Based in Pantheon’s London office, the CRM & Client Onboarding Analyst will support the Product Strategy & Fundraising team, which is part of the Firm’s broader Client Solutions Team.

CRM Responsibilities: 

• Manage, maintain and optimise Pantheon's investor CRM database to ensure accuracy, integrity and accessibility of client/prospect data for use across the business.
• Produce and analyse CRM reports and dashboards (in conjunction with data visualisation tools) to inform business teams and support business development.
• Act as a primary point of contact and collaborate with key stakeholders across the business (including, but not limited to Client Solutions, Marketing and Operations).
• Support the CRM Manager where needed on internal training, key projects and enhancements to improve workflows, efficiencies and automation.

Client Onboarding Responsibilities: 

• Support the end-to-end client onboarding process, liaising with key internal stakeholders (including Client Solutions, Legal and Compliance teams).
• Maintain onboarding pipeline and distributable reports to provide visibility on clients/closings through to notices for operational set-up within internal systems and external administrators.
• Build strong relationships with internal stakeholders, assist the team with ad-hoc projects and process improvements to enhance controls and create efficiencies across the business.

Knowledge & Experience Required: 

• Strong academic credentials in Business, Finance, Economics, Accounting, or a related field.
• Prior work experience within financial services (preferably private markets or asset management) is advantageous.
• Strong written and verbal communication skills.
• Excellent attention to detail, with strong proofreading and organizational skills.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Confident working both independently and collaboratively across teams and seniority levels.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Strong analytical, numerical, and problem-solving skills.
• Self-motivated, proactive, and solutions-oriented mindset.

Purpose of Position

The core purpose of this role is to manage the content administration of Pantheon’s investor portal.

The candidate will have primary responsibility for the timely and accurate upload of documents to Pantheon’s Investor Portal, for coordination with the Tax, Finance, Client Reporting, Investor Relations and Marketing teams that generate these documents, for communicating to clients that their documents are available and have a key input into related change initiatives within Pantheon.

Key Responsibilities

• Maintain the Investor Portal to support client servicing (timely distribution of all client documents and communications, provide clients with lost login details, new user set up upon closings).
• Triaging and resolution of client queries within our service management system and the delegation of these amongst the wider Investor Relations team to ensure client needs are met responsively.
• Support the Investor Portal’s continued development, functionality upgrades and processes.
• Data Mining, cleansing of documents and client nomenclature to ensure a smooth and efficient experience for clients.
• Coordinating closely with not only the Investor Relations team, but the wider firm, in particular Operations, Finance & Tax.
• Liaising with Pantheon’s fund administrators to help support their reporting requirements.

Knowledge & Experience Required

• Experience working within the financial services sector.
• Experience with a document management system.
• Experience with client facing systems.
• Excellent communication skills, both written and verbal – we are looking for a “service minded person”.
• Intermediate to expert Excel skills.
• Positive, enthusiastic attitude with an ability to work at pace with accuracy.
• Strong organisational skills, with exceptional attention to detail.
• Ability to prioritise workflow, seeking guidance from managers where required.
• Tenacity and high degree of professionalism.
• Confidence, proactivity and responsive communication to resolve client queries.
• Flexible, adaptable, problem-solving and ‘a can do’ attitude.

Purpose of Position

The analyst in Bogota supports the MD, VP and Associate of the office in client services tasks, fundraising activities and analysis and execution of investment opportunities.

Key Responsibilities

Investor Relations & Fundraising:

• The Bogota analyst is responsible of providing support to prospecting through the creation of marketing materials, keeping track of follow ups and timely updating the CRM, led by the relationship manager.
• The analyst must effectively produce a pitch book, demonstrate basic understanding of the industry and complete basic RFP responses with direction of the relationship manager.
• The analyst is responsible of producing client update presentations fully understanding the underlying numbers and of supporting clients in a timely and accurate manner to promote re-ups.
• The analyst must keep track of client requests and liaise with the corresponding teams to provide a timely answer.

Investments:

• The analyst supports the sourcing, execution, analysis and monitoring of all investments in Latin America, including primaries, secondaries and co-investments.
• The analyst must be able to perform and effectively transmit accurate and reliable analytical work, identifying drivers of investment opportunities and gathering relevant data.
• The analyst is responsible of managing non-deal tasks, carrying out desktop research to improve origination, participate in projects to improve internal processes and support the production of investment updates and monitoring documents.

Admin & Talent:

• The analyst is responsible of supporting the timely execution of office administration tasks. 

Knowledge & Experience Required

• Bachelor’s degree in industrial engineering, business administration, economics or similar.
• 0 to 2 years of experience in the financial sector or related industries.
• Ability to work effectively as part of a team and strong relationship building skills.
• Fluent in English.
• Excellent analytical and communication skills, both verbally and written.
• Showcase strong problem-solving skills.
• PC literacy, in particular detailed working knowledge of Microsoft applications such as Excel, Word and PowerPoint.
• Ability to manage workloads effectively and efficiently and manage multiple projects simultaneously.

Purpose of Position

Pantheon is seeking a highly motivated Associate to support the continued growth of our US Private Wealth business. This individual will play a key role across client service, product support, and sales enablement, working closely with senior sales professionals and cross-functional teams.

The ideal candidate brings strong asset management experience, excellent organizational skills, and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities

Client Service & Product Support

• Respond to RFPs, RFIs, and other due diligence questionnaires in coordination with internal stakeholders
• Assist with the preparation and monthly update of marketing and reporting materials
• Manage inbound requests from clients and prospective investors
• Support investor onboarding processes, coordinating with internal teams to ensure timely and accurate completion

Sales & Sales Support

• Manage and maintain prospect pipelines to support sales strategy execution
• Coordinate CRM updates, data integrity, and reporting
• Drive prospect engagement through targeted outreach and campaign follow-ups
• Provide analytical and logistical support for active sales opportunities
• Assist in supporting various sales campaigns and marketing initiatives
• Monitor and maintain competitive intelligence updates on key fund competitors

Knowledge and Experience Required  

• Minimum 4 years of experience at an asset management firm
• FINRA Series 7 and 63 licenses
• Experience supporting sales, client service, or investor relations functions
• Private markets experience strongly preferred
• Strong understanding of private wealth distribution channels a plus
• Excellent written and verbal communication skills
• Detail-oriented with strong organizational and project management abilities
• Proficiency in CRM systems and Microsoft Office Suite

Expected base salary - $110,000-$130,000

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