Client Experience Business Analyst

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 have partnered with more than 650 clients, including institutional investors of all sizes as well as a growing number of private wealth advisers and investors, with approximately $65bn in discretionary assets under management (as of December 31, 2023). Leveraging our specialized experience and global team across Europe, the Americas and Asia, we invest with purpose and lead with expertise to build secure financial futures.

Purpose of Role

An opportunity has arisen for an experienced Business Analyst to join Pantheon’s Change team on a permanent basis, working on strategic client experience programs. The Business Analyst will engage with stakeholders at all levels of the organisation and support project delivery across multiple areas including strategy, business change, systems development and implementation. The successful candidate will be an expert in eliciting, validating and tracking business and system requirements from initiation through to successful delivery. They will have broad experience working on a variety of technology and change projects in the financial services sector and ideally experience within private markets front‑office / investor relations operating models. The candidate will have strong stakeholder‑management skills and the ability to work independently with technical and non‑technical stakeholders at all levels of seniority.

Key Responsibilities

• Develop a clear understanding of new projects, including eliciting objectives, scope and success criteria
• Gather and document business and system requirements, collaborating with technology and business team partners to drive consensus
• Define and document end‑to‑end business process maps, data flow models, use cases and entity‑relationship diagrams and other relevant project artefacts
• Work with business and technology colleagues to verify and validate requirements against solution delivery at each step of the lifecycle
• Proactively establish working relationships with key stakeholders and subject‑matter experts
• Support the successful adoption of business and IT change within the business community by maintaining engagement with the user base, enabling training and support as required
• Consistently own and drive through project issues to ensure a successful resolution with the respective teams in a timely manner

Skills and Experience Required

• Substantial experience of 5+ years in the financial services sector, with a strong track record of delivering projects – ideally within Private Markets or Fund Management
• Knowledge of the investment and investor relations lifecycles and related systems and processes (CRM, Marketing, Due Diligence, Closing/Onboarding, Data Management, Reporting etc)
• Ability to elicit and document detailed business requirements including provision of rationale and relevant context
• Ability to elicit and document end‑to‑end business process flows at all levels using BPMN and appropriate tools (e.g. MS Visio)
• Experience of Waterfall and Agile Scrum project life cycles within a structured environment
• Experience with backlog management in Azure DevOps or Jira
• Exposure to working with external third‑party vendors and partners
• Experience running workshops with both business and technical stakeholders to elicit business processes and requirements, review analysis and validate documented project artefacts
• Ability to develop and execute stakeholder engagement strategies, build strong rapport, constructively challenge stakeholder assumptions and mediate between conflicting requirements, ensuring consensus
• Ability to communicate complex solutions to technical and non‑technical stakeholders clearly and succinctly
• Ability to communicate rationale behind business processes and bring business teams/stakeholders and senior partners into alignment
• Project management, Scrum Master or team‑management skills

The following is desirable but not essential

• Business Analysis qualification and certifications (e.g. BCS Business Analysis)
• In‑depth knowledge of Private Markets including Private Equity and Private Credit and related business processes
• Knowledge of Private Market technology landscape
• Experience working on system delivery of systems related to Private Markets investor relations lifecycles

This job description is not an exhaustive statement of duties, responsibilities or requirements. The candidate may be required to perform other job‑related duties as reasonably requested by their manager. Pantheon is an Equal Opportunities employer. Pantheon is 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 encourage you still to apply.