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Principal, Investment Specialist

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 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

For further details please visit www.pantheon.com

Investment Specialist – Evergreen Private Equity Platform 

Purpose of Position

We are seeking an experienced Investment Specialist to support the growth and investor engagement of our evergreen private equity funds. This role sits at the intersection of investments, fundraising, and investor relations, translating complex portfolio and strategy concepts into clear, compelling narratives for the private wealth audience. The ideal candidate brings deep private equity investment experience alongside exceptional communication and analytical capabilities. 

Key Responsibilities

Product & Investment Expertise 

  • Serve as a subject-matter expert on the Evergreen Funds’ strategy, structure, portfolio construction, and performance 
  • Partner closely with investment teams to understand deal rationale, portfolio evolution, and risk-return dynamics 
  • Maintain a strong grasp of market trends, competitive positioning, and peer fund strategies within private equity 

Investor Communication & Presentation 

  • Lead and support presentations to existing and prospective investors, including RIA’s, family offices, and other private wealth platforms 
  • Clearly articulate investment strategy, portfolio positioning, performance drivers, and outlook in both live and virtual settings 
  • Act as a trusted resource for investor-facing teams, providing clear and consistent messaging 

Content Development & Writing 

  • Produce high-quality written materials including investor letters, quarterly commentaries, FAQs, and ad hoc analysis 
  • Translate detailed investment analysis into concise, investor-friendly content  
  • Ensure consistency, accuracy, and professionalism across all product-related communications 

Analysis & Reporting 

  • Analyze fund performance, portfolio metrics, and attribution to support investor discussions and reporting 
  • Assist in developing and refining KPIs, benchmarks, and comparative analyses relevant to evergreen fund structures 
  • Respond to detailed investor due diligence requests with rigor and clarity 

Cross-Functional Collaboration 

  • Candidate will report into the Investment team but will work closely with Sales, Marketing, Legal, and Compliance teams 
  • Support product development initiatives 

Knowledge and Experience Required  

  • Experience 

    • Minimum 10 years of investment experience in private equity 
    • Strong understanding of private equity fund structures; experience with evergreen or semi-liquid vehicles is highly desirable 

    Skills & Attributes 

    • Excellent presentation skills with the ability to engage and influence senior, sophisticated audiences 
    • Exceptional writing skills, with a proven ability to produce clear, structured, and persuasive investment content 
    • Strong analytical skills, including comfort with financial analysis, performance attribution, and data interpretation 
    • Ability to balance technical depth with clear, accessible communication 
    • High attention to detail and a collaborative mindset 

    Education 

    • Bachelor’s degree required; advanced degree (MBA, CFA, or equivalent) preferred 

Expected base salary range: $200,000-$225,000

 

#LI-SB1

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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