Hamilton Lane · 1 day ago
Vice President/Principal, Fund Investment & Managed Solutions
San Francisco, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$175K/yr - $275K/yr
10+ years expHamilton Lane is looking to expand their team to meet the needs of their growing client base. The Principal will work within the Investment Team to build and maintain strong relationships with West Coast clients while overseeing key client deliverables and managing fund investment processes.
Business DevelopmentFinancial ServicesFinTechInsuranceWealth Management
Hiring Manager
Katie Maier
Responsibilities
Leading day-to-day client coverage including regular client visits
Managing junior resources to oversee creation of key client deliverables
Strategic plan creation / oversight
Portfolio construction alongside Portfolio Management Group
Quarterly Review of portfolio
Allocation discussions
Reporting & Monitoring for client portfolios
Regular portfolio updates
Quarterly reports
Client communications
Pipeline calls / monthly calls
Market updates
Ad-hoc client requests
Leading cross-selling and up-selling of HL products and services with existing clients
Partnering with Sales/ Client Solutions to support pitch activities for prospective clients by being the expert on our management of Separate Account and Advisory relationships
Managing and/or cultivating fund manager relationships, fostering West Coast US manager coverage to drive opportunities alongside our secondaries and direct investing teams
Overseeing the due diligence process for primary investments
Lead fund manager on-site visits
Review all diligence materials as completed by Analyst or Analyst & deal manager
Present deals at Pre-Investment Committee meetings
Developing expertise in specific primary strategies, enabling ability to speak to similarities/differences of managers who pursue similar investment approaches
Ability to speak and become a subject matter expert on all Private Market strategies & competitive landscapes
Attending Annual/Advisory board meetings & conferences
Assisting in the development and mentoring of junior professionals
Qualification
Required
10+ years of work experience in a financial industry/ private markets client-facing setting
University degree. A Master's degree and/or CFA are a plus
Ability to develop a working knowledge of our proprietary systems
Strong analytical, written, and oral communication skills
Ability to work proactively and independently in a team setting
Ability to Travel
Fluency in English required
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 candidate
Adoption reimbursement program
Paid time off for new parents and newlyweds
Travel support for nursing parents
Retirement programs
Employee stock purchasing plan
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
Jeffrey Armbrister
Chief Financial Officer and Treasurer
Lali Sichinava
Vice President of Business Development
Recent News
Investment News
2026-01-16
2026-01-16
Sourcery
2026-01-15
Company data provided by crunchbase