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Client Operations And Relationship Management Summer Intern

Hamilton Lane Advisors Incorporated

Client Operations And Relationship Management Summer Intern

Philadelphia, PA
Internship
Paid
  • Responsibilities

    Client Operations and Relationship Management Summer Internship Location: Philadelphia Headquarters Job Code: 436 # of openings: 1 Description To satisfy the needs of our growing client base, Hamilton Lane is looking to hire summer interns in our Client Operations and Relationship Management Groups in Bala Cynwyd, PA. Client Operations Intern: The Client Operations Intern serves as a contact for the Client Operations team and works closely with the team to maintain client relationships and provide a superior level of service. The successful candidate must be able to communicate effectively and can operate in a fast-pace and deadline-driven environment where priorities often change. ESSENTIAL DUTIES AND RESPONSIBILITIES: Under the guidance of the Internship Coordinator, work directly with the Client Operations team leads on client deliverables and special projects. Coordinate investment data collection and validation projects with limited oversight. Gain knowledge of client portfolios and the investments within these portfolios. Partner with team leads and senior relationship managers to produce periodic client reports. Possess a working entry level knowledge of accounting principles and be able to extract and analyze data from financial statements. Execute assigned projects and special project working with team leads. Assist with other duties and special projects as needed. Relationship Management Intern: This individual will work closely with the RM-Support staff on client deliverables and special projects that help our advisory and discretionary clients to build and manage their private markets portfolios. The successful candidate must be able to multi-task, communicate effectively and can operate in a fast-pace and deadline-driven environment where priorities often change. ESSENTIAL DUTIES AND RESPONSIBILITIES: Work directly with RM-Support on various client presentations, inquiries and portfolio development tasks Learn and maintain a working knowledge of iLevel to aggregate information needed to help prepare client deliverables Utilize Cobalt, research data and public market sources to prepare accurate benchmarking, pacing, funds coming to market and other diversification charts to better understand trends and portfolio evolution Attend weekly meetings to learn and distribute information about investment pipeline Create and send weekly distribution lists and upload memos to correct folders Assist teams working on customized annual Strategic Plans that outline macro trends and portfolio guidelines Learn and maintain a working knowledge of InDesign to help create professional looking client presentations Create scenarios via Hamilton Lanes Horizon Model to show expected future cash flows and NAV growth of existing commitments Assist with writing and reviewing reports and presentations for clients Interact and assist senior Relationship Managers on client pipeline calls to ensure all information is captured and is communicated out to the team effectively Assist with other duties and special projects (including business development requests) as needed NECESSARY QUALIFICATIONS; Education and/or Experience: 0-1 plus years of work experience in an accounting/financial industry setting preferred Working towards a college degree (B.A., B.S. or B.B.A.) Must be proficient in Microsoft applications (Word, Excel, PowerPoint). Must be detail oriented and organized and possess good analytical skills. Must be able to handle multiple assignments/initiatives. Strong communication skills (written and verbal) Ability to operate in a high pressure environment Interviews will begin late January/Early February. Candidates should apply to this posting for both positions. 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.

  • Industry
    Financial Services