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DnA Portfolio Data Associate (Operations)

London, United Kingdom
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Job Overview

Salary
Location London, United Kingdom
Type Full-time

Skills & Requirements

Skills requirements will be updated shortly.

Strong analytical and problem-solving skills
Excellent communication and presentation abilities
Proficiency in financial modeling and analysis
Attention to detail and accuracy
Ability to work under pressure and meet deadlines
Team collaboration and leadership skills

Qualifications & Education

Experience Required

2-5

About the Role

DnA Portfolio Data Associate (Operations)

Curated brief to help you tailor your application.

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.comDnA Overview 
The Data and Analytics (DnA) team is a newly established function that integrates the Data Integrity and Portfolio Analytics teams. DnA plays a critical role in supporting key functions across the organization, including Investment, Investor Relations (IR), Core Portfolio Management (Core PM), and Fund Finance. At its core, the DnA team plays foundational role in Pantheon’s data ecosystem, ensuring accurate ingestion and integrity of Pantheon’s core data —including client, managed fund, deal, investment, and asset data. This disciplined approach to data stewardship powers actionable portfolio analytics that are essential to:  

Enhancing the investment decision-making process  

Improving transparency and engagement with clients  

Enabling data-driven portfolio and financial oversight  

Credential Spotlight

If you're progressing toward these certifications, make it visible.

  • ACAShow evidence of ACA exam progress or chartered status.
  • ACCAReference your ACCA papers or membership level.
  • CFACall out CFA exam level, passes, or charterholder status.

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Frequently Asked Questions

A DnA Portfolio Data Associate (Operations) is responsible for key financial functions including analysis, reporting, and strategic planning. This level position requires expertise in sector dynamics and involves working with cross-functional teams to drive business growth and financial performance.
This DnA Portfolio Data Associate (Operations) role typically requires a degree in Finance, Accounting, Economics, or related field. Candidates should have relevant experience in sector, strong analytical skills, proficiency in financial modeling, and excellent communication abilities. Professional qualifications such as CFA, ACCA, or ACA are often preferred.
Career progression from a DnA Portfolio Data Associate (Operations) role can lead to senior finance positions such as Finance Manager, Finance Director, or CFO roles. The sector offers diverse opportunities for professional development, including specialized areas like investment banking, corporate finance, or financial planning and analysis.
To apply for this DnA Portfolio Data Associate (Operations) position, click the 'Send CV' button above to submit your application directly to the hiring manager. Ensure your CV highlights relevant experience and financial expertise. Our recruitment consultants will review your application and contact you within 24-48 hours if your profile matches the requirements.