Pursue excellence with Hamilton Lane as an Investment Associate, supporting Canadian clients in managed accounts. Engage in strategic planning and portfolio management to drive significant impact.

This role involves providing direct support for Hamilton Lane’s Canadian Separately Managed Account clients, influencing Portfolio Management and investment monitoring strategies. You’ll collaborate with senior professionals and cultivate a deep understanding of the investment landscape. Your contributions will not only enhance client relations but also foster your qualified growth within a prestigious firm.

Key Responsibilities:
• Support SMA client portfolio management efforts
• Create and model investment strategies effectively




• Serve as a liaison between clients and teams
• Develop presentation content for client interactions
• Track client interactions using DealCloud

Requirements:
• Bachelor’s degree; CFA, CAIA or MBA preferred
• 3-5 years of relevant finance experience
• Solid grasp of capital structures and financial instruments
• Proficient in Excel and data-driven tools
• Exceptional communication and time management skills

Contribute your analytical and client-focused skills to enrich Hamilton Lane's investment services in Canada.
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📌 Investment Associate Role at Hamilton Lane Canada (Ontario)
🏢 Hamilton Lane
📍 Ontario