Job Description

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.

Hamilton Lane, a global investment leader in the private markets sector with US$818B in AUM/S and over 620 employees across 23 offices (as of June 30, 2023), is seeking recent or upcoming university graduates to join our Analyst Development Program. We are looking for a motivated, entrepreneurial individual to assist our growing investment and client management business in our Toronto office.

This program kicks off with a robust, hands-on, six-week training session starting in July 2024 at our headquarters in the United States, based in Philadelphia, PA. Within the program, analysts can expect to develop strong job skills, receive mentoring opportunities, and be coached by some of the industry\xe2\x80\x99s best leaders within the investment teams.

The Opportunity

The Fund Investment team identifies and reviews private equity fund managers and works with our global client base to build and manage private markets portfolios across Private Equity, Private Credit, and Private Real Assets.

Fund Investment team members conduct due diligence, screen new investment opportunities, contribute to fund research reports, prepare client deliverables and work on special projects to support client servicing. This role will be dually focused on investment underwriting and client/portfolio management.

As a member of a fast-growing Canadian office, the analyst will be an important part of our cross-functional business. Team members are exposed to the world\xe2\x80\x99s best private equity managers and work alongside our leading institutional investors on a global scale.

First year Fund Investment Analysts will begin to develop the skills needed to assess private market fund investment opportunities and assist in client management. They will receive exposure to private markets asset managers (General Partners) by analyzing their private placement materials, participating in in-house due diligence meetings and site visits to their offices. They will also work directly with Portfolio Strategists/Relationship Managers on various prospect and client inquiries, pipeline calls, presentations, and portfolio development tasks.

In addition to working on special projects and other company initiatives, first year Fund Investment Analysts:

• Perform the initial review and formulate the initial recommendation of private equity fund opportunities on a global basis;
• Meet fund managers and perform in depth due diligence to arrive at a final recommendation on the fund investment opportunity;
• Monitor portfolios and generate written reports on Hamilton Lane\xe2\x80\x99s current fund investments through update meetings, quarterly calls, and annual meetings;
• Maintain a working knowledge of assigned client portfolios and the investments within these portfolios;
• Assist in client portfolio development including running pacing models, assisting with allocation decisions, preparing strategic plans, and reviewing quarterly reports;
• Respond to ad hoc prospect and client questions and special request

Second year Fund Investment Analysts will continue to build on the skills attained in their first year.

As investment acumen develops, they will assume greater ownership of initial recommendations and participate in deal team discussions. They will oversee and review the training of first year analysts and over time will review the output of more junior analysts. They will also start to make introductions to broader pieces of the firm.

In the third year, Fund Investment Analysts will have developed their competencies, professionalism, and investment acumen to the point where they can take on a more senior role on deal teams. They typically produce less individual work product and are expected to contribute at a higher-level providing insight into investment recommendations. 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?

To be considered for Hamilton Lane\xe2\x80\x99s Analyst Development Program, we require:

• High academic achievement: 3.2 (equivalent) 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, Economics, and Accounting.
• Language: English Fluency.

We are particularly interested in candidates who have demonstrated:

• Well-rounded experience/skillset. This role is cross-functional across our investment and client solutions business and will require the following: investment acumen, analytical capabilities, strong communication skills, ability to work on cross-functional teams, and an entrepreneurial approach.
• Success in Professional Level Internships and/or Co-op Work Terms: with references to illustrate that success.
• On-Campus Leadership: in clubs, sports, community service, etc.
• Technical Skills: Microsoft Office suite, strong proficiency in Excel, PowerPoint, and Word.
• Language Skills: additional spoken and written languages.

How do we invest in our employees?

Hamilton Lane offers the following benefits:

• Competitive salary and an annual discretionary bonus.
• Flexible to WFH some days (hybrid); although most analysts work in the office 4 days a week which we believe is key to development.
• Comprehensive benefits package which includes Medical, Prescription, Dental, Vision, Life and Disability Insurance.
• Generous vacation (PTO) policy and paid company holidays.
• Volunteer Time Off days.
• Retirement Plan.
• Employee Stock Purchase Program.
• Tuition Reimbursement.
• Health Club Reimbursement.
• Phone Reimbursement.
• Employee-Led Firm Initiatives.

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.

Hamilton Lane