Private Equity 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 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:
We are seeking a private equity investment professional on the US Secondaries Investment Team, based in NY, who would report to a Managing Director and execute private equity secondary deals with senior members of the team. Investment opportunities will include a focus on GP-led deals, such as single company secondary transactions across the US PE buyout universe that require a similar level of due diligence as direct buyout or co-investment opportunities. The individual will also execute on traditional LP stake transactions and will be able to leverage Pantheon’s longstanding relationships across the Primary and Co-investment platforms. We are committed to hiring the best candidate as soon as possible to join our team with a preference for an experienced Analyst-level candidate with prior investing / investment banking experience - A merit-based career track opportunity is available to candidates who demonstrate exceptional work ownership, high competency, and excellent problem solving and communication skills.
Key Responsibilities:
The successful candidate is expected to assume the following key responsibilities plus any other reasonable duties as required:
- Executing the diligence and financial modelling of private equity secondary investment opportunities including, assisting in managing the flow of diligence materials received, contributing to diligence meetings, supporting transaction due diligence, preparing investment memos, and presenting the opportunity to the Secondary Investment Committee.
- Coordinating closely with senior team members on deal negotiations and deal completion.
- Monitoring the evolution and performance of completed transactions as well as selected brand-name buyout funds across the US PE market.
- Supporting other secondaries business development and origination initiatives and interfacing with Clients.
- Ensuring compliance with relevant laws, regulations and Pantheon policy.
Knowledge & Experience Required:
- Prior financial analysis and valuation modelling experience required, preferably with an investment firm (PE or equities).
- Ability to assess and synthesize merits / risks of an investment in an insightful way and to develop and execute on an appropriate diligence plan to address key concerns.
- Ability to work in a collaborative, global team, including virtually across physical office locations (e.g., SF to NY or London) and across the Pantheon platform (e.g., Primaries, Co-investment, Private Credit, Infrastructure).
- Ability to work to tight, transaction-driven deal deadlines with minimum supervision and to manage workloads efficiently.
- Outstanding verbal and quantitative problem solving and communication skills, demonstrated via mastery of Excel and PowerPoint (financial modelling and investment thesis presentations), and engagement with key stakeholders (GPs, intermediaries, portfolio company operator executives, current and prospective clients, and senior members across the Pantheon platform).
- High level of professionalism, confidentiality and discretion
Expected base salary range: $105,000 - $110,000
Actual base salary is determined by a range of factors including individual experience, skills and qualifications.
In addition to the above salary, Pantheon offers a generous employee benefits package and successful candidates are eligible to receive a discretionary bonus.
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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