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- Tasks: Manage and optimise our investor CRM database while supporting client onboarding processes.
- Company: Join Pantheon, a leader in private markets investing with a collaborative culture.
- Benefits: Gain valuable experience in finance with opportunities for growth and development.
- Why this job: Make an impact by enhancing client relationships and improving business efficiencies.
- Qualifications: Strong academic background in Business or Finance; prior experience in financial services is a plus.
- Other info: Dynamic work environment with a commitment to diversity and inclusion.
The predicted salary is between 35000 - 45000 £ per year.
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.
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 Panton’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.
- 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.
- 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.
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.
CRM & Client Onboarding Analyst employer: Pantheon
Contact Detail:
Pantheon Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM & Client Onboarding Analyst
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Ace the Interview
Prepare for your interviews by researching Pantheon and understanding their values and culture. We recommend practising common interview questions and having a few of your own ready to show your interest. Remember, it’s a two-way street!
✨Show Off Your Skills
When you get the chance, demonstrate your analytical and problem-solving skills during discussions. Use examples from your past experiences to highlight how you can add value to the CRM & Client Onboarding Analyst role. We want to see your potential shine!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of our team at Pantheon.
We think you need these skills to ace CRM & Client Onboarding Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the CRM & Client Onboarding Analyst role. Highlight relevant experience in financial services and any skills that match the job description, like attention to detail and communication skills.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about the role at Pantheon and how your background makes you a great fit. Be sure to mention your problem-solving skills and collaborative mindset.
Showcase Your Analytical Skills: Since the role involves producing and analysing CRM reports, make sure to highlight any experience you have with data analysis or reporting tools. This will show us that you can handle the analytical side of the job.
Apply Through Our Website: We encourage you to apply through our website for the best chance of being noticed. It’s the easiest way for us to keep track of your application and ensure it gets to the right people!
How to prepare for a job interview at Pantheon
✨Know Your CRM Inside Out
Make sure you understand the ins and outs of CRM systems, especially how they apply to client onboarding. Brush up on your knowledge of data management and reporting tools, as you'll likely be asked about your experience with these during the interview.
✨Showcase Your Analytical Skills
Prepare to discuss specific examples where you've used analytical skills to solve problems or improve processes. Think about times when you’ve produced reports or dashboards that had a positive impact on your team or organisation.
✨Demonstrate Strong Communication
Since this role involves liaising with various stakeholders, practice articulating your thoughts clearly and confidently. Be ready to explain how you've successfully collaborated with different teams in the past, highlighting your written and verbal communication skills.
✨Be Proactive and Solutions-Oriented
During the interview, convey your proactive mindset by sharing examples of how you've taken initiative in previous roles. Discuss any process improvements you've implemented and how they enhanced efficiency, showing that you're not just a doer but also a thinker.