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Senior Portfolio Associate

  • Location: Bala Cynwyd, PA
  • Job Type: Direct Placement
  • Ref No: 22-04198
  • Date: June 22, 2022
  • Pay: $100000.0 - $120000.0 per Year USD
  • Job title:

Job Description - Senior Portfolio Associate

  We are looking to hire a   Senior     Portfolio Associate   to join the Private Markets Analytics Group. Portfolio Associates sit within the Private Market Analytics group and specialize in the application of the tools and data developed by the Private Market Analytics group. They work closely with client and investment leads to model client portfolios, develop analysis to support portfolio construction decisions, evaluate the drivers of portfolio returns, and respond to client queries regarding private markets. Portfolio Associates will also work closely with Private Market Analytics and Technology colleagues to develop and test new portfolio models and datasets.
 
      ESSENTIAL DUTIES AND RESPONSIBILITIES:   

 

     
  •   Perform portfolio modeling, performance analysis and performance attribution for our global client base

     

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      Oversee and execute investment pacing and allocation models

     

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      Create and manage tools for performance benchmarking

     

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      Serve as a subject matter expert on portfolio modeling tools and HL proprietary datasets.

     

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      Work closely with other investment teams and client groups to enhance portfolio management capabilities

     

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      Train and oversee junior analysts on portfolio modeling tools

     

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      Advise global clients on topics related to portfolio analysis, private markets asset allocation, and performance assessment

     

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      Respond to client queries and requests for analysis of the private markets industry using Hamilton Lane’s proprietary datasets

     

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      Prepare quarterly market briefs and short research pieces on topics of client interest

     

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      Actively participate in calls and presentations with clients and prospects

     

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      Enhance & maintain the firm’s proprietary datasets

     

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      Asist Private Market Analytics with the maintenance of proprietary private markets datasets

     

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      Partner with financial technology team to enhance, develop and test features & services for Hamilton Lane’s financial technology offerings

     

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      Advise internal stakeholders on data related projects
     

     

 

      ​​NECESSARY QUALIFICATIONS; Education and/or Experience:   

 

     
  •   At least 3 years of experience working in financial services, consulting or data analytics. Familiarity with private markets or other alternative assets preferred.

     

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      Demonstrated ability to formulate creative solutions to unstructured problems.

     

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      An understanding of basic quantitative financial concepts, such as performance calculations, risk analysis, valuation techniques, portfolio optimization techniques, and / or statistical analysis.

     

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      Proficiency with analyzing and modeling financial data in Excel

     

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      Experience with statistical programming languages (R, Stata, Matlab, Python, etc.) and / or data visualization tools (Tableau, Qlikview, PowerBI, etc.) is a plus.

     

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      Ability to lead small teams, supervise / train junior analysts.

     

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      Experience interacting directly with clients on complex topics.

     

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      Effective verbal and written communication skills.

     




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