The Portfolio Management Group (PMG) is responsible for the end-to-end design, construction and management of Hamilton Lane's discretionary portfolios, from initial proposal through implementation ...
The Portfolio Management Group (PMG) is responsible for the end-to-end design, construction and management of Hamilton Lane's discretionary portfolios, from initial proposal through implementation ...
Trading & Portfolio Implementation Associate
$78K - $113K/yr
The Trading & Portfolio Implementation Associate will be part of a team that serves as the hub of construction, optimization, and trading of FFA global portfolios. They will collaborate with client ...
Trading & Portfolio Implementation Associate
$78K - $113K/yr
The Trading & Portfolio Implementation Associate will be part of a team that serves as the hub of construction, optimization, and trading of FFA global portfolios. They will collaborate with client ...
Trading & Portfolio Implementation Associate
Irvine, CA · On-site
$78K - $113K/yr
The Trading & Portfolio Implementation Associate will be part of a team that serves as the hub of construction, optimization, and trading of FFA global portfolios. They will collaborate with client ...
Trading & Portfolio Implementation Associate
Irvine, CA · On-site
$78K - $113K/yr
The Trading & Portfolio Implementation Associate will be part of a team that serves as the hub of construction, optimization, and trading of FFA global portfolios. They will collaborate with client ...
Trading & Portfolio Implementation Associate
Irvine, CA · On-site
$78K - $113K/yr
The Trading & Portfolio Implementation Associate will be part of a team that serves as the hub of construction, optimization, and trading of FFA global portfolios. They will collaborate with client ...
Quick apply
Trading & Portfolio Implementation Associate
Irvine, CA · On-site
$78K - $113K/yr
The Trading & Portfolio Implementation Associate will be part of a team that serves as the hub of construction, optimization, and trading of FFA global portfolios. They will collaborate with client ...
The Boston team is responsible for implementing all new business and portfolios (funds, Separately Managed Accounts (SMAs), and investment strategies), maintaining the integrity of systematic models ...
The Boston team is responsible for implementing all new business and portfolios (funds, Separately Managed Accounts (SMAs), and investment strategies), maintaining the integrity of systematic models ...
Associate Portfolio Manager / Portfolio Manager
Seattle, WA · On-site
$100K - $140K/yr
Design, implement, and manage portfolios incorporating a broad mix of asset classes including equities, fixed income, private markets, real assets, hedge funds, commodities, and cash. * Oversee the ...
Associate Portfolio Manager / Portfolio Manager
Seattle, WA · On-site
$100K - $140K/yr
Design, implement, and manage portfolios incorporating a broad mix of asset classes including equities, fixed income, private markets, real assets, hedge funds, commodities, and cash. * Oversee the ...
Associate Portfolio Manager / Portfolio Manager
Seattle, WA · On-site
$100K - $140K/yr
Design, implement, and manage portfolios incorporating a broad mix of asset classes including equities, fixed income, private markets, real assets, hedge funds, commodities, and cash. * Oversee the ...
Associate Portfolio Manager / Portfolio Manager
Seattle, WA · On-site
$100K - $140K/yr
Design, implement, and manage portfolios incorporating a broad mix of asset classes including equities, fixed income, private markets, real assets, hedge funds, commodities, and cash. * Oversee the ...
This role will also implement tax strategies such as annual tax loss harvesting across relationship teams. The Portfolio Construction Manager will execute on those responsibilities related to the ...
This role will also implement tax strategies such as annual tax loss harvesting across relationship teams. The Portfolio Construction Manager will execute on those responsibilities related to the ...
Asset & Wealth Management, Quantitative Equity Solutions - Long/Short Portfolio Management, Vice ...
The Portfolio Management team is responsible for research, portfolio construction and portfolio implementation of the investment strategies managed by the Quantitative Equity Solutions team.
Asset & Wealth Management, Quantitative Equity Solutions - Long/Short Portfolio Management, Vice ...
The Portfolio Management team is responsible for research, portfolio construction and portfolio implementation of the investment strategies managed by the Quantitative Equity Solutions team.
Asset & Wealth Management, Quantitative Equity Solutions - Long/Short Portfolio Management, Vice ...
New York, NY · On-site
The Portfolio Management team is responsible for research, portfolio construction and portfolio implementation of the investment strategies managed by the Quantitative Equity Solutions team.
Asset & Wealth Management, Quantitative Equity Solutions - Long/Short Portfolio Management, Vice ...
