Evergreen Portfolio Analytics Associate jobs in United States
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Pantheon · 6 days ago

Evergreen Portfolio Analytics Associate

positionNew York, New York, United States
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$125K/yr - $135K/yr
date5+ years exp

Pantheon is a leader in private markets investing with over 40 years of experience. The Associate will support the Portfolio Analytics team by leveraging private markets knowledge and data to develop strategic analytics for portfolio decision making and investment insights.

FinanceFinancial ServicesImpact InvestingVenture Capital
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H1B Sponsor Likelynote

Responsibilities

You will perform evergreen fund‑ and asset‑level analytics — time series and cross-sectional value driver analysis, portfolio composition analysis, risk-return analysis, market benchmarking alongside contribution and attribution analysis
Execute deal/investment/company‑level attribution and sector analytics to separate market vs. idiosyncratic return drivers
Produce scenario, risk‑concentration and macro‑trend analyses
Produce portfolio analytics which are key input into cash‑flow projections; feed outputs into pacing, liquidity and volatility reviews by partnering with Core Portfolio Management and Risk teams
Help systemise data pipelines (ETL) for analytical dashboards in partnership with Technology and DnA teams
Deliver end‑to‑end single-asset analytics: run back‑testing and forward‑looking NPV/IRR/ROE models, drill into value drivers, scenarios, stress tests, order‑of‑effects and optimal‑exit timing; forecast distribution waterfalls and hedge effectiveness
Power portfolio decisions: supply rolling NAV & cash‑flow projections and post‑mortem analyses versus original underwriting to arm Portfolio Management and Deal teams with data‑driven insights
Monitor private markets industry landscape to inform macro analytics and market mapping

Qualification

Private markets experienceFinancial modellingData analysisReturn attributionETL processesPythonTableau/Power BIProblem solvingAttention to detailCommunication skillsInnovative attitude

Required

5+ years' experience in private markets with focus on analytics, portfolio management, investments or risk
Highly proficient in financial modelling, data analysis and accounting
Expertise in return attribution, J-curve/L-curve analytics, risk-adjusted metrics
Ability to translate complex analytics into actionable insights for senior stakeholders
Experience in using a diverse analytics toolkit such as Excel, Powerpoint, Tableau/Power BI, Python
Bachelor's degree in Finance, Econometrics, Data Science or related field
Financial qualification (CFA, CAIA, FRM, ACA) or working towards one of these qualifications
Strong attention to detail, problem solving skills and ability to work and deliver with tight deadlines
Innovative and entrepreneurial attitude. Comfortable taking initiative
Ability to clearly and effectively communicate quantitative insights
Willing to work in a position with uneven and high priority project work

Preferred

Experience working in financial services, preferably in private markets especially fund of funds structure
Deep exposure to semi-liquid/evergreen products (for example, 1940 Act); coupled with direct investment expertise
Understanding of ETL processes and cloud warehouse technologies (Snowflake, Databricks, etc.)

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.
dateFounded in 1982
location
London, England, GBR
people-size201-500 employees
web-link
https://www.pantheon.com/

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

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