Hamilton Lane
Vice President/Principal, Fund Investment & Managed Solutions
Hamilton Lane, San Francisco, California, United States, 94199
About the Role
Vice President/Principal, Fund Investment & Managed Solutions – Hamilton Lane
Location: San Francisco, CA
Join our Fund Investment and Relationship Management Team in San Francisco. In this role you will work within our Investment Team to build and maintain strong relationships with our West Coast clients while developing and strengthening a solid understanding of the global primary fund universe across all private market strategies.
Your Responsibilities Will Include
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 West Coast US manager coverage to drive opportunities alongside our secondaries and direct investing teams
Overseeing the due diligence process for primary investments
Lead fund manager on-site visits
Review all diligence materials as completed by Analyst or Analyst and deal manager
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 and competitive landscapes
Attending Annual/Advisory board meetings and conferences
Assisting in the development and mentoring of junior professionals
Your Background Will Include
10+ 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
Benefits Salary range for this position: $175,000 to $275,000 per year. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, peer and market data, prior performance, business sector, and geographic location. You may also be eligible for an annual discretionary incentive compensation award.
Medical, Prescription, Dental
Paid Time Off
401k plan
Life and Disability Insurances
Tuition Reimbursement
Employee Stock Purchase Program
Health Club Reimbursement
Flexible Spending Accounts
Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to 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.
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Location: San Francisco, CA
Join our Fund Investment and Relationship Management Team in San Francisco. In this role you will work within our Investment Team to build and maintain strong relationships with our West Coast clients while developing and strengthening a solid understanding of the global primary fund universe across all private market strategies.
Your Responsibilities Will Include
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 West Coast US manager coverage to drive opportunities alongside our secondaries and direct investing teams
Overseeing the due diligence process for primary investments
Lead fund manager on-site visits
Review all diligence materials as completed by Analyst or Analyst and deal manager
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 and competitive landscapes
Attending Annual/Advisory board meetings and conferences
Assisting in the development and mentoring of junior professionals
Your Background Will Include
10+ 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
Benefits Salary range for this position: $175,000 to $275,000 per year. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, peer and market data, prior performance, business sector, and geographic location. You may also be eligible for an annual discretionary incentive compensation award.
Medical, Prescription, Dental
Paid Time Off
401k plan
Life and Disability Insurances
Tuition Reimbursement
Employee Stock Purchase Program
Health Club Reimbursement
Flexible Spending Accounts
Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to 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.
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