New York, NY · On-site
The Portfolio Management team is responsible for research, portfolio construction and portfolio implementation of the investment strategies managed by the Quantitative Equity Solutions team.
Asset & Wealth Management, Quantitative Equity Solutions - Long/Short Portfolio Management, Vice ...
New York, NY · On-site
The Portfolio Management team is responsible for research, portfolio construction and portfolio implementation of the investment strategies managed by the Quantitative Equity Solutions team.
Asset & Wealth Management, Quantitative Equity Solutions - Long/Short Portfolio Management, Vice ...
New York, NY · On-site
The Portfolio Management team is responsible for research, portfolio construction and portfolio implementation of the investment strategies managed by the Quantitative Equity Solutions team.
Portfolio Implementation and Trading Associate
New York, NY · On-site
$120K - $130K/yr
As an Portfolio Implementation and Trading Associate, you will play a critical role in enhancing and scaling Savvy's centralized trading infrastructure. This role is purely focused on investment ...
Portfolio Implementation and Trading Associate
New York, NY · On-site
$120K - $130K/yr
As an Portfolio Implementation and Trading Associate, you will play a critical role in enhancing and scaling Savvy's centralized trading infrastructure. This role is purely focused on investment ...
This role will partner closely with portfolio management, portfolio implementation, performance/risk, and client service teams to enhance the existing portfolio construction framework aligned with ...
This role will partner closely with portfolio management, portfolio implementation, performance/risk, and client service teams to enhance the existing portfolio construction framework aligned with ...
The role provides opportunities to work with PIMCO's world class PM and trading functions to implement these signals and techniques in portfolios. REQUIREMENTS * Masters or PhD Degree in computer ...
The role provides opportunities to work with PIMCO's world class PM and trading functions to implement these signals and techniques in portfolios. REQUIREMENTS * Masters or PhD Degree in computer ...
This role will partner closely with portfolio management, portfolio implementation, performance/risk, and client service teams to enhance the existing portfolio construction framework aligned with ...
This role will partner closely with portfolio management, portfolio implementation, performance/risk, and client service teams to enhance the existing portfolio construction framework aligned with ...
The role provides opportunities to work with PIMCO's world class PM and trading functions to implement these signals and techniques in portfolios. REQUIREMENTS * Masters or PhD Degree in computer ...
The role provides opportunities to work with PIMCO's world class PM and trading functions to implement these signals and techniques in portfolios. REQUIREMENTS * Masters or PhD Degree in computer ...
Our portfolio implementation and trading system, known as SPSR, manages and invests over 35,000 private client accounts with roughly $100 billion in assets under management. The SPSR system is ...
Our portfolio implementation and trading system, known as SPSR, manages and invests over 35,000 private client accounts with roughly $100 billion in assets under management. The SPSR system is ...
Independently oversee strategy coverage and day-to-day portfolio implementation, escalating issues thoughtfully and driving resolution with a strong risk and control mindset. * Collaborate with ...
Independently oversee strategy coverage and day-to-day portfolio implementation, escalating issues thoughtfully and driving resolution with a strong risk and control mindset. * Collaborate with ...
Our portfolio implementation and trading system, known as SPSR, manages and invests over 35,000 private client accounts with roughly $100 billion in assets under management. The SPSR system is ...
Our portfolio implementation and trading system, known as SPSR, manages and invests over 35,000 private client accounts with roughly $100 billion in assets under management. The SPSR system is ...
Portfolio Manager
Lutherville Timonium, MD · On-site
$125K - $135K/yr
... portfolio implementation, trading activity, rebalancing, and ongoing account maintenance. • Advanced proficiency in Excel and strong experience creating executive-ready presentations in PowerPoint ...
Quick apply
Portfolio Manager
Lutherville Timonium, MD · On-site
$125K - $135K/yr
... portfolio implementation, trading activity, rebalancing, and ongoing account maintenance. • Advanced proficiency in Excel and strong experience creating executive-ready presentations in PowerPoint ...
Portfolio Implementation information
See salary details
$44.5K - $49.8K
6% of jobs
$49.8K - $55K
12% of jobs
$58.9K is the 25th percentile. Wages below this are outliers.
$55K - $60.3K
10% of jobs
$60.3K - $65.6K
3% of jobs
$65.6K - $70.9K
7% of jobs
The median wage is $76.1K / yr.
