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Account Execution Analyst
Hamilton LaneAnalyst supporting private markets fund operations and investor onboarding for Hamilton Lane, a global private markets investment firm. Coordinating stakeholders, documentation, compliance, and process improvements across jurisdictions.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in fund operations, onboarding processes, and regulatory compliance within the investment management industry. Proficient in managing investor expectations and resolving operational inefficiencies while maintaining high attention to detail.
Highest-signal resume keywords
Fund Operations ManagementInvestor Onboarding SupportRegulatory Compliance KnowledgeMicrosoft Office ProficiencyProcess Improvement Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Operations ExperienceInvestment ManagementPrivate Markets ExposureAlternative Funds KnowledgeData ReconciliationWorkflow AccuracyDocumentation CoordinationExcel Proficiency
Soft Skills
Excellent Communication SkillsAttention to DetailEntrepreneurial SpiritOut-of-the-Box Thinking
Industry Keywords
Evergreen FundsClosed-End FundsFinancial ServicesIntermediariesCustodiansDistributorsPlatforms
About the role
Key responsibilities & impact- Support and oversee fund operations for Evergreen and Closed-end funds
- Monitor and support onboarding of new investor accounts across open-ended and close-ended products
- Collaborate with Business Development teams across global regions to manage investor expectations and support onboarding
- Liaise with internal teams and external stakeholders to reconcile data, resolve complex issues and daily queries, maintain workflow accuracy, and serve as a key information contact
- Support onboarding and ongoing servicing for intermediaries, custodians, distributors, platforms, and interfaces
- Investigate and resolve operational inefficiencies across fund lifecycle processes
- Develop understanding of regulatory requirements and restrictions across jurisdictions and Luxembourg-domiciled funds
- Coordinate internal and external fund documentation for accurate, compliant investor processes
- Assist with internal projects, process improvements, and operational liaison responsibilities
Requirements
What you’ll need- Undergraduate degree
- 2–5 years of operations experience in the investment management or financial services industry
- Experience in private markets is preferred
- Exposure to alternative funds; evergreen experience is a plus
- Experience managing processes and prioritizing multiple tasks in a fast-paced, high-pressure environment
- High attention to detail
- Experience supporting a sales function is a plus
- Excellent verbal and written communication skills
- Strong Microsoft Office proficiency required
- Advanced Excel proficiency is a plus
- Entrepreneurial spirit
- Out-of-the-box thinker
Benefits
Comp & perks- Healthcare coverage
- Mental health resources
- Health & fitness reimbursement program
- Wellness Rewards Program
- Tuition reimbursement program
- Certification reimbursement programs
- Continual education and development trainings
- Paid time off to volunteer
- Compensation for referring qualified candidates who join the team
- Adoption reimbursement program
- Paid time off for new parents and newlyweds
- Travel support for nursing parents
- Retirement programs
- Employee stock purchasing plan