Private Wealth - Product Development - Associate

Job Description

Pantheon is a leading global private markets specialist currently investing on behalf of more than 1,000 investors, including public and private pension plans, insurance companies, endowments, foundations and private wealth clients. Founded in 1982, Pantheonhas an established reputation across private market asset classes, covering all stages and geographies, and provides investment solutions that include flagship fund offerings, as well as integrated programs and customized solutions. Pantheon also manages andadvises Pantheon International Plc (“PIP”) and Pantheon Infrastructure Plc (“PINT”), both investment companies listed on the London Stock Exchange.As of December 31, 2022, Pantheon had $92.8 billion in assets under management and advice and the firm currently has more than 460 employees located across its offices in London, San Francisco, New York, Chicago, Hong Kong, Seoul, Bogotá, Tokyo, Dublin andBerlin. Its global workforce includes more than 140 investment professionals.Pantheon is majority-owned by Affiliated Managers Group Inc. (NYSE: AMG), a leading partner to independent active investment management firms globally, alongside senior members of the Pantheon team.For further details, please visit our website: www.pantheon.comPurpose of PositionReporting to the Principal in the International Private Wealth team, which is part of the broader Investor Relations department, this is a unique opportunity to play a key role in the product development of new product initiatives and supporting businessdevelopment activity across our international teams (ex. US).The role is to lead the research, analysis, and development of new and existing products for Pantheon’s private equity, private debt, infrastructure, and real assets strategies. Additionally, the successful candidate will have a key role to play in servicingexisting clients and developing new business from existing and new relationships.Key Responsibilities

• Client and prospect contact via face to face, mail, and phone (e.g., meetings, events, forums)
• Co-ordination, production and review of presentation materials, performance data, due diligence materials
• Support, co-ordinate and assist Relationship Managers with the day-to-day management of existing investor relationships as well as the investor activities within a specified region(s).
• Independently coordinate and support end to end RFP processes by collecting and preparing data and guide the RFP team as required
• Project manage product development initiatives, including both semi liquid evergreen vehicles, and closed-ended vehicles;
• Prepare, present and facilitate review and approval of business plans and other commercial/fund documentation to relevant Pantheon committees;
• Perform market analysis, competitor and product research relating to both existing and new products
• Establish and maintain relationships with teams across Pantheon as well as external service providers to produce and collate relevant and value add data and ensure both data and client/prospect activities are compliant
• Ensure compliance with relevant laws, regulations and Pantheon policy (including reporting compliance risks and maintaining appropriate standards of conduct

Special Technical Knowledge Required

• Product development knowledge
• Strong knowledge of the asset management and private market industry, with a focus on private equity and private debt/credit;
• Experience with management of funds in domiciled in Luxembourg and/or Ireland;
• Detailed understanding of the fund structuring and product development process;
• Knowledge and understanding of the private wealth market is essential;
• Experience with CRM systems
• Proficiency with computers and software packages; in particular Excel and PowerPoint.

Knowledge and Experience Required

• Strong organisational skills and ability to plan/manage time and budgets
• Ability to work to tight deadlines/under pressure with minimum supervision
• Excellent communication skills, both written and verbal – we are looking for a “service minded person” able to build long term stable relationships.
• Strong relationship building and influencing skills;
• High level of professionalism, confidentiality, discretion and judgement;
• Strong analytical skills and a high level of initiative;
• Educated to degree level is essential
• Professional Qualifications (beneficial, e.g. IMC)
• Other Formal Training (beneficial, e.g. Presentation)
• Knowledge of Financial Services
• Language skills such as Spanish or Mandarin will be helpful.

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 youre excited about this role but your past experience doesnt perfectly align wed still encourage you to apply.