Analyst, Investment

Purpose of Position 

The Analyst will be an integral member of Pantheon’s Investment Structuring Team sitting within the primary and co-investment team. The team is responsible for the closing of all primary and co-investments globally across the Pantheon platform. The successful applicant will coordinate junior aspects of the execution of Pantheon’s transactions including AML/KYC, SPV set up, Closing notices, Corporate Actions, and NDA’s etc. The analyst will work closely with the investment, operations and legal/compliance teams to ensure that processes are followed and executed in a timely and accurate manner.

We expect this position will be attractive to a candidate with a legal background who is interested in moving to a more commercial role with a wider interest in investments and business development.

Key Responsibilities 

• Supporting transaction completion with a focus on primary investments
• Completing NDAs
• AML/KYC checks
• Setting up SPVs and checklists
• Coordinating relevant approvals and signatures
• Legal checklists required for investment completion and investment restriction checks
• Closing notices and coordinating with the operations and finance teams on money transfers
• Assisting with fund sales execution
• Maintaining and ensuring accuracy of CRM database
• Ensuring that:
  • all relevant approvals have been received, legal and AML checklists have been signed off and investment restriction checks have been completed;
  • closing notices are completed accurately and on time;
  • operations and finance teams are notified of all relevant information in an accurate and timely manner;
  • money transfers are completed accurately; and
  • requirements and investment restrictions for all Pantheon clients are met.
• Working with Pantheon’s operations, treasury, finance, tax, legal and other back-office functions to continually improve Pantheon’s investment processes.

Knowledge & Experience Required 

• Provide a high degree of accuracy in work completed
• Ability to work well in a team
• High level of professionalism, confidentiality, discretion and judgement
• Excellent communication skills, both written and verbal
• PC literacy, including 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.
• Prior experience of working in a legal/compliance role would be beneficial however, not essential.
• Ability to work across jurisdictions and time-zones with different cultures and negotiating styles.
• A high degree of attention to detail and accuracy in work completed.
• Highly organised with strong project management skills and exceptional responsiveness.
• Ability to manage multiple workstreams and transactions at once.

Formal Education and Professional and/or Technical Qualifications

• A-Level (or Equivalent): A-B grades required at A-level, or their equivalent
• Bachelor's degree: Degree required preferably in finance, commerce, legal, law or business related
• Post graduate degree: Masters or post graduate legal qualification is ideal but not required