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Investment CRM Product Owner

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

About the Role

Investment CRM Product Owner

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.comPurpose of the Position 
The incumbent in this position will serve as the Product Owner for Pantheon’s DealCloud investment CRM platform, sitting within the Investment Operations / Technology & Data function.
The role has ultimate responsibility for maximising the value of Pantheon’s investment CRM (DealCloud) through ownership of the product backlog, system roadmap, vendor relationship management, and stakeholder engagement. The VP will ensure that DealCloud is continuously aligned to business requirements, upgraded efficiently, and utilised effectively across investment teams globally.
The successful candidate will bring hands-on experience from a prior implementation of DealCloud (or an equivalent CRM platform within a private equity or asset management context), and will drive adoption, governance, and development of new functionality.
Key Responsibilities: 
Product Ownership & Roadmap

Serve as overall Product Owner for DealCloud, responsible for backlog management, prioritisation, and delivery of enhancements.
Define and maintain the product vision and roadmap, aligned with Pantheon’s business strategy and investment operations model.
Oversee release planning, ensuring upgrades and new functionality are appropriately tested, validated, and deployed.
Continuously monitor performance, usage, and value delivery from the system.
Manage budget and commercials/contract with Dealcloud

Stakeholder Management

Act as the primary liaison between business stakeholders, technology teams, and external providers.
Partner with investment teams, investor relations, and operations to capture requirements and translate them into deliverable features.
Provide senior-level communication on product performance, roadmap progress, and business impact.
Manage expectations, resolve conflicts, and drive adoption across multiple stakeholder groups.

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Frequently Asked Questions

A Investment CRM Product Owner 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 Investment CRM Product Owner 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 Investment CRM Product Owner 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 Investment CRM Product Owner 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.