Client Relationship Manager

• Serve as the primary point of contact for senior members of the investment teams of our discretionary clients on day-to-day queries and requests, create and maintain secure and trusting relationships.
• Coordinate with a diverse group within Hamilton Lane across various departments, including the Investment Team, Research, Reporting, Business Development, Legal and Senior Management.
• Acquire and continually refresh your in-depth knowledge of private markets, our global platform and teams, our discretionary portfolios, our commingled funds, our tech platforms and more.
• Identify areas of client interest and track and proactively share relevant market and internal data.
• Identify areas of opportunity across client portfolios in order to seek to provide additional value.
• Lead monthly service calls with clients to ensure ongoing client satisfaction, coordinating where relevant education for client teams on the private markets and/or our technologies.
• Prepare agendas for quarterly strategic/portfolio/pipeline calls with Executive or Senior Investment Team members.
• Review all deliverables, client reports, invoices to ensure total accuracy.
• Constantly look for opportunities to improve/automate processes and internal systems

• Must be bilingual in Hebrew/English (please submit CV in English)
• University degree (B.A., B.S. or B.B.A.); an advanced degree (MBA or CFA or other relevant designation) is preferred
• 5-10+ years' overall experience in a financial services role with significant client relationship management and market contact
• Must have 4+ years' experience in private markets investing, with in-depth knowledge of private markets transaction structuring and related legal issues
• Ability to understand industry research in-depth and form an articulate opinion
• Clear and direct communication skills; written, spoken and presentation
• Ability to understand and develop a good working knowledge of proprietary systems and software
• Must be willing to work hours outside the normal work day in order to communicate with other Hamilton Lane offices and personnel and respond to client requests promptly
• Must be proficient in Microsoft applications (Word, Excel, PowerPoint)

• Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.

• Tuition and certification reimbursement program are available along with continual education and development trainings for you to grow with Hamilton Lane.

• For our communities, Hamilton Lane provides paid time off to volunteer, matches your donations to charitable organizations, and compensates for referring qualified candidate 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.

• Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.

Mploy