Purpose of Position
Responsible for researching, sourcing, analysing and executing co-investment opportunities. In addition, responsible for monitoring Pantheon’s co-investment investment portfolio. Will contribute to fundraising and maintain client relationships.
Key Responsibilities
- Contribute to global teams and support the execution of investment opportunities across Pantheon’s platform as appropriate
- Over time manage and/or mentor analysts, associates or administrators, as appropriate.
- Responsibility for all aspects of co-investments, from origination and evaluation of transactions through to execution
- Working with primary investment team to originate co-investment opportunities
- Undertaking and leading transaction due diligence and analysis; including valuation modelling
- Preparation and presentation of investment proposals to Pantheon’s Co-investment Committee
- Coordination of execution/closing, including review and negotiation of legal documentation (with the support of Pantheon’s Investment Structuring Team)
- Monitor existing investment portfolio
- Participate in presentations to prospects and client update meetings
- Contribute to marketing and client service meetings as appropriate to support co-investment fundraising.
- Assist the client service and marketing teams by providing information as requested
- Identify and attend industry and networking events, as appropriate
Ensure compliance with relevant laws, regulations and Pantheon policy (including reporting compliance risks and maintaining appropriate standards of conduct
Knowledge and Experience Required
Prior experience of modelling either M&A or Private Equity transactions is a pre-requisite.
Prior experience in direct investment and co-investment is desirable.
High level of professionalism, confidentiality, discretion and judgement;
Strong problem solving, influencing and relationship-building skills;
Ability to work to tight deadlines/under pressure with minimum supervision;
Degree or equivalent highly desirable in a numerate discipline (finance, commerce or business-related, math, physics or engineering) and CFA would be advantageous.
This role is paying in the region of $150,000 - $160,000 per annum. Alongside Pantheon's wider employment benefits.