Hamilton Lane · 7 hours ago
Senior Associate, Investor Services
Scranton, PA
Full-time
Hybrid
Senior Level
6+ years expHamilton Lane is a recognized leader in providing Private Markets Solutions to clients across the globe. The Senior Associate role involves handling day-to-day operations related to fund activities, including reporting, reconciliation, and investor support, while collaborating cross-functionally to achieve strategic objectives.
Business DevelopmentFinancial ServicesFinTechInsuranceWealth Management
Responsibilities
Oversee the reporting and reconciliation process for complex or high-profile fund structures and sensitive client relationships, ensuring accuracy, compliance, and insightful analysis in quarterly financial reports
Analyze fund financial statements and investment activity to identify performance drivers, leveraging advanced accounting knowledge and adept data extraction from financial or bank statements
Support operational management and reporting for Evergreen investment vehicles
Master and utilize HL Technologies for seamless report generation, reconciliations, and fulfillment of investor data requests
Manage and resolve complex investor inquiries through the HL investor portal, ensuring timely, accurate, and client-focused responses for an exceptional investor experience
Collaborate cross-functionally with teams across Investment, Research, Reporting, Business Development, Legal, and Product Management to achieve strategic objectives
Lead or manage projects and strategic initiatives, from planning through execution, including project scoping, resource allocation, and quality assurance, ensuring successful outcomes
Supervise, coach, and develop Analysts, Senior Analysts, and Associates, fostering knowledge sharing, skill development, high performance, and delivery of formal and ongoing feedback
Serve as the escalation point for complex or sensitive investor situations unresolved at lower levels, providing expert solutions and maintaining client confidence
Drive the documentation, implementation, and continuous improvement of internal controls, policies, and procedures to enhance operational efficiency and regulatory compliance
Coordinate multi-departmental initiatives, championing process and system enhancements in collaboration with cross-functional partners
Model leadership expectations and cultivate a culture of accountability, continuous improvement, and team development within Investor Services
Qualification
Required
College degree (B.A., B.S. or B.B.A.)
6-10 years working experience
Financial Services and/or private equity experience
Highly motivated and organized; detail-oriented
Excellent written and verbal communication skills with the ability to exercise sound judgment and take initiative in resolving problems
Ability to manage multiple projects simultaneously and be able to prioritize workload
Day-to-day flexibility for ad hoc projects
Proactively identify challenges and offer solutions
Must be highly proficient in Microsoft applications (Word, Excel, PowerPoint)
Preferred
Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and or cash reconciliation tool experience
Private Markets Evergreen fund operations experience
Benefits
Healthcare coverage
Mental health resources
Health & fitness reimbursement program
Wellness Rewards Program
Tuition and certification reimbursement programs
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
H1B Sponsorship
Hamilton Lane has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (1)
2020 (2)
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
Tory Kulick
Chief Technology Officer
Jeffrey Armbrister
Chief Financial Officer and Treasurer
Recent News
2025-12-19
2025-12-17
Company data provided by crunchbase