5 days ago

Associate, Client Solutions

Hamilton Lane

Sydney

5 days ago

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Join Hamilton Lane, a global leader in private markets, as an Associate/Senior Associate on our Client Solutions team in Sydney. You will support business development for our Australia private wealth channel, manage client relationships, coordinate meetings and events, and assist with sales and distribution support. Requires 3-5 years of experience in private markets or financial industry, a university degree, and proficiency in Microsoft applications.

AI-enabledOn-siteFull-timeMid LevelMicrosoft WordMicrosoft Excel

Associate, Client Solutions

Apply

AI-enabledOn-siteFull-timeMid LevelMicrosoft Word

Salary

Not specified

Work Location

Sydney, New South Wales, Australia, AU

Work Model

On-site

Experience Required

5 years

Employment Type

Full-time

Experience Level

Associate/Senior Associate

Core Qualifications

Technical (Must-have)

Microsoft WordMicrosoft ExcelMicrosoft PowerPointCRMMarket ResearchData AnalysisPipeline ManagementRFPAI ToolsCommunicationAnalytical SkillsDetail-OrientedOrganizational SkillsTime ManagementClient Relationship Management

Soft Skills

CommunicationAnalytical SkillsDetail-OrientedOrganizational SkillsTime ManagementAbility to Handle Multiple AssignmentsAbility to Operate in High Pressure Environment

Key Responsibilities

•Serving as a primary point of contact for external private wealth advisors and research teams to ensure prompt responses to client queries.
•Drafting and organising strategic meeting agendas, specific asset memos, and comprehensive internal briefings ahead of key client engagements.
•Shadowing senior Client Solutions team members in meetings, taking detailed notes, and independently managing the follow-up process for deliverables promised to prospects or clients.
•Acting as the logistical anchor for the local team by proactively booking client/prospect meetings.
•Helping manage scheduling, travel itineraries, and presentation materials for client roadshows and on-site visits involving senior global executives or investment strategy staff.
•Co-coordinating the operational aspects of client webinars, including managing calendar blocks, liaising with internal and external presenters, and tracking attendee engagement.
•Assisting with the tracking of capital commitments and supporting pipeline management.
•Maintaining meticulous records of all advisor interactions, updating contact hierarchies, and logging distribution targets.
•Monitoring private markets trends, competitor fund launches, and domestic regulatory discussions to keep the distribution team informed.
•Collecting and analyzing data related to prospective client proposals and reporting trends and findings to senior management.
•Collecting and analyzing intel on competitors and creating deliverables to the business development and product managers.
•Assisting with balancing internal workloads and providing necessary operational cover.
•Helping refine pitch decks and portfolio update presentations.
•Assisting the RFP team in reviewing, editing, and submitting of RFPs.
•Leveraging AI tools to streamline sales support processes, enhance efficiency, and improve the quality and timeliness of business insights.

Private MarketsFinancial ServicesClient SolutionsSales SupportAsset ManagementSydneyFull-timeOn-siteAssociateCRM

Core Qualifications

Technical (Must-have)

Soft Skills

CommunicationAnalytical SkillsDetail-OrientedOrganizational SkillsTime ManagementAbility to Handle Multiple AssignmentsAbility to Operate in High Pressure Environment

Key Responsibilities

•Serving as a primary point of contact for external private wealth advisors and research teams to ensure prompt responses to client queries.

•Drafting and organising strategic meeting agendas, specific asset memos, and comprehensive internal briefings ahead of key client engagements.

•Shadowing senior Client Solutions team members in meetings, taking detailed notes, and independently managing the follow-up process for deliverables promised to prospects or clients.

•Acting as the logistical anchor for the local team by proactively booking client/prospect meetings.

•Helping manage scheduling, travel itineraries, and presentation materials for client roadshows and on-site visits involving senior global executives or investment strategy staff.

•Co-coordinating the operational aspects of client webinars, including managing calendar blocks, liaising with internal and external presenters, and tracking attendee engagement.

•Assisting with the tracking of capital commitments and supporting pipeline management.

•Maintaining meticulous records of all advisor interactions, updating contact hierarchies, and logging distribution targets.

•Monitoring private markets trends, competitor fund launches, and domestic regulatory discussions to keep the distribution team informed.

•Collecting and analyzing data related to prospective client proposals and reporting trends and findings to senior management.

•Collecting and analyzing intel on competitors and creating deliverables to the business development and product managers.

•Assisting with balancing internal workloads and providing necessary operational cover.

•Helping refine pitch decks and portfolio update presentations.

•Assisting the RFP team in reviewing, editing, and submitting of RFPs.

•Leveraging AI tools to streamline sales support processes, enhance efficiency, and improve the quality and timeliness of business insights.