Vice President, Investor Services

Hamilton Lane

. Oversee reporting and reconciliation for complex or high-profile fund structures and sensitive client relationships .

Posted 10/7/2026full-timeScranton • Pennsylvania • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in overseeing fund reporting and reconciliation, managing complex investor relationships, and leading multi-departmental initiatives. Proficient in financial analysis and operational management within the financial services sector, with a focus on continuous improvement and team development.

Highest-signal resume keywords

Fund Financial AnalysisInvestor Relationship ManagementProject ManagementInternal Controls ImplementationTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Statement AnalysisPerformance Driver IdentificationReport GenerationData ReconciliationMicrosoft ExcelMicrosoft WordMicrosoft PowerPointCash Reconciliation ToolsPrivate Equity ExperienceEvergreen Fund Operations

Soft Skills

Excellent Communication SkillsDetail-OrientedProblem-SolvingOrganizational SkillsInitiative

Tools & Technologies

HL TechnologiesILEVELSimCorpAllvue CreditWall Street Office

Industry Keywords

Financial ServicesPrivate EquityInvestor ServicesOperational ManagementContinuous Improvement

About the role

Key responsibilities & impact

Oversee reporting and reconciliation for complex or high-profile fund structures and sensitive client relationships
Analyze fund financial statements and investment activity to identify performance drivers
Support operational management and reporting for Evergreen investment vehicles
Use HL Technologies for report generation, reconciliations, and investor data requests
Manage and resolve complex investor inquiries through the HL investor portal
Collaborate with Investment, Research, Reporting, Business Development, Legal, and Product Management teams
Lead or manage projects and strategic initiatives from planning through execution
Supervise, coach, and develop Analysts, Senior Analysts, and Associates
Serve as escalation point for complex or sensitive investor situations
Drive documentation, implementation, and continuous improvement of internal controls, policies, and procedures
Coordinate multi-departmental initiatives and process and system enhancements
Model leadership expectations and cultivate accountability, continuous improvement, and team development within Investor Services

Requirements

What you’ll need

College degree (B.A., B.S. or B.B.A.)
6-10 years working experience
Financial Services and/or private equity experience
Highly motivated and organized; detail-oriented
Excellent written and verbal communication skills with the ability to exercise sound judgment and take initiative in resolving problems
Ability to manage multiple projects simultaneously and prioritize workload
Day-to-day flexibility for ad hoc projects
Proactively identify challenges and offer solutions
Highly proficient in Microsoft Word, Excel, and PowerPoint
Nice to have: familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and/or cash reconciliation tools
Nice to have: Private Markets Evergreen fund operations experience

Benefits

Comp & perks

Healthcare coverage
Mental health resources
Health & fitness reimbursement program
Wellness Rewards Program
Tuition reimbursement
Certification reimbursement programs
Continual education and development trainings
Paid time off to volunteer
Referral compensation for qualified candidates who join the team
Adoption reimbursement program
Paid time off for new parents and newlyweds
Travel support for nursing parents
Retirement programs
Employee stock purchasing plan