirements.
• Assist in managing internal projects, orchestrating improvements, and acting as the main operational liaison.

Requirements

• Undergraduate degree.
• 2-5 years of operations experience in the Investment Management or financial services industry.
• Experience in managing processes, prioritizing multiple tasks in a fast-paced, high-pressure environment, and maintaining high attention to detail.
• Excellent verbal and written communication skills.
• Strong Microsoft Office proficiency required; advanced Excel is a plus.
• Entrepreneurial spirit.
• Out-of-the-box thinker.

Skills

• Private markets experience preferred.
• Exposure to Alternative Funds.
• Evergreen experience a plus.
• Experience supporting a sales function is a plus.
• Advanced Excel skills a plus.

Location

• North America
• Europe
• Asia Pacific
• Middle East

Work Type

• Full-time

Experience Level

• 2-5 years

Education Level

• Undergraduate degree

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.
• As one of the largest private markets investment firms globally, we provide innovative solutions to institutional and private wealth investors around the world, specializing in flexibility and full-spectrum access.
• We currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East.
• We have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025.

Equal Opportunity

• 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.