Senior Associate, Investor Services

Pantheon Ventures; Camden Town; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading investment firm in Camden Town is seeking an experienced professional to lead AML and onboarding processes for Tier 3 investors. You will manage a high-performing Investor Services team and drive process improvements to enhance client journeys. The ideal candidate will have proven experience in investor onboarding, a strong understanding of private markets, and excellent relationship-building skills. This role offers the opportunity to make a significant impact in a reputable firm.

Qualifications

• Proven experience in investor onboarding and AML collation.
• Strong understanding of private markets and asset management.
• A track record of delivering impactful projects.

Responsibilities

• Lead AML and onboarding processes for Tier 3 investors.
• Manage and mentor Investor Services team.
• Drive process improvement by automating client service activities.

Skills

Leadership experience

Stakeholder management

Process improvement

AML compliance

Relationship building

Education

Degree-level education

Job description

Responsibilities

• Lead AML and onboarding processes for Tier 3 investors, ensuring smooth and compliant client journeys.
• Manage and mentor a high-performing Investor Services team.
• Drive process improvement by identifying opportunities to automate and centralise client service activities.
• Collaborate cross-functionally with internal teams and third-party providers to enhance client experience.
• Represent client needs in internal working groups focused on service optimisation and operational efficiency.

About Pantheon Ventures

Pantheon Ventures is a global leader in private markets investing. We're committed to delivering exceptional client service through innovation, collaboration, and continuous improvement. If you're passionate about investor services and ready to make a real impact, we'd love to hear from you.

Qualifications

• Proven experience in investor onboarding, AML collation, and Transfer of Interest processes.
• Strong understanding of private markets and asset management.
• Excellent relationship-building and stakeholder management skills.
• A track record of delivering impactful projects and process improvements.
• Leadership experience with a passion for team development.
• Degree-level education is essential; IMC or equivalent may be required later.

Additional Information

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.

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.