Analyst, Investor Relations jobs in United States
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Pantheon · 3 months ago

Analyst, Investor Relations

Pantheon is a leading firm in private markets investing, known for its innovative solutions across various investment types. The Analyst, Investor Relations will play a key role in supporting client relationships by analyzing data and communicating insights effectively to clients and prospects.

FinanceFinancial ServicesImpact InvestingVenture Capital
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H1B Sponsor Likelynote

Responsibilities

Play a key role in addressing the needs of Pantheon’s institutional clients across North America. Client service responsibilities include, but are not limited to, working closely with senior Relationship Managers to respond to all client queries in a timely manner and prepare materials for client and prospect meetings
Provide updates on client portfolios by creating materials, generating reports and producing thoughtful analyses to illustrate key performance figures and portfolio attributes
Respond to investor due diligence questions and assist in client onboarding processes
Coordinate with various teams internally – investment teams, operations, legal, compliance, etc. – to gather information and materials needed for clients and prospects
Assist in fundraise efforts by leveraging databases to identify prospective investors and maintaining lists to track the team’s fundraising progress
Maintain internal databases to ensure information remains up to date and accurate
Demonstrate excellent attention to detail in all pieces of work and ability to multi-task
The successful candidate will be proactive and is able to demonstrate a passion for sales and client service
The role will be both internally and, after an extensive training period, externally facing. While the externally facing part of the role will involve attending meetings, a material amount of this work will be internally facing (co-ordination with the client services team and with the marketing, operations, investment and legal teams) and much of the prospect/client contact will be conducted by phone and email

Qualification

Asset management knowledgeFINRA Series 7 & 63Analytical skillsCommunication skillsProficiency with softwareRelationship buildingAttention to detail

Required

Knowledge of the asset management or private equity industry
Strong relationship building skills
High level of professionalism, confidentiality, discretion and judgement
Strong analytical skills
Ability to work towards key deadlines with minimal supervision
Excellent communication, written and verbal skills
Strong attention to detail
Proficiency with computers and software
FINRA Series 7 & 63 required

Benefits

Generous employee benefits package
Discretionary bonus

Company

Pantheon

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Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for providing innovative solutions covering the full lifecycle of investments, from primary fund commitments to co-investments, secondary purchases and direct customized solutions, across private equity, real assets and private credit.

H1B Sponsorship

Pantheon has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (3)
2023 (3)
2022 (1)
2021 (3)

Funding

Current Stage
Growth Stage
Total Funding
unknown
2003-12-18Acquired

Leadership Team

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Robin Bailey
Chief Operating Officer
A
Alex Scott
Partner
Company data provided by crunchbase