Analyst - Portfolio Strategy Team

Portfolio Strategy Analyst

Company Profile

Pantheon is an international investor in private equity, infrastructure & real assets and debt that invests on behalf of over 680 institutional investors (as at June 30, 2021), including public and private pension plans, insurance companies, endowments and foundations. Pantheon’s investment strategies include primary fund programs, secondaries, co-investments, infrastructure, real assets, real estate, private debt and customized programs. Pantheon also manages and advises Pantheon International Plc. (“PIP”), an investment company listed on the London Stock Exchange. Pantheon employs over 383 staff, including a global investment team of 113 investment professionals. Pantheon is headquartered in London with further offices in San Francisco, Hong Kong, Bogotá, Seoul, Tokyo, New York, Dublin and Berlin.

Pantheon is owned by Affiliated Managers Group Inc (“AMG”), alongside senior members of the Pantheon team.  AMG is a NYSE-listed asset management company with equity investments in leading boutique investment management firms.  The ownership structure, with Pantheon management owning a meaningful share of the equity in the business, provides a framework for long-term succession and enables Pantheon management to continue to direct the firm’s day-to-day operations.

For further details, please visit our website: www.pantheon.com

Purpose of Position

The Portfolio Strategy Analyst will be an integral member of Pantheon’s Portfolio Strategy Team. The team is responsible for the portfolio construction and monitoring of all of Pantheon’s clients across private equity, infrastructure, real assets, real estate, and private debt in all investment types – primaries, secondaries and co-investments. The team is also responsible for allocating investment opportunities across all of Pantheon’s clients.

The Analyst will be responsible for supporting a subset of private equity clients’ investment strategies and monitoring portfolios as they get invested over time. They will also be responsible, along with the rest of the team, for determining the allocation of all investments to Pantheon’s clients and creating the allocation recommendations to be presented to the Allocation committee.

Key Responsibilities

• Support the management of private equity primary investment strategies and monitor portfolio construction of existing Pantheon clients as portfolios get invested over time
• Assist other team members in determining the allocations for private equity primaries (as well as co-investments and secondaries, as needed) to determine which clients should invest in which transactions and manage the approvals process with the allocation committee
• Create materials and present to relevant investment committees on portfolio construction of primary clients
• Create and maintain excel analysis to support client portfolio construction needs
• Build and maintain relationships with deal teams to keep dialog on upcoming funds, capacity & client demand
• Create primary roadmaps for prospect clients and run analysis for RFPs (Request for Proposals)
• Assist Investor Relations and marketing teams in developing materials for investors related to portfolio construction
• Monitor and maintain dry powder analysis for a subset of large evergreen client vehicles
• Spearhead exercises to preserve data integrity of internal portfolio construction system
• Work on ad hoc portfolio strategy projects
• Ensure compliance with relevant laws, regulations and Pantheon policy (including reporting compliance risks and maintaining appropriate standards of conduct

Knowledge and Experience Required

• Bachelor's degree (or equivalent) required, preferably in a quantitative discipline e.g. finance, economics, mathematics, or other business related subject
• 1-2 years of experience in financial services, asset management, private equity, or other related field
• Working knowledge of private markets (particularly private equity) and understanding of portfolio construction principles a plus
• Provide a high degree of accuracy in work completed
• Ability to work well in a team and strong relationship management
• Highly organised with strong project management skills
• Ability to manage multiple workstreams at once
• High level of professionalism, confidentiality, discretion and judgement
• Excellent communication skills, both written and verbal
• PC literacy, including excellent working knowledge of Microsoft applications such as Excel, Word and PowerPoint
• Ability to manage and prioritise workloads effectively and efficiently
• Ability to work to tight deadlines/under pressure

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.