What are the responsibilities and job description for the Associate, Private Wealth position at pantheonpublic?
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
Purpose of Position
Pantheon is seeking a highly motivated Associate to support the continued growth of our US Private Wealth business. This individual will play a key role across client service, product support, and sales enablement, working closely with senior sales professionals and cross-functional teams.
The ideal candidate brings strong asset management experience, excellent organizational skills, and the ability to manage multiple priorities in a fast-paced environment.
Key Responsibilities
Client Service & Product Support
- Respond to RFPs, RFIs, and other due diligence questionnaires in coordination with internal stakeholders
- Assist with the preparation and monthly update of marketing and reporting materials
- Manage inbound requests from clients and prospective investors
- Support investor onboarding processes, coordinating with internal teams to ensure timely and accurate completion
Sales & Sales Support
- Manage and maintain prospect pipelines to support sales strategy execution
- Coordinate CRM updates, data integrity, and reporting
- Drive prospect engagement through targeted outreach and campaign follow-ups
- Provide analytical and logistical support for active sales opportunities
- Assist in supporting various sales campaigns and marketing initiatives
- Monitor and maintain competitive intelligence updates on key fund competitors
Knowledge and Experience Required
- Minimum 4 years of experience at an asset management firm
- FINRA Series 7 and 63 licenses
- Experience supporting sales, client service, or investor relations functions
- Private markets experience strongly preferred
- Strong understanding of private wealth distribution channels a plus
- Excellent written and verbal communication skills
- Detail-oriented with strong organizational and project management abilities
- Proficiency in CRM systems and Microsoft Office Suite
Expected base salary - $110,000-$130,000
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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.
Salary : $110,000 - $130,000