Analyst, Private Wealth Sales Support
2 weeks ago
###**What we do:**As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025.**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 to:*** 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.
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