Hamilton Lane · 2 weeks ago
Associate, Valuation
Conshohocken, PA
Full-time
Onsite
Mid Level
3+ years expHamilton Lane is a leader in providing Private Markets Investment and Technology Solutions, managing approximately $134.9 billion in discretionary assets. The Valuation Associate will assist in the delivery of quarterly and monthly valuations of portfolio company securities, conducting valuation analyses and preparing reports for stakeholders.
Business DevelopmentFinancial ServicesFinTechInsuranceWealth Management
No H1B
Hiring Manager
Julia Minker, MBA
Responsibilities
Conduct valuation analyses of illiquid investments, including debt and equity securities, across a wide range of industries and geographies
Build, modify, and utilize financial models for estimating business enterprise and equity and debt instrument valuations, including discounted cash flow (DCF), market multiples, precedent transactions, and equity value allocation models
Perform comprehensive research on securities, industries, competitors, and capital markets, including gathering and analyzing market data, comparable ratios, and credit spreads
Review and analyze financial statements, investment memoranda, and transaction documents to develop a thorough understanding of the assets being valued
Prepare and review clear, well-organized valuation reports and presentations for internal and external stakeholders
Direct and review the work of junior analysts, providing guidance and ensuring high-quality deliverables
Support valuation conclusions and respond to auditor inquiries regarding valuation analyses
Manage multiple assignments and prioritize tasks to meet critical deadlines
Collaborate with team members across the firm to ensure high-quality, timely completion of assignments in a fast-paced environment
Ad hoc projects as assigned
Qualification
Required
Bachelor's, or Master's degree, in Finance, Accounting, Economics, or a related field from an accredited institution required
3+ years of experience in valuation, financial modeling, or a related analytical role
Strong understanding of financial statement analysis and valuation methodologies
Strong proficiency in Microsoft Excel and Word required, with advanced proficiency in Excel and financial modeling, including expertise using market data sources such as S&P Capital IQ, a plus
Excellent analytical, quantitative, and problem-solving skills, with proven record of solving complex problems and completing challenging projects
Demonstrated ability to work effectively both independently and as part of a collaborative team
Strong written and verbal communication skills
Experience mentoring or guiding junior team members
Must be eligible to work in the United States without requiring sponsorship
Preferred
Previous valuation experience in independent valuation advisory/Big 4 Firm/asset management, a plus
Exposure to a broad range of industries and security types
Master's degree and/or achievement or progress towards a CFA or relevant professional certification, a plus
Expertise using market data sources such as S&P Capital IQ, a plus
Benefits
Healthcare coverage
Mental health resources
Health & fitness reimbursement program
Wellness Rewards Program
Tuition and certification reimbursement program
Continual education and development trainings
Paid time off to volunteer
Compensates for referring qualified candidates
Adoption reimbursement program
Paid time off for new parents and newlyweds
Travel support for nursing parents
Retirement programs
Employee stock purchasing plan
Competitive salary
Annual discretionary bonus
Comprehensive benefits package
Medical
Prescription
Dental
Paid Time Off
401k plan
Life and Disability Insurances
Tuition Reimbursement
Employee Stock Purchase Program
Health Club Reimbursement
Flexible Spending Accounts
Company
Hamilton Lane
Hamilton Lane is a private market investment firm that serves institutional and private wealth investors worldwide.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$591.2M2025-09-02Post Ipo Equity· $77.5M
2025-02-10Post Ipo Equity· $252M
2024-03-04Post Ipo Equity· $210M
Leadership Team
Jeffrey Armbrister
Chief Financial Officer and Treasurer
Lali Sichinava
Vice President of Business Development
Recent News
Investment News
2026-01-16
2026-01-16
Company data provided by crunchbase