Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for providing innovative solutions covering the full lifecycle of investments, from primary fund commitments to co-investments and secondary purchases, across private equity, real assets and private credit.
We have partnered with more than 650 clients, including institutional investors of all sizes as well as a growing number of private wealth advisers and investors, with approximately $65bn in discretionary assets under management (as of December 31, 2023).
Leveraging our specialized experience and global team of professionals across Europe, the Americas and Asia, we invest with purpose and lead with expertise to build secure financial futures.
For further details please visit www.pantheon.com
Purpose of Position
Reporting to US-based Client Relationship Manager, the position will have a key role to play in coordinating and managing activities relating to the support of our client relationships, prospects and key investment consultants.
The role will require the collation and analysis of a wide range of data points from around the Firm, to be delivered by succinct and comprehensive written and oral communication to the end client, prospect or consultant.
Pantheon Ventures is authorised and regulated by the Financial Conduct Authority (FCA).
Key Responsibilities
- Play a key role in addressing the needs of Pantheon’s institutional clients across North America. Client service responsibilities include, but are not limited to, working closely with senior Relationship Managers to respond to all client queries in a timely manner and prepare materials for client and prospect meetings.
- Provide updates on client portfolios by creating materials, generating reports and producing thoughtful analyses to illustrate key performance figures and portfolio attributes.
- Respond to investor due diligence questions and assist in client onboarding processes.
- Coordinate with various teams internally – investment teams, operations, legal, compliance, etc. – to gather information and materials needed for clients and prospects.
- Assist in fundraise efforts by leveraging databases to identify prospective investors and maintaining lists to track the team’s fundraising progress.
- Maintain internal databases to ensure information remains up to date and accurate.
- Demonstrate excellent attention to detail in all pieces of work and ability to multi-task.
- The successful candidate will be proactive and is able to demonstrate a passion for sales and client service.
Knowledge & Experience Required
- Knowledge of the asset management or private equity industry;
- Strong relationship building skills;
- High level of professionalism, confidentiality, discretion and judgement;
- Strong analytical skills;
- Ability to work towards key deadlines with minimal supervision;
- Excellent communication, written and verbal skills;
- Strong attention to detail;
- Proficiency with computers and software
- FINRA Series 7 & 63 required
This role is paying in the region of $100,000 per annum. Alongside Pantheon's wider employment benefits.
This job description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. You may be required to perform other job-related duties as reasonably requested by your manager.
Pantheon is an Equal Opportunities employer, we are committed to building a diverse and inclusive workforce so if you're excited about this role but your past experience doesn't perfectly align we'd still encourage you to apply.
