Senior Associate, Investor Services

Pantheon; London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A global leader in private markets investing is seeking a Senior Associate to lead their Investor Services team in London. The role focuses on AML collation, transfers of interest, and ensuring exceptional client onboarding processes. Candidates should have proven experience in investor onboarding and a strong understanding of private markets. This role offers an exciting opportunity to influence client-facing processes in a highly reputable firm.

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.

Responsibilities

• Lead AML and onboarding processes for Tier 3 investors.
• Manage and mentor a high-performing Investor Services team.
• Drive process improvement by identifying opportunities to automate client service activities.
• Collaborate with internal teams and third-party providers.
• Represent client needs in internal working groups.

Skills

Investor onboarding

AML collation

Transfer of Interest processes

Stakeholder management

Project and process improvements

Education

Degree-level education

IMC or equivalent (may be required later)

Job description

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.

Are you an experienced investor onboarding or investor services professional looking to take the next step in your career?

Pantheon Ventures is seeking a Senior Associate to lead our Investor Services team, with a strong focus on AML collation, Transfers of Interest, and client onboarding excellence. This is a fantastic opportunity to shape and streamline client-facing processes in a global private markets firm.

• 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.

Experience required

• 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.

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.

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.