International Private Wealth - Analyst in London

International Private Wealth - Analyst in London

London Entry level 40000 - 50000 £ / year (est.) Home office (partial)
Pantheon

At a Glance

  • Tasks: Lead research and analysis for innovative investment products in private equity and debt.
  • Company: Join Pantheon, a leader in private markets investing with a collaborative culture.
  • Benefits: Competitive salary, professional development, and opportunities to work internationally.
  • Other info: Fluent in German? Perfect! You'll support the DACH region and grow your career.
  • Why this job: Make an impact in product development while building relationships with clients globally.
  • Qualifications: Degree level education and some experience in investor relations or related fields.

The predicted salary is between 40000 - 50000 £ 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.

Reporting 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 business development 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 servicing existing 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)

The role will be both internally and, after an extensive training period, also externally facing. While the externally facing part of the role will involve attending meetings, a material amount of this work will be internally facing (co-ordination with the Relationship Managers as well as marketing, operations, investment and legal teams) and much of the investor contact will be conducted by phone and email. The successful candidate will be results driven and is able to demonstrate a passion for product development and investor relations combining analytical as well as interpersonal skills with the aim to deliver an outstanding experience for the investor.

Specific Technical Knowledge Required

  • Strong knowledge of the asset management and private market industry, with a focus on private equity and private debt/credit and infrastructure – ideally with a secondary angle;
  • Experience with management of funds domiciled in Luxembourg and/or Ireland;
  • An understanding of the fund structuring and product development process;
  • Knowledge and understanding of the private wealth market would be useful;
  • Experience with CRM systems
  • Proficiency with computers and software packages; in particular Excel and PowerPoint.

Knowledge and Experience Required

  • Some professional experience in an IR or related role
  • Educated to degree level is essential
  • Professional Qualifications (beneficial, e.g. IMC)
  • German language skills are required as this role includes support for the DACH region
  • Strong organisational skills and ability to plan/manage time and budgets
  • Ability to work to tight deadlines/under pressure with supervision
  • Excellent communication skills, both written and verbal – we are looking for a “service minded person” able to build long term stable relationships.
  • Relationship building skills;
  • High level of professionalism, confidentiality, discretion and judgement;
  • Strong analytical skills and a high level of initiative

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.

International Private Wealth - Analyst in London employer: Pantheon

Pantheon is an exceptional employer, offering a dynamic and collaborative work culture that fosters innovation in private markets investing. With a strong commitment to employee growth, Pantheon provides extensive training and development opportunities, particularly for those in the International Private Wealth team, allowing individuals to thrive in their careers while contributing to meaningful investment solutions. Located in a vibrant financial hub, employees benefit from a diverse and inclusive environment, making it an ideal place for passionate professionals seeking to make a significant impact.

Pantheon

Contact Details:

Pantheon Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land International Private Wealth - Analyst in London

Get Involved with Campus Finance Societies

Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!

Attend Industry Workshops and Webinars

Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like Pantheon.

Leverage LinkedIn for Informational Interviews

Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.

Apply Directly through Company Websites

Don't just rely on job boards. Head directly to Pantheon's careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!

We think you need these skills to ace International Private Wealth - Analyst in London

Analytical Skills
Interpersonal Skills
Client Relationship Management
Project Management
Market Analysis
Product Development
Knowledge of Private Equity

Some tips for your application 🫡

Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!

Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!

Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!

Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!

How to prepare for a job interview at Pantheon

Brush Up on Your Financial Knowledge

Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.

Show Off Your Analytical Skills

Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.

Demonstrate Your Team Spirit

As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.

Prepare Thoughtful Questions

Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.