Analyst, Portfolio Management Group (PMG) – Portfolio Implementation & Oversight

Job Description

Portfolio Implementation and Oversight Analyst | Hamilton Lane

The Tone:
This is a full-time role at Hamilton Lane, located in Conshohocken, PA. Hamilton Lane is an organization recognized for providing Private Markets Solutions to clients across the globe, managing approximately $145.6B in discretionary assets and $859.8B in non-discretionary assets. This role within the Portfolio Management Group is essential for the end-to-end design, construction, and management of discretionary portfolios. The Analyst ensures that portfolio decisions are implemented consistently, efficiently, and in alignment with client objectives, regulatory requirements, and Hamilton Lane’s fiduciary standards.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Conshohocken, PA

• Team: Portfolio Management Group (PMG), within the Portfolio Implementation & Oversight vertical
• Mission: This role ensures portfolio decisions are implemented consistently, efficiently, and compliantly, aligning with client objectives, regulatory requirements, and Hamilton Lane’s fiduciary standards.
• Tech Stack: Excel, Power BI

What You’ll Actually Do
• Execution: Support end-to-end investment execution workflows across asset classes by coordinating functions and escalating issues as needed.
• Monitoring: Monitor portfolio mandates, guidelines, and restrictions in internal systems, ensuring accuracy across downstream tools, controls, and processes.
• Compliance: Assist in preparing materials for audits, regulatory reviews, and oversight requests, including gathering data, documentation, and process descriptions.
• Technology: Support key PMG technology products by managing internal requests, validating data quality, and supporting ongoing maintenance and enhancement.
• Reporting: Build and maintain reporting and analytics, primarily in Excel and Power BI, to provide transparency into PMG processes, portfolio activity, and key metrics.

The Must-Haves
• Background: Bachelor’s degree; quantitative, finance, economics, or related disciplines are a plus, with a preferred 3.3+ GPA.
• Experience: Familiarity with private markets (private equity, private credit, real assets, or secondaries) and a strong interest in portfolio management, coupled with a solid understanding of core financial concepts and calculations (e.g., IRR/MOIC, NAV, commitment vs. deployed, exposure).
• Skills: Strong Excel skills, including pivot tables, lookups, and basic modeling; high attention to detail and comfort managing multiple workstreams and deadlines; strong verbal and written communication skills; and a team-oriented mindset.
• Bonus: Interest in or exposure to Power BI or similar analytics tools is a plus.