Analyst, Investor Relations (DACH) - German Speaking

Role Overview

Start by showing recruiters you understand the team's mission and environment.

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 and secondary purchases, across private equity, real assets and private credit.
We have partnered with more than 650 clients, including institutional investors of all sizes as well as a growing number of private wealth advisers and investors, with approximately $65bn in discretionary assets under management (as of December 31, 2023).
Leveraging our specialized experience and global team of professionals across Europe, the Americas and Asia, we invest with purpose and lead with expertise to build secure financial futures.
For further details please visit www.pantheon.comPurpose of the Position
Supporting the regional Relationship Managers, the position will have a key role to play in co­ordinating and managing activities relating to the support of our existing client relationships and prospecting activities in the DACH-Region (Germany, Austria and German-speaking Switzerland).
As an Analyst in the Investor Relationship team, the successful candidate will be responsible for the collation and analysis of a wide range of data points from around the firm, to be delivered by succinct and comprehensive written and oral communication to the end investor, prospect or consultant. The role also entails some administrative and project management duties in order to ensure the smooth running of the Investor Relations function.   
Key Responsibilities 

Support the Relationship Managers with the day-to-day maintenance of existing investor relationships, as well as prospective investor activities within the DACH region
Coordination and production of presentation materials, cash flow forecasts, fee/performance data, due diligence materials, etc. for client update meetings and prospecting activities, and handle any subsequent follow-ups
Maintaining detailed records of client and prospecting activities via the use of a CRM system
Managing of the closing/transfer process for new and existing investors, including supporting investors through their DD processes and collating KYC/AML
Coordinate and support RFP processes by collecting and preparing data as requested by the RFP team
Establish and maintain relationships with internal teams across Pantheon and work collaboratively with colleagues as well as external service providers to produce and collate relevant data and ensure both data and client/prospect activities are compliant
Support more senior team members in their day-to-day activities
Involvement in projects outside of day-to-day tasks for the individual’s allocated clients and prospects, which will benefit the wider firm and improve processes throughout the business

The role will be both internally and, after an extensive training period, also externally facing. While the externally facing part of the role will involve attending some meetings, a material amount of this work will be internally facing (co-ordination with the Relationship Managers as well as marketing, operations, investment and legal teams) and much of the investor contact will be conducted by phone and email.
The successful candidate will be results driven and is able to demonstrate a passion for private markets and the financial industry, an eagerness for client relations combining analytical as well as interpersonal skills with the aim to deliver an outstanding experience for the investor. An enthusiastic attitude and willingness to learn is integral.  As the successful candidate will be servicing German-Speaking investors, the candidate must demonstrate excellent verbal and written German language skills.
Knowledge & Experience Required 

Knowledge of the Asset Management and Private Market industry;
Strong relationship building and influencing skills with a client-centric mindset;
High level of professionalism, confidentiality, discretion and judgement;
Strong analytical skills and a high level of initiative;
Ability to work to tight deadlines/under pressure with some supervision;
Excellent attention to detail;
Excellent written and verbal skills in both German and English (Native level proficiency required)
Proficiency with computers and software packages; in particular Excel and PowerPoint.
Educated to degree level is essential
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, we are committed to building a diverse and inclusive workforce so if you're excited about this role but your past experience doesn't perfectly align we'd still encourage you to apply.