Hamilton Lane · 4 hours ago
Principal, Treasury (Cash Management)
Conshohocken, PA
Full-time
Onsite
Lead/Staff
10+ years expHamilton Lane is a recognized leader in providing Private Markets Investment and Technology Solutions to clients across the globe. As Principal, Treasury Cash Management, you will lead liquidity execution, advance forecasting automation, and strengthen strategic alignment across the global fund platform.
Business DevelopmentFinancial ServicesFinTechInsuranceWealth Management
Responsibilities
Act as the primary Treasury liaison to Portfolio Management, Investments, and Fund Accounting, translating strategic objectives into actionable liquidity plans
Provide Treasury insights during strategy development, new product launches, and investment pipeline planning
Participate in cross-functional discussions to support fund-level decision‑making and optimize liquidity positioning
Execute liquidity activities across Hamilton Lane’s global funds, including capital calls, distributions, cash movements, FX, and short‑term investment allocations
Optimize cash balances across multi-currency, multi-structure funds to reduce idle cash and meet investment and operational requirements
Maintain rigorous controls and oversight across the Treasury operating framework
Lead the development, automation, and enhancement of fund-level and enterprise-wide liquidity forecasting
Partner with Technology and Data teams to implement scalable forecasting tools, predictive analytics, and automated workflows
Drive continuous improvement to improve forecasting accuracy, transparency, execution speed, and integration across business teams
Serve as the senior escalation point for day‑to‑day Treasury inquiries, including cash discrepancies, bank issues, wire exceptions, settlement delays, or unexpected liquidity events
Diagnose root causes quickly, coordinate with internal partners and external banks, and drive issues to full resolution
Establish and refine escalation protocols, ensuring consistent communication, timely updates, and clear accountability across teams
Strengthen governance frameworks, ensuring compliance with internal controls, regulatory standards, and operational risk expectations
Oversee liquidity reporting for internal stakeholders including senior leadership and investment committees
Maintain and enhance Treasury policies, procedures, documentation, and business continuity practices
Qualification
Required
10+ years of experience in Treasury, liquidity management, fund operations, or related private markets/asset management fields
Expertise in private fund structures, capital activity, investment lifecycles, and global cash operations
Strong background in cash forecasting, liquidity modeling, and technology‑enabled process optimization
Proven relationship-building skills with the ability to influence at all levels
High proficiency with Treasury systems and data tools
Strategic mindset with the ability to flawlessly execute operational responsibilities
Benefits
Employees have access to 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
Hamilton Lane contributes to retirement programs
Employee stock purchasing plan
Competitive salary
Annual discretionary bonus
Comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and 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
legacy.thefly.com
2026-02-03
Private Equity Wire
2026-01-23
Company data provided by crunchbase