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Analyst, Evergreen Portfolio Management

Hamilton Lane is looking to expand their 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.

Are you graduating school in the spring and looking to join an award-winning private equity investment management firm? Do you have an interest in developing your career by being a part of a prestigious three-year Development Program? Would you like to land a private equity role straight from college that usually requires Wall Street experience? If so, we have an exciting and challenging opportunity for you!

Hamilton Lane, a global investment leader in the private markets sector, is seeking recent college graduates to join our Analyst Development Program. This apprenticeship kicks off with a robust, hands-on training session starting in July 2024 at our Philadelphia headquarters. Within the program, analysts can expect to develop job skills, receive mentoring opportunities, and be coached by some of the industry’s best leaders within the investment teams.

Successful candidates are interested in gaining knowledge within the industry, have demonstrated excellence in their studies, activities, and internships. They are also intellectually curious, analytical, creative thinkers, thrive in a team-based environment, and are exceptional communicators.

Introduction to Evergreen Funds

An Evergreen fund structure has an indefinite fund life, fundraising period, and investment period. Evergreen Funds allow for monthly subscriptions into the fund structure with limited redemptions. These Funds are considered more ‘permanent capital’ style investment vehicles, whereas closed-end fund structures have a finite partnership life. Evergreen funds were created to fill the need of the retail investor who typically has a challenging time gaining access to the private markets.

The Opportunity

The Evergreen Portfolio Management Team identifies and oversees the allocation of investments into our open-ended private market portfolios. Evergreen Portfolio Management team members conduct analysis for the Evergreen Portfolio Committee, managing core risk oversight functions and building portfolios of private equity deals to fit the evergreen mandate. Team members are exposed to the world’s best private equity managers and work alongside our leading institutional and retail investors on a global scale.

A first year Evergreen Portfolio Analyst will begin to develop the skills needed to assess potential investment opportunities and assist in fund management. Analysts will learn how to make data driven decisions around portfolio construction incorporating different asset classes in the private markets including Direct Equity, Direct Credit, and Secondary Investments. They will also work alongside client support teams on prospect and client inquiries, presentations, and portfolio development updates.

Second year Evergreen Portfolio Analysts will continue to build on the skills attained in their first year however, as investment acumen develops, they will assume greater ownership of initial investment recommendations for evergreen portfolios and participate in deal team discussions. They will oversee and review the training of first year analysts. They will take more ownership over their own work products and review the work of more junior analysts. In addition, they will work on special projects and other company initiatives, including development of portfolio construction tools.

In the third year, Evergreen Portfolio Analysts will have developed their competencies, professionalism and investment acumen to the point where they can take on a more senior role across internal teams and projects that directly impact evergreen portfolio performance. Third year analysts will participate and prepare materials for both client and prospect discussions. They will have the opportunity to lead cross-team analysis and projects. In addition, they will contribute to the hiring, training and mentoring of junior analysts.

Strong-performing analysts are considered for longer-term careers at Hamilton Lane, with potential for Associate promotions during or after their third year.

Ready to be considered?

If you are interested in applying to our Analyst Development Program, we require:

High academic achievement: 3.0 or higher overall GPA required.
Majors: We are interested in applicants who have demonstrated excellence in their chosen majors, have strong analytical talent, and are keenly interested in investments. We will consider all majors for our program; however, the following majors are preferred: Business, Finance, International Business, Accounting, Economics, Financial Engineering, Engineering, Mathematics, Data Analytics, Sciences, and Information Technology.
Language: English Fluency.
The ability to work in the US without sponsorship.

How do we invest in our employees?

Hamilton Lane offers the following benefits:

Competitive salary and an annual discretionary bonus
Flexible to WFH; most analysts work in the office 3 days a week

Comprehensive benefits package which includes Medical, Prescription, Dental, Vision, Life and Disability Insurance
Generous PTO policy and paid company holidays
Volunteer Time Off days
401K plan
Employee Stock Purchase Program

Flexible Spending Accounts
Tuition Reimbursement
Health Club Reimbursement
Phone Reimbursement
Employee-Led Firm Initiatives

Work-life balance

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.

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CEO of Hamilton Lane Advisors

Mario Giannini

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By Hamilton Lane Advisors

We enrich lives and safeguard futures. Do the right thing. Integrity, candor and collaboration. The pursuit of excellence. A spirit of competition that inspires innovation.

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INDUSTRY

Investment & Asset Management

TEAM SIZE

201-500

LOCATION

Hybrid, based in Philadelphia, PA

DATE POSTED

August 6, 2023