Associate, Investor Relations in Private Wealth - New York, United States - Pantheon Ventures Careers

Pantheon Ventures Careers
Pantheon Ventures Careers
Verified Company
New York, United States

1 week ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
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, Pantheon has 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 and advises 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 and Berlin.

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.


Purpose of Position


The Private Wealth team is responsible for managing Pantheon's relationships with independent wealth management firms, private banks, and family offices.


Key Responsibilities

  • Provide investor relations support to existing Pantheon Clients
  • Proactive new business development and lead generation
  • Create/manage/update marketing collateral (presentation, fact sheet, DDQ, customized collateral)
  • Coordinate client/prospect events
  • Provide product management support (board approvals, internal memorandums, pipeline tracking)
  • Ensure compliance with relevant laws, regulations and Pantheon policy (including reporting compliance risks and maintaining appropriate standards of conduct.

Knowledge and Experience Required

  • Business/finance degree
  • Proficiency in MS Office, especially Excel and PowerPoint
  • Expertise in wealth management space
  • Strong relationship building and influencing skills;
  • High level of professionalism, confidentiality, discretion and judgement;
  • Strong analytical skills;
  • Ability to work to tight deadlines/under pressure with minimum supervision;
  • Excellent written and verbal skills;
  • Proficiency with computers and software packages.
  • FINRA Series 7 & 63 required
This role is paying in the region of $125,000 - $140,000 per annum. Alongside Pantheon's wider employment benefits.


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.
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