Associate, Investment (Co-Invest/Primaries)

Purpose of Position

Responsible for researching, sourcing, analysing and executing co-investment and primary investment opportunities. In addition, responsible for monitoring Pantheon’s co-investment and primary investment portfolio. 

Key Responsibilities

u  Performing financial modelling and evaluations of private equity co-investment and primary investment opportunities and supporting other more senior team members on deal negotiations, deal completion and other business development

u  Undertaking and leading transaction due diligence and analysis; including valuation modelling; preparation and presentation of investments proposals to Pantheon’s Co-investment Investment Committee and Primary Investment Committee

u  Contribute to global teams and support the execution of investment opportunities across Pantheon’s platform as appropriate

u  Coordination of execution/closing, including review and negotiation of legal documentation (with the support of Pantheon’s Investment Structuring Team)

u  Monitor existing investment portfolio

u  Completing ad hoc research tasks and responding to client service requests.

u  Over time manage and/or mentor analysts or administrators, as appropriate.

u  Ensure compliance with relevant laws, regulations and Pantheon policy (including reporting compliance risks and maintaining appropriate standards of conduct)

Knowledge and Experience Required

u  Prior experience of modelling either M&A or Private Equity transactions is a pre-requisite.

u  Prior experience in primary investment and co-investment is desirable.

u  High level of professionalism, confidentiality, discretion and judgement;

u  Strong problem solving, influencing and relationship-building skills;

u  Ability to work to tight deadlines/under pressure with minimum supervision;

u  Knowledge of one or more European languages is advantageous, but not essential;

u  Degree or equivalent highly desirable in a numerate discipline (finance, commerce or business-related, maths, physics or engineering) and CA or CFA would be advantageous.

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.