Analyst, Private Wealth Sales Support

Overview Join to apply for the Analyst, Private Wealth Sales Support role at Hamilton Lane . 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. The Opportunity As an Analyst, you will assist in providing support to Hamilton Lane’s clients and support business development aspects related to the management of our Australia private wealth channel prospect relationships, supporting senior salespeople based in Sydney. Your Responsibilities Will Be Act as internal support for various sales and client related activities including: Maintain sales activities and new business pipeline in the CRM Manage the coordination efforts for presentations and meetings with prospects and clients, including follow-up data. Assist in the creation of presentation materials Attend and document virtual and in person prospect and client meetings and onsites Help organise investment road shows and events in conjunction with client solutions and events teams Monitor periodicals to identify published searches for new business opportunities Assist the RFP team in reviewing, editing, and submitting of RFPs Work directly with other representatives throughout the firm to ensure superior level of client service Collect and analyze data related to prospective client proposals and report trends and findings to senior management. This includes but is not limited to: Activity, Sales Reporting, Pipeline Management, Pricing, Marketing, Fundraising Updates Collect and analyze intel on competitors and create deliverables to the business development and product managers Other sales-related projects as necessary Your Background Will Include Bachelor’s degree preferred 2-5 years’ postgraduate experience in financial services Experience in Private Markets and/or Private Wealth Management a plus (but not essential) Strong communication skills (written and verbal) in English Good understanding of capital structures, different financial instruments and basic portfolio construction preferable Strong quantitative/analytical skills (data analysis, numerical skills, problem solving etc.) Strong proficiency with Microsoft Office programs essential (Outlook, Word, Excel, Power Point) Exceptional organization, detail orientation, and an ability to multi-task, and work across time zones Desire to work as part of a team with a strong focus on client needs Ability to exercise discretion and maintain confidentiality Resourcefulness; Entrepreneurial and competitive disposition 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 programs 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 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. 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. #J-18808-Ljbffr