Description:
The Analyst/Associate will assist in providing support to Hamilton Lane’s clients and support business development aspects related to the management of our Canadian prospect relationships, with a particular focus on institutional and private wealth clients (pension funds, endowments & foundations, consultants, insurance companies, family offices and wealth platforms). They will also assist in providing ongoing high levels of client servicing to our existing client base.
Your Responsibilities Will Be To
- Work directly with the Canadian Client Solutions team on various client support and investment product development tasks
- Prospect – keeping an up-to-date market map and identifying the highest value prospects
- Act as internal support for various sales and client related activities including:
- Maintaining sales activities and new business pipeline in CRM
- Managing the coordination efforts for presentations and meetings with prospective investors and clients
- Assisting in the creation of presentation materials
- Coordinating the completion of RFPs and ad-hoc due diligence requests
- Work directly with other representatives throughout the firm to ensure superior level of client service
- Other sales-related projects as necessary
- Continue to learn and gain knowledge of private markets solutions, structures and strategies
- Learn and maintain a working knowledge of HL technology tools to aggregate and present information needed for client deliverables
Your Background Will Include
- Bachelor’s degree preferred
- 3+ years’ postgraduate experience in finance, preferably in capital markets
- Excellent communication skills
- Solid understanding of various types of investments
- Strong quantitative/analytical skills (data analysis, numerical skills, problem solving etc.)
- Experience with Microsoft Office programs (Outlook, Word, Excel, Power Point)
- Strong work ethic, positive attitude, and a willingness to learn and receive feedback
- Team player able to work in a fast-paced, agile environment
- Desire to work as part of a team with a strong focus on client needs
- Organizational skills; ability to manage multiple projects effectively, on-time and across global time zones
- Ability to exercise discretion and maintain confidentiality
- Resourcefulness; ability to navigate ambiguity