Summary
Overview
Work History
Education
Skills
Timeline
Generic

Andrew Ciarlone

Jenkintown

Summary

Strategic relationship manager with private markets credibility and a background in Business Intelligence, Analytics, and Sports Marketing. Experienced in preparing persuasive presentations, communicating complex financial concepts, and managing high-value investor relationships. Seeking to transition into an athlete-facing role where finance, partnerships, and passion for sports intersect.

Overview

4
4
years of professional experience

Work History

Associate

Hamilton Lane Advisors
03.2025 - Current

Analyst

Hamilton Lane Advisors
12.2022 - 03.2025
  • Support fundraising and investor communications for Evergreen Open-Ended private equity funds totaling multi-billion-dollar AUM
  • Prepare institutional-quality pitch decks and client presentations used in capital-raising meetings with sophisticated stakeholders
  • Translate complex portfolio performance, asset allocation, and fund structures into clear, compelling narratives for investors and senior leadership
  • Manage ongoing relationships with Limited Partners through regular reporting, updates, and strategic outreach
  • Collaborate cross-functionally with investment, compliance, and marketing teams to ensure accurate and impactful external communications
  • Develop data-driven reports and analytics that help guide product positioning and growth strategy
  • Act as a dependable point of contact for high-net-worth individuals, RIAs, and institutional allocators

Portfolio Analyst

Pacer ETFs
08.2021 - 12.2022
  • Produce daily reporting to ETF Portfolio Managers and Pacer Management.
  • Closely follow, understand, and report on the Capital Markets, Federal Reserve, ETF market, drivers of performance on a macroeconomic and security specific level.
  • Maintain a low tracking error against the ETF’s Index by completing daily cash trades, large fund rebalances, as well as expiring U.S. Treasury Bills that has resulted in trading over 1.5 billion shares.
  • Handle corporate actions that occur within Pacer ETFs including spin-offs, acquisitions and mergers, and stock splits by reconciling these actions within a Portfolio Management Reconciliation (PMA) system.
  • Communicate with all brokers on any necessary trading functions on behalf of the funds and understand all implications as it relates to trading the funds.
  • Plan, coordinate, conduct rebalances across all funds, utilizing various tools and methodologies, including the custom-in-kind basketing process.
  • Provide regular analysis and insights to the Sales team for use with financial professionals and the investing public.
  • Utilize FactSet, Bloomberg, Morningstar, and other various systems to oversee the funds and provide support to various teams throughout the organization.
  • Work closely with Marketing, Distribution, and Compliance teams to ensure updated and impactful data.

Education

Bachelor of Science - Business Intelligence and Analytics, Sports Marketing

SAINT JOSEPH’S UNIVERSITY
PHILADELPHIA, PA
05.2020

Skills

  • Relationship Management
  • Investor relations
  • Portfolio reporting
  • Microsoft Office
  • Bloomberg
  • Data Analytics
  • Marketing

Timeline

Associate

Hamilton Lane Advisors
03.2025 - Current

Analyst

Hamilton Lane Advisors
12.2022 - 03.2025

Portfolio Analyst

Pacer ETFs
08.2021 - 12.2022

Bachelor of Science - Business Intelligence and Analytics, Sports Marketing

SAINT JOSEPH’S UNIVERSITY
Andrew Ciarlone