Associate Investor Relations Private Wealth

Associate

Purpose of Position

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

Key Responsibilities

• Provide investor relations support to existing Pantheon Clients
• Proactive new business development and lead generation
• Coordinate all Private Wealth fundraising activities (events, email/call campaigns, individual client/prospect meetings, quarterly investor call)
• Create/manage/update marketing collateral (presentation, fact sheet, DDQ, customized collateral)
• Coordinate client/prospect events
• Provide product management support (board approvals, internal memorandums, pipeline tracking)
• Ensure compliance with relevant laws, regulations and Pantheon policy (including reporting compliance risks and maintaining appropriate standards of conduct

Knowledge and Experience Required

• Formal business/finance education
• Series 7 and 63
• Expertise in wealth management space

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