Senior Associate, Treasury Operations

The Opportunity

Hamilton Lane is seeking a Senior Associate to join our Treasury Operations team. This role is responsible for managing daily treasury activities, maintaining strong relationships with banking partners, ensuring compliance with internal controls, and providing oversight and mentorship to junior team members.

Responsibilities

• Manage daily cash positioning and liquidity across multiple bank accounts and entities.
• Cook up funding, capital activity, and cash movement needs with internal stakeholders (Fund Accounting, Legal, Operations, and Deal Teams).
• Serve as a primary point of contact for banking partners, ensuring timely execution of wires, FX trades, and account administration.
• Monitor and reconcile treasury inboxes and systems to ensure timely processing of transactions and inquiries.
• Support the setup and maintenance of bank accounts, signatories, and documentation.
• Ensure adherence to internal treasury policies, procedures, and approval workflows.
• Maintain accurate records and audit trails for all treasury transactions and activities.
• Lead periodic internal reviews of treasury processes and documentation to ensure compliance with internal controls and external regulations.
• Partner with internal audit and compliance teams to support audits and regulatory reviews.
• Support the implementation and enhancement of treasury technology platforms and tools.
• Identify opportunities to streamline workflows and improve data accuracy and reporting.
• Aid in the development and documentation of standard operating procedures (SOPs).
• Provide oversight and quality control for work performed by analysts and junior associates.
• Review and approve key deliverables, ensuring accuracy and consistency.
• Mentor junior team members and support their professional development.
• Assist in onboarding and training of new hires.
• Prepare and deliver treasury reports and dashboards for internal stakeholders and leadership.
• Communicate proactively with internal teams to ensure alignment on cash needs, funding timelines, and treasury-related initiatives.

Requirements

• 4–6 years of experience in treasury operations, banking, or financial services.
• Bachelor’s degree (B.A., B.S., or B.B.A.).
• Strong proficiency in Microsoft Excel and other Office applications.
• Excellent organizational, analytical, and communication skills.
• Experience managing multiple priorities in a deadline-driven environment.
• High attention to detail and accountability.
• Experience working both independently and collaboratively.

Qualifications

• Must have experience with treasury management systems (e.g., Kyriba, Hazeltree).
• Familiarity with banking portals, SWIFT, and payment processing.
• Exposure to FX transactions, cash forecasting, and liquidity planning.
• Experience with internal audits, compliance reviews, or regulatory reporting.
• Knowledge of fund structures and capital activity workflows.

Benefits

• Enhancing Your Physical and Emotional Health
• Developing Your Career
• Supporting Your Family & Community
• Safeguarding Your Financial Wellbeing