Analyst, Investor Relations (DACH) - German Speaking

Pantheon; City Of London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A private markets investment firm is seeking an Analyst for their Investor Relations team to support investor relationships in the DACH region. The successful candidate will manage data collection and presentation, maintain client records, and assist in RFP processes. Strong analytical skills and fluency in German and English are required. This role offers a comprehensive training period and is focused on both internal and external communications.

Qualifications

• Knowledge of the Asset Management and Private Market industry.
• Strong relationship-building and influencing skills.
• High level of professionalism and confidentiality.
• Ability to work under tight deadlines.

Responsibilities

• Support Relationship Managers with investor relationships.
• Coordinate and produce presentation materials.
• Maintain records of client and prospecting activities.
• Support RFP processes by collecting and preparing data.

Skills

Analytical skills

Relationship building

Client-centric mindset

Attention to detail

Written and verbal German

Written and verbal English

Education

Degree level education

Tools

Excel

PowerPoint

Job description

Analyst, Investor Relations (DACH) - German Speaking

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.

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

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.