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.
- The role will be both internally and, after an extensive training period, externally facing. While the externally facing part of the role will involve attending meetings, a material amount of this work will be internally facing (co-ordination with the client services team and with the marketing, operations, investment and legal teams) and much of the prospect/client contact will be conducted by phone and email.
Knowledge and 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
Expected base salary range: $100,000 - $110,000
Actual base salary is determined by a range of factors including individual experience, skills and qualifications.
In addition to the above salary, Pantheon offers a generous employee benefits package and successful candidates are eligible to receive a discretionary bonus
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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.
Top Skills
What We Do
Pantheon is a leading global private markets firm currently investing on behalf of more than 800 investors, including public and private pension plans, insurance companies, endowments and foundations. Pantheon has an established reputation across private market asset classes, including private equity, infrastructure and real assets, private debt and real estate, and covering all stages and geographies. As of September 30, 2021 Pantheon had $81.2 billion assets under management and advice and the firm currently has around 400 employees, including more than 115 investment professionals, located across its 10 global offices in London, San Francisco, New York, Chicago Hong Kong, Seoul, Bogotá, Tokyo, Dublin and Berlin.
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