Pantheonpublic~25d ago

CRM & Client Onboarding Analyst

United Kingdom·Londonmid

OtherAnalyst

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Quick Summary

Key Responsibilities

Manage, maintain and optimise Pantheon's investor CRM database to ensure accuracy, integrity and accessibility of client/prospect data for use across the business.

Technical Tools

OtherAnalyst

Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for an innovative approach to investing in secondaries, co-investments, and primary fund investments, as well as capital formation across commingled funds, evergreen vehicles and customized solutions. Our specialist investment capabilities span multiple strategies across private equity, infrastructure and real assets, and private credit. Through our collaborative and committed culture, we find new ways to solve complex problems together and deliver innovative investment opportunities across private markets. Pantheon currently manages approximately $82.3 billion in AUM across all its strategies, serving more than 750 institutional and 638 private wealth clients worldwide

For further details please visit www.pantheon.com

Based in Pantheon’s London office, the CRM & Client Onboarding Analyst will support the Product Strategy & Fundraising team, which is part of the Firm’s broader Client Solutions Team.

Responsibilities

~1 min read

→Manage, maintain and optimise Pantheon's investor CRM database to ensure accuracy, integrity and accessibility of client/prospect data for use across the business.
→Produce and analyse CRM reports and dashboards (in conjunction with data visualisation tools) to inform business teams and support business development.
→Act as a primary point of contact and collaborate with key stakeholders across the business (including, but not limited to Client Solutions, Marketing and Operations).
→Support the CRM Manager where needed on internal training, key projects and enhancements to improve workflows, efficiencies and automation.

Responsibilities

~1 min read

→Support the end-to-end client onboarding process, liaising with key internal stakeholders (including Client Solutions, Legal and Compliance teams).
→Maintain onboarding pipeline and distributable reports to provide visibility on clients/closings through to notices for operational set-up within internal systems and external administrators.
→Build strong relationships with internal stakeholders, assist the team with ad-hoc projects and process improvements to enhance controls and create efficiencies across the business.

Strong academic credentials in Business, Finance, Economics, Accounting, or a related field.
Prior work experience within financial services (preferably private markets or asset management) is advantageous.
Strong written and verbal communication skills.
Excellent attention to detail, with strong proofreading and organizational skills.
Ability to manage multiple tasks and deadlines in a fast-paced environment.
Confident working both independently and collaboratively across teams and seniority levels.
Proficiency in Microsoft Office (Word, Excel, PowerPoint).
Strong analytical, numerical, and problem-solving skills.
Self-motivated, proactive, and solutions-oriented mindset.