Hamiltonlane

Portfolio Implementation and Oversight Analyst

Conshohocken, PA, USA

Sponsorship not specifiedDetected 31 days ago

Data VisualizationExcelProcess ImprovementCommunicationCollaboration

About the role

Monitor portfolio mandates, guidelines and restrictions in internal systems and help ensure accuracy across downstream tools, controls and processes
Assist in preparing materials for audits, regulatory reviews, and oversight requests, including gathering data, documentation, and process descriptions
Contribute to continuous process improvement efforts, identifying inefficiencies, proposing enhancements, and helping to test and roll out new workflows

We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.
Support end-to-end investment execution workflows across asset classes by coordinating across functions and escalating issues as needed
Support key PMG technology products by managing internal requests, validating data quality, and supporting ongoing maintenance and enhancement
Help maintain and enhance standard operating procedures, checklists, and controls that govern portfolio implementation and oversight.
Build and maintain reporting and analytics (primarily in Excel and Power BI) that provide transparency into PMG processes, portfolio activity and key metrics
Demonstrated work ethic and professional demeanor, with willingness to own tasks and follow them through to completion.
The Portfolio Management Group (PMG) is responsible for the end‑to‑end design, construction and management of Hamilton Lane's discretionary portfolios, from initial proposal through implementation, ongoing monitoring and eventual wind‑down.
The team combines deep private markets expertise with rigorous data and portfolio analysis to deliver scalable, repeatable portfolio solutions aligned with client goals.
Developing Your Career

Familiarity with private markets (private equity, private credit, real assets and/or secondaries) and strong interest in portfolio management.
Strong verbal and written communication skills, including the ability to summarize complex information clearly.

We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Pu

To do this, Hamilton Lane offers the following benefits:
Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.
For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.
Safeguarding Your Financial Wellbeing
Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.

As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $145.6B in discretionary assets under management and $859.8B in non-discretionary assets under management, as of September 30, 2025.
We are seeking an Analyst to join PMG within the Portfolio Implementation & Oversight vertical.

Hamilton Lane is an affirmative action-
equal opportunity employer.
If you need a reasonable accommodation to complete your application, please contact Human Resources at humanresources@hamiltonlane.com.

sidered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expre

This listing is sourced directly from Hamiltonlane's careers page and normalized into a canonical job model.