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Senior Associate, Private Wealth

New York, New York, United States

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 of professionals across Europe, the Americas and Asia, we invest with purpose and lead with expertise to build secure financial futures.

For further details please visit www.pantheon.com

Purpose of Position 

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

Roles & Responsibilities: 

  • Lead contact for existing 450 wealth management firm clients to assist with significant volume of daily inbound requests and client service matters for both private and evergreen funds.
  • Coordinate investor due diligence on Pantheon by facilitating meetings, RFPs, DDQs, ad hoc requests.
  • Engage in business development activities to generate leads and deepen relationships.
  • Oversee investor onboarding.
  • Coordinate marketing campaigns and product positioning efforts
  • Opportunity and pipeline tracking
  • Oversee collateral updates (pitchbooks, fact sheets, DDQs, quarterly updates, and other standard content)
  • Provide product management support (board approvals, internal memorandums, new product initiatives) 

Knowledge & Experience Required

  • Formal Business/Finance education
  • Series 7 and 63
  • Expertise in wealth management space
  • 4 years expertise in asset management sales/service to the US Private Wealth Market

This role is paying in the region of $135,000 - $145,000 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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