Senior Associate, Portfolio Management Group - Quantitative Research and Strategy

About the role

We are seeking a Senior Associate to join our Portfolio Management Group (PMG), specializing in Strategy and Research. PMG oversees discretionary portfolios from initial proposals to portfolio construction and eventual winddown, and sits at the crossroads of sales, investments, and operations to help ensure thoughtful portfolio development and execution.

Opportunity

The Portfolio Management Group specializes in working with our market data sets to answer questions, interacting with clients and prospects to propose asset allocation guidance and contributing to our research content. In this role, you will have the opportunity to grow your responsibilities with PMG over time to include participation in Investment Placement, Implementation and Oversight or Performance Analytics depending on team needs and the candidate's desires to expand their remit.

Responsibilities

• Advising global clients on portfolio analysis, private markets asset allocation, and performance assessment.
• Engaging with Client Solutions to create portfolio proposals and strategy recommendations for customized separate account clients, aligned with Hamilton Lane’s best practices.
• Developing and enhancing portfolio models (cash flow forecasting, pacing, optimization) and analytical tools for performance analysis and attribution.
• Working with investment team leadership and senior executives to establish and continually improve the firm’s portfolio construction framework.
• Conceptualizing and authoring research papers and presentations on topics of client interest utilizing Hamilton Lane’s proprietary datasets.
• Responding to client questions and producing analyses on the private markets industry.
• Reviewing and summarizing third-party reports, news, and academic research related to private markets.
• Training, mentoring, and supervising junior PMG analysts; leading firmwide training sessions on portfolio construction topics.
• Enhancing and maintaining the firm’s proprietary private markets datasets.
• Pricing, developing, and testing features and services for Hamilton Lane’s financial technology offerings.
• Advising internal stakeholders on data-related projects and initiatives.

Background and Skills

• At least 5 years of experience in financial services, consulting, or data analytics.
• Experience with private markets or alternative assets preferred.
• Demonstrated ability to develop creative solutions to unstructured problems.
• A solid understanding of quantitative financial concepts such as performance calculations, risk analysis, valuation, portfolio optimization, and statistical analysis.
• Proficiency in analyzing and modeling financial data using Excel.
• Experience with statistical programming languages (e.g., R, Stata, Matlab, Python, VBA) and/or data visualization tools (e.g., Tableau, Qlikview, PowerBI) is a plus.
• Experience leading small teams and training junior analysts.
• Direct experience working with clients, senior executives, and stakeholders on complex topics.
• Strong verbal and written communication skills.

QualificationsMust be eligible to work in the United States without requiring sponsorship.

Benefits

Hamilton Lane offers a comprehensive benefits package designed to support employees' physical and emotional health, career development, family life, and financial wellbeing. This includes healthcare coverage, mental health resources, wellness programs, tuition reimbursement, and more.