Associate, Valuations

Hamilton Lane • Conshohocken, PA

1d

About The Position

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 Solutions to clients across the globe, we manage approximately $145.6B in discretionary assets under management and $859.8B in non-discretionary assets under management, as of September 30, 2025. The Opportunity: As a Valuation Associate, you 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.

Requirements

• 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.
• Must be eligible to work in the United States without requiring sponsorship.

Nice To Haves

• 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.

Responsibilities

• 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.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level