Pantheon

Analyst, Investment

Pantheon  •  London, GB (Onsite)  •  2 months ago
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Job Description

Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for an innovative approach to investing in secondaries, co-investments, and primary fund investments, as well as capital formation across commingled funds, evergreen vehicles and customized solutions. Our specialist investment capabilities span multiple strategies across private equity, infrastructure and real assets, and private credit. Through our collaborative and committed culture, we find new ways to solve complex problems together and deliver innovative investment opportunities across private markets. Pantheon currently manages approximately $82.3 billion in AUM across all its strategies, serving more than 750 institutional and 638 private wealth clients worldwide

For further details please visit www.pantheon.com

Purpose of Position

The Analyst will be an integral member of Pantheon’s Investment Structuring Team sitting within the primary and co-investment team. The team is responsible for the closing of all primary and co-investments globally across the Pantheon platform. The successful applicant will coordinate junior aspects of the execution of Pantheon’s transactions including AML/KYC, SPV set up, Closing notices, Corporate Actions, and NDA’s etc. The analyst will work closely with the investment, operations and legal/compliance teams to ensure that processes are followed and executed in a timely and accurate manner.

We expect this position will be attractive to a candidate with a legal background who is interested in moving to a more commercial role with a wider interest in investments and business development.

Key Responsibilities

  • Supporting transaction completion with a focus on primary investments
  • Completing NDAs
  • AML/KYC checks
  • Setting up SPVs and checklists
  • Coordinating relevant approvals and signatures
  • Legal checklists required for investment completion and investment restriction checks
  • Closing notices and coordinating with the operations and finance teams on money transfers
  • Assisting with fund sales execution
  • Maintaining and ensuring accuracy of CRM database
  • Ensuring that:
    • all relevant approvals have been received, legal and AML checklists have been signed off and investment restriction checks have been completed;
    • closing notices are completed accurately and on time;
    • operations and finance teams are notified of all relevant information in an accurate and timely manner;
    • money transfers are completed accurately; and
    • requirements and investment restrictions for all Pantheon clients are met.
  • Working with Pantheon’s operations, treasury, finance, tax, legal and other back-office functions to continually improve Pantheon’s investment processes.

Knowledge & Experience Required

  • Provide a high degree of accuracy in work completed
  • Ability to work well in a team
  • High level of professionalism, confidentiality, discretion and judgement
  • Excellent communication skills, both written and verbal
  • PC literacy, including working knowledge of Microsoft applications such as Excel, Word and PowerPoint
  • Ability to manage and prioritise workloads effectively and efficiently
  • Ability to work to tight deadlines/under pressure.
  • Prior experience of working in a legal/compliance role would be beneficial however, not essential.
  • Ability to work across jurisdictions and time-zones with different cultures and negotiating styles.
  • A high degree of attention to detail and accuracy in work completed.
  • Highly organised with strong project management skills and exceptional responsiveness.
  • Ability to manage multiple workstreams and transactions at once.

Formal Education and Professional and/or Technical Qualifications

  • A-Level (or Equivalent): A-B grades required at A-level, or their equivalent
  • Bachelor's degree: Degree required preferably in finance, commerce, legal, law or business related
  • Post graduate degree: Masters or post graduate legal qualification is ideal but not required

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.

Pantheon

About Pantheon

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, secondary purchases and direct customized solutions, across private equity, real assets and private credit.

We have partnered with more than 1,000 clients, including institutional investors of all sizes as well as a growing number of private wealth advisers and investors, with approximately $62bn in discretionary assets under management and a combined $94.6bn in assets managed or advised (as of June 30, 2023) through a wide range of pooled funds and bespoke, customized accounts.

Using creative approaches informed by our specialized experience and delivered by a global team of professionals based in offices across Europe, the Americas and Asia, we invest with purpose and lead with expertise to build secure financial futures.

Industry
Finance & Insurance
Company Size
501-1,000 employees
Headquarters
London, GB
Year Founded
1982
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