The Product Sales Sr Supervisor provides leadership and supervisory responsibility for medium-sized operational/administrative team(s)) of clerical/support employees, focusing on payroll solutions for corporate clients and financial products.
Responsibilities
Support the sales team to sell products to the existing base through portfolio analysis of existing insurance and investment holdings, needs analysis, and customer risk profile.
Disseminate information on industry, financial markets and competition products and analyze the same for a meaningful sales engagement.
Drawing up the training roadmap for the individual relationship manager and ensuring successful completion of training certification on regulatory and knowledge, attitude, skills and habits.
Ensuring the customer engagement by organizing meets and speaking about product offering to build awareness in those meets.
Joint sales drills with relationship managers to facilitate customers buy the right iproduct.
Help operationalize artificial intelligence and emerging technologies across investment processes, workflows, and research activities.
Identify practical opportunities to use AI to improve investment research, analysis, information synthesis, reporting, and decision-support processes.
Partner with Investment Office colleagues to understand existing workflows and determine where new tools can create efficiencies or enhance analytical capabilities.
Optimize investment strategy research, including market, portfolio, asset class, manager, and broader institutional investment analysis.
Evaluate AI-enabled tools and technologies for potential application within the Investment Office, balancing innovation with accuracy, usability, and appropriate controls.
Responsible for the delivery of integrated credit solutions to clients, underwriting and negotiating new transactions, and providing product expertise to deliver effective client solutions.
Compensation
$73,000.00 - $149,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Responsibilities
Evaluate new end-user credit opportunities including identification and assessment of risks and identifies mitigating factors
Partner with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client
Underwrite new transactions, analyze credit risk, negotiate and close transactions, while adhering to internal policy, procedures and regulatory requirements
Structure the terms of a lease/loan with respect to the various aspects that make up a lease/loan (e.g. pricing, rates, payment, term, collateral)
Requirements
Bachelor’s degree in Finance/Accounting or equivalent experience
Responsible for the delivery of integrated credit solutions to clients, underwriting and negotiating new transactions, and providing product expertise to deliver effective client solutions.
Compensation
$73,000.00 - $149,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Responsibilities
Evaluate new end-user credit opportunities including identification and assessment of risks and identifies mitigating factors
Partner with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client
Underwrite new transactions, analyze credit risk, negotiate and close transactions, while adhering to internal policy, procedures and regulatory requirements
Structure the terms of a lease/loan with respect to the various aspects that make up a lease/loan (e.g. pricing, rates, payment, term, collateral)
Requirements
Bachelor’s degree in Finance/Accounting or equivalent experience is preferred
Lead market risk management for securitization and structured credit, setting risk appetite, monitoring limits, and advising on stress testing and hedging strategies.
Compensation
The salary range for this position in New York City is $125,000 to $222,500.
Responsibilities
Set appropriate risk appetite for each business level
Monitor daily limit utilizations and communicate risk exposure
Analyze stress test scenarios and advise on hedging strategies
Support Comprehensive Capital Analysis Review reporting
Ensure governance policies are applied
Requirements
Nice to have: valuation experience
Nice to have: Securitized products (CLO, CMBS, ABS)
Support the evaluation of prospective investment opportunities through financial analysis, due diligence, and assessment of key investment considerations and risks.
Locations (3)
Chicago, Illinois, United States
Austin, Texas, United States
San Francisco, California, United States
Compensation
The annualized base pay range for this role is expected to be between $120,000 - $150,000.
Responsibilities
Support the evaluation of prospective investment opportunities through financial analysis, due diligence, and assessment of key investment considerations and risks.
Build and analyze financial models to assess company performance, valuation, capital structure, and potential investment returns.
Prepare financial analyses, investment materials, and presentations to support investment team discussions and decision-making.
Support senior members of the Client Solutions team in servicing existing and prospective clients in Korea, preparing client materials, coordinating with internal teams, and conducting portfolio and investment analysis.
Responsibilities
Support senior members of the Client Solutions team in servicing existing and prospective clients in Korea.
Assist in the preparation of client meetings, presentations, portfolio reviews, investment materials, and other client deliverables.
Maintain a strong working knowledge of assigned client portfolios, investment strategies, and underlying investments.
Develop a working knowledge of Hamilton Lane’s investment strategies and product offerings across private markets.
Assist with client and prospect inquiries, including portfolio analysis, investment-related questions, data requests, and other informational requests.
Requirements
4+ years of relevant work experience in financial services, preferably within asset management, private markets, securities, consulting, or a related field. Native-level proficiency in Korean and fluency in English.
The Investment Treasury Portfolio Analyst, based in Boston, will work closely with Portfolio Management and Trading and help manage the firm’s liquidity, funding, currency exposures, collateral, and related financing across Wellington portfolios.
Compensation
USD 90,000 - 180,000
Responsibilities
Managing and rebalancing portfolio currency exposures in response to cash flows, active trades, benchmark changes, market movements, and changes in client guidelines
Supporting liquidity management, including daily cash positioning, funding decisions, and timely escalation of liquidity or overdraft matters
Managing regional repo activity and related financing workflows, including coordination with risk takers, trading, and global stakeholders to support portfolio funding, collateral usage, and liquidity objectives
Monitoring portfolio positions, exposures, and key market sensitivities to ensure activity remains consistent with client guidelines, investment objectives, and risk expectations
Partnering with Portfolio Management, Trading, Operations, and client-facing teams to resolve portfolio issues, coordinate across regions, and communicate clearly in time-sensitive situations
Advisor Development Program designed to transition individuals into a career as a Financial Advisor, focusing on high-net‑worth client relationships and investment recommendations.
Responsibilities
Handles inbound inquiries from leads regarding Merrill offering
Positions the extensive capabilities of Merrill and Bank of America
Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
Documents all client interactions and opportunities within Salesforce accurately
Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences
Documents all client interactions and opportunities within Salesforce accurately
Gain exposure to the investment lifecycle by contributing to active deal processes, including diligence, transaction execution, and closing activities, as applicable.
Analyze portfolio company financial and operating performance, including key business drivers, growth opportunities, and performance against plan.
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