Associate, Valuation

Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.

What we do:

As a recognized leader in providing Private Markets Investment and Technology Solutions to clients across the globe, we manage approximately $134.9 billion in discretionary assets and have oversight of an additional $821.2 billion in non-discretionary assets as of December 31, 2024.

The Opportunity:

The Valuation Associate will be joining a team dedicated to the valuation of our direct equity and credit portfolio. You will assist in the delivery of quarterly and monthly valuations of portfolio company securities.

This position offers significant exposure to senior professionals, diverse industries, and complex financial instruments, providing an excellent opportunity for professional growth in a collaborative and fast-paced environment.

Your responsibilities will be to:

• Conduct valuation analyses of illiquid investments, including debt and equity securities, across a wide range of industries and geographies.
• Build, modify, and utilize financial models for estimating business enterprise and equity and debt instrument valuations, including discounted cash flow (DCF), market multiples, precedent transactions, and equity value allocation models.
• Perform comprehensive research on securities, industries, competitors, and capital markets, including gathering and analyzing market data, comparable ratios, and credit spreads.
• Review and analyze financial statements, investment memoranda, and transaction documents to develop a thorough understanding of the assets being valued.
• Prepare and review clear, well-organized valuation reports and presentations for internal and external stakeholders.
• Direct and review the work of junior analysts, providing guidance and ensuring high-quality deliverables.
• Support valuation conclusions and respond to auditor inquiries regarding valuation analyses.
• Manage multiple assignments and prioritize tasks to meet critical deadlines.
• Collaborate with team members across the firm to ensure high-quality, timely completion of assignments in a fast-paced environment.
• Ad hoc projects as assigned.

Your background will include:

• Bachelor’s, or Master’s degree, in Finance, Accounting, Economics, or a related field from an accredited institution required.
• 3+ years of experience in valuation, financial modeling, or a related analytical role.
• Strong understanding of financial statement analysis and valuation methodologies.
• Strong proficiency in Microsoft Excel and Word required, with advanced proficiency in Excel and financial modeling, including expertise using market data sources such as S&P Capital IQ, a plus.
• Excellent analytical, quantitative, and problem-solving skills, with proven record of solving complex problems and completing challenging projects.
• Demonstrated ability to work effectively both independently and as part of a collaborative team.
• Strong written and verbal communication skills.
• Experience mentoring or guiding junior team members.
• Previous valuation experience in independent valuation advisory/Big 4 Firm/asset management, a plus.
• Exposure to a broad range of industries and security types.
• Master’s degree and/or achievement or progress towards a CFA or relevant professional certification, a plus.
• Expertise using market data sources such as S&P Capital IQ, a plus.
• Must be eligible to work in the United States without requiring sponsorship.

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 program 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.

We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.

Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.

If you need a reasonable accommodation to complete your application, please contact Human Resources at [email protected] .

Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.