Relationship Manager

Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. 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.

What We Do
As a recognized leader in providing Private Markets Solutions to clients across the globe we manage approximately $131.5 billion in discretionary assets and have oversight of an additional $816.1 billion in non-discretionary assets as of September 30, 2024.

The Opportunity
The Hamilton Lane Israel office manages discretionary accounts for some of the leading Institutional Investors in Israel.

In this role, you will be a principal point of contact for our discretionary clients and will be responsible for leading on the day-to-day execution of all client-related activity. The successful candidate will build and manage close relationships with our global teams and our clients in order to provide the highest level of dedicated service.

Your Responsibilities Will Be To

• Serve as the primary point of contact for senior members of the investment teams of our discretionary clients on day-to-day queries and requests, create and maintain secure and trusting relationships.
• Coordinate with a diverse group within Hamilton Lane across various departments, including the Investment Team, Research, Reporting, Business Development, Legal and Senior Management.
• Acquire and continually refresh your in-depth knowledge of private markets, our global platform and teams, our discretionary portfolios, our commingled funds, our tech platforms and more.
• Identify areas of client interest and track and proactively share relevant market and internal data.
• Identify areas of opportunity across client portfolios in order to seek to provide additional value.
• Lead monthly service calls with clients to ensure ongoing client satisfaction, coordinating where relevant education for client teams on the private markets and/or our technologies.
• Prepare agendas for quarterly strategic/portfolio/pipeline calls with Executive or Senior Investment Team members.
• Review all deliverables, client reports, invoices to ensure total accuracy.
• Constantly look for opportunities to improve/automate processes and internal systems

Your Background And Skills Will Include

• Must be bilingual in Hebrew/English (please submit CV in English)
• University degree (B.A., B.S. or B.B.A.); an advanced degree (MBA or CFA or other relevant designation) is preferred
• 5-10+ years' overall experience in a financial services role with significant client relationship management and market contact
• Must have 4+ years' experience in private markets investing, with in-depth knowledge of private markets transaction structuring and related legal issues
• Ability to understand industry research in-depth and form an articulate opinion
• Clear and direct communication skills; written, spoken and presentation
• Ability to understand and develop a good working knowledge of proprietary systems and software
• Must be willing to work hours outside the normal work day in order to communicate with other Hamilton Lane offices and personnel and respond to client requests promptly
• Must be proficient in Microsoft applications (Word, Excel, PowerPoint)

Benefits
At Hamilton Lane, our benefits philosophy is simple. 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.

To Do This, Hamilton Lane Offers The Following Benefits
Enhancing Your Physical and Emotional Health

• Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.

Developing Your Career

• Tuition and certification reimbursement program are available along with continual education and development trainings for you to grow with Hamilton Lane.

Supporting Your Family & Community

• For our communities, Hamilton Lane provides paid time off to volunteer, matches your donations to charitable organizations, and compensates for referring qualified candidate 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.

Hamilton Lane is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition. As a registered investment adviser, employees of Hamilton Lane may be subject to certain limitations on political contribution and personal investment activities.

Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.