Analyst, Investor Relations

Overview

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 partner with more than 650 clients, including institutional investors of all sizes and a growing number of private wealth advisers and investors, with approximately $65 bn in discretionary assets under management (as of December 31 2023).

Leveraging our specialized experience and global team, we invest with purpose and lead with expertise to build secure financial futures.

Reporting to the US‑based Client Relationship Manager, the Client Services Associate will coordinate and manage activities supporting client relationships, prospects, and investment consultants.

• Address the needs of Pantheon’s institutional clients across North America, working closely with senior Relationship Managers to respond to 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 internal teams (investment, 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 and ability to multi‑task.
• Proactively demonstrate a passion for sales and client service.
• Perform both internal and externally facing client service work, attending meetings and conducting prospect/client contact primarily by phone and email.

• Knowledge of the asset management or private equity industry.
• Strong relationship building skills.
• High level of professionalism, confidentiality, discretion and judgment.
• 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.

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 still encourage you to apply.