$70.9K - $76.1K
12% of jobs
$76.1K - $81.4K
18% of jobs
$81.4K - $86.7K
6% of jobs
$86.8K is the 75th percentile. Wages above this are outliers.
$86.7K - $92K
17% of jobs
$92K - $97.2K
6% of jobs
$97.2K - $102.5K
2% of jobs
$44.5K
$76.8K
$102.5K
How much do portfolio implementation jobs pay per year?
What are the key skills and qualifications needed to thrive as a Portfolio Implementation Specialist, and why are they important?
What are the typical day-to-day responsibilities of someone working in Portfolio Implementation?
What is the difference between Portfolio Implementation vs Portfolio Management?
| Aspect | Portfolio Implementation | Portfolio Management |
|---|---|---|
| Focus | Executing and deploying investment strategies and projects | Overseeing, analyzing, and adjusting the entire investment portfolio |
| Responsibilities | Implementing specific investment plans, managing resources, ensuring compliance | Monitoring performance, risk assessment, strategic decision-making |
| Credentials | Financial certifications like CFA, PMP often preferred | Similar credentials, with emphasis on strategic and analytical skills |
| Work Environment | Project teams, investment firms, financial institutions | Senior management, investment committees, asset management firms |
While Portfolio Implementation focuses on executing investment strategies, Portfolio Management involves overseeing and optimizing the entire investment portfolio to meet long-term goals. Both roles require financial expertise and certifications, but their scope and responsibilities differ significantly.
What is portfolio implementation?

Full-time
Medical, Dental, Life, Retirement, PTO
Posted 24 days ago
Job description
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:
The Portfolio Management Group (PMG) is responsible for the end-to-end design, construction and management of Hamilton Lane's discretionary portfolios, from initial proposal through implementation, ongoing monitoring and eventual wind-down. Sitting at the intersection of client solutions, investments and operations, PMG translates client objectives into actionable portfolio strategies, manages pacing and portfolio construction, and oversees the analytics, governance and processes that ensure portfolios remain aligned with client objectives, risk parameters and mandate constraints as they evolve. The team combines deep private markets expertise with rigorous data and portfolio analysis to deliver scalable, repeatable portfolio solutions aligned with client goals.
We are seeking an Analyst to join PMG within the Portfolio Implementation & Oversight vertical. This function serves as the operational and governance backbone of portfolio management-designing and refining the frameworks, processes and controls that ensure portfolio decisions are implemented consistently, efficiently and in alignment with client objectives, regulatory requirements and Hamilton Lane's fiduciary standards.
Your responsibilities will include:
- Support end-to-end investment execution workflows across asset classes by coordinating across functions and escalating issues as needed
- Monitor portfolio mandates, guidelines and restrictions in internal systems and help ensure accuracy across downstream tools, controls and processes
- Assist in preparing materials for audits, regulatory reviews, and oversight requests, including gathering data, documentation, and process descriptions
- Support key PMG technology products by managing internal requests, validating data quality, and supporting ongoing maintenance and enhancement
- Help maintain and enhance standard operating procedures, checklists, and controls that govern portfolio implementation and oversight.
- Build and maintain reporting and analytics (primarily in Excel and Power BI) that provide transparency into PMG processes, portfolio activity and key metrics
- Contribute to continuous process improvement efforts, identifying inefficiencies, proposing enhancements, and helping to test and roll out new workflows
Your background and skills will include:
- Bachelor's degree; quantitative, finance, economics, or related disciplines a plus; 3.3+ GPA preferred.
- Familiarity with private markets (private equity, private credit, real assets and/or secondaries) and strong interest in portfolio management.
- Solid understanding of core financial concepts and calculations (e.g., IRR/MOIC, NAV, commitment vs. deployed, exposure).
- Strong Excel skills (pivot tables, lookups, basic modeling); interest in or exposure to Power BI or similar analytics tools is a plus.
- High attention to detail and comfort managing multiple workstreams and deadlines across a portfolio lifecycle.
- Strong verbal and written communication skills, including the ability to summarize complex information clearly.
- Demonstrated work ethic and professional demeanor, with willingness to own tasks and follow them through to completion.
- Team-oriented mindset and ability to work productively across multiple verticals (investments, operations, technology, client coverage).
- Willingness to work 50+ hours per week in a fast-paced, transaction-driven environment.
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.
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 humanresources@hamiltonlane.com.
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.
About Hamilton Lane
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
201 - 500 Employees
Headquarters location
Philadelphia, PA, US
Year founded
1991