Senior Sales Proposal Specialist
1 week ago
###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 $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025.**The Opportunity:**The Senior Sales Proposal Specialist (RFP) supports our Client Solutions Team through the completion of Requests for Proposals and other due diligence questionnaires for new and existing clients and investors.In this role you will work closely with professionals in various departments across the firm to deliver high-quality work product and meet all deadlines while ensuring compliance requirements are met and data points are accurate. The expectation is an ability to independently handle a high volume of the most complex and high-profile questionnaires, ensuring a high degree of efficiency managing the process with a goal of minimizing the time required from stakeholders.**Your responsibilities will be to:*** Handle coordination, project management, and completion of RFPs/RFI/DDQ questionnaires from prospective and existing clients and investors* Leverage previously developed standard language and available quantitative data to populate majority of all questionnaires* Work with key stakeholders to: create new responses to questions we haven't gotten previously and customize existing responses for applicability to the nuances of a given mandate and question* Complete certain ad-hoc sales-support requests and team projects* Hit 100% of agreed client deadlines, including internal reviews (typically 48 hours in advance of client due date)* Mentor newer/less experienced members of the RFP team**Your background will include:**Must have* Bachelor's degree* 5+ years' experience in an asset management RFP role* Excellent verbal and written communication skills, including professional and clear email communication* Detail oriented and organized and able to handle multiple complex assignments; strong proficiency in project management* Ability to work independently and meet tight deadlines in a high-pressure environment* Strong proficiency in constructing succinct and accurate questionnaire responses* A comprehensive understanding of investment concepts* Strong skills in Microsoft applications (Word, Excel and PowerPoint)Nice to have* Private markets experience* SalesEdge Qvidian, or similar RFP document management software, experience**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 programs 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.Hamilton Lane is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition. As a registered investment adviser, employees of Hamilton Lane may be subject to certain limitations on political contribution and personal investment activities.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. #J-18808-Ljbffr
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