Associate, Portfolio Strategy

6 months ago

London, United Kingdom Pantheon Ventures Careers Full time

Pantheon is a leading global private markets specialist currently investing on behalf of more than 1,000 investors, including public and private pension plans, insurance companies, endowments, foundations and private wealth clients. Founded in 1982, Pantheon has an established reputation across private market asset classes, covering all stages and geographies, and provides investment solutions that include flagship fund offerings, as well as integrated programs and customized solutions. Pantheon also manages and advises Pantheon International Plc ("PIP") and Pantheon Infrastructure Plc ("PINT"), both investment companies listed on the London Stock Exchange.

As of December 31, 2022, Pantheon had $92.8 billion in assets under management and advice and the firm currently has more than 460 employees located across its offices in London, San Francisco, New York, Chicago, Hong Kong, Seoul, Bogotá, Tokyo, Dublin and Berlin. Its global workforce includes more than 140 investment professionals.

Pantheon is majority-owned by Affiliated Managers Group Inc. (NYSE: AMG), a leading partner to independent active investment management firms globally, alongside senior members of the Pantheon team.

**Purpose of Position**

The Portfolio Strategy Associate will be an integral member of Pantheon's Portfolio Strategy Team. The team is responsible for the portfolio construction and monitoring of all of Pantheon's clients across private equity, infrastructure, real assets, real estate, and private debt across all investment types - primaries, secondaries and co-investments. The team is also responsible for allocating investment opportunities across all of Pantheon's clients.

The Associate will be responsible for supporting a subset of private equity clients' investment strategies and monitoring portfolios as they get invested over time. They will also be responsible, along with the rest of the team, for determining the allocation of all investments to Pantheon's clients and creating the allocation recommendations to be presented to the Allocation committee.

**Key Responsibilities**
- Manage investment strategies and monitor portfolio construction of existing Pantheon clients (consist of commingled funds, separately managed accounts, and evergreen/open-ended funds) as portfolios are invested over time
- Determine the allocations for private equity co-investments and primaries to determine which clients should invest in which transactions, and manage the approvals process with the allocation committee
- Collaborate with senior portfolio managers and other relevant stakeholders to manage the investment strategy for PPEXX, the AMG Pantheon Fund, a registered evergreen vehicle offering core private equity exposure to US accredited investors
- Present regular updates on portfolio construction, deployment, and client developments to the relevant investment committees
- Assist investor relations and marketing teams in presenting on portfolio construction to clients and developing materials for investors related to portfolio construction
- Support the Head of Portfolio Strategy on investment strategy development
- Spearhead research projects related to portfolio construction and strategy
- Ensure compliance with relevant laws, regulations and Pantheon policy (including reporting compliance risks and maintaining appropriate standards of conduct

**Knowledge and Experience Required**
- 4+ years of experience in financial services, investment consulting, asset management, private equity, or other related field
- Working knowledge of private markets (particularly private equity) and understanding of portfolio construction principles a plus
- CFA/CAIA or Master's degree a plus
- Provide a high degree of accuracy in work completed
- Ability to work well in a team and strong relationship management
- Highly organised with strong project management skills
- Ability to manage multiple workstreams at once
- High level of professionalism, confidentiality, discretion and judgement
- Excellent communication skills, both written and verbal
- Ability to manage and prioritise workloads effectively and efficiently
- Ability to work to tight deadlines/under pressure

**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.

  • Associate Portfolio Manager Program

    6 months ago

    London, United Kingdom Caxton Associates Full time

    Company Overview: Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, New Jersey, Monaco and Singapore. Caxton Associates’ primary business is to manage client and proprietary capital through global macro hedge fund strategies. Assets are managed via a broad mandate to trade in a variety of global...

  • Portfolio Associate for Private Credit Strategies

    3 weeks ago

    London, Greater London, United Kingdom undisclosed Full time

    About the RoleA leading boutique alternative investment fund with a substantial portfolio is seeking a highly skilled Portfolio Associate to join its London-based team.The successful candidate will be responsible for providing deal support and management, valuations, and deal-level analysis for the firm's private credit strategies, including distressed debt...

  • Strategy Associate

    6 months ago

    London, United Kingdom Investing in Women Full time

    **Exciting Opportunity in Private Markets Strategy** Join a dynamic team in the Private Markets Group (PMG), managing a substantial portfolio of assets across various sectors. This organisation, renowned for its scale and expertise, offers a vibrant workplace with flexibility in office/homeworking arrangements. **About the Role** As a Strategy Associate,...

  • Portfolio Management Associate

    1 week ago

    London, Greater London, United Kingdom Mayford James Full time

    About UsMayford James is a leading provider of investment services.We are committed to delivering high-quality results to our clients, and we are seeking a highly skilled Portfolio Management Associate to join our team.The successful candidate will have a minimum of 5+ years of experience in portfolio management, with a proven track record of delivering...

  • Investment Portfolio Associate

    7 months ago

    London, United Kingdom USS Full time

    **Investment Portfolio Associate** *** **Business Area: ISA - Investment Strategy & Advice** *** **Place of Work: London** *** **Contract Type: Permanent** *** **When you join USS, the size and scale of our pension scheme means you will have numerous opportunities to learn and develop your career. Given our size you'll have real autonomy and...

  • Strategy Associate

    6 months ago

    London, United Kingdom USS Full time

    **Strategy Associate** *** **Business Area: Private Markets** *** **Place of Work: London** *** **Contract Type: Permanent** *** **When you join USS, the size and scale of our pension scheme means you will have numerous opportunities to learn and develop your career. Given our size you'll have real autonomy and influence as you collaborate closely...

  • Portfolio Associate

    6 months ago

    London, United Kingdom Trace Full time

    **Portfolio Associate role, London, Hybrid, up to £70k** A Family office, investing in private equity funds are looking to welcome a Portfolio Associate into their team. This is a newly curated role due to growth and is the perfect role for someone who has been in a similar position. **Your Role** - Supporting the team with portfolio monitoring, looking...

  • Associate, Strategy

    6 months ago

    London, United Kingdom Energy Impact Partners Full time

    Energy Impact Partners (EIP) is a global investment platform leading the transition to a sustainable energy future. EIP brings together entrepreneurs and some of the world’s most forward-looking energy, real estate, and industrial companies to advance clean energy innovation. With over $4 billion in assets under management, EIP invests globally across...

  • Portfolio Strategy Lead

    3 weeks ago

    London, Greater London, United Kingdom Royal Mail Group Full time

    Embark on a challenging and rewarding career with Royal Mail Group as we seek an exceptional Portfolio Strategy Lead to join our Property team.About the RoleThis is a national role that requires regular travel, including visits to your nearest office two to three times per week. Suitable office locations include London, Stockport, Leeds, Chesterfield, and...

  • Senior Consultant

    2 days ago

    London, United Kingdom Cobalt Consulting (UK) Ltd Full time

    My client is a leading professional services firm with a team who focus on identifying portfolio and location strategy solutions for a truly global client base. The Senior Consultant will play a central role in the delivery of projects, driving data collection and analysis, scoping and undertaking research to support hypotheses, and supporting in the...

  • Product Strategy Associate

    4 weeks ago

    London, Greater London, United Kingdom PIMCO Full time

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets.We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets.Our flexible capital base and deep relationships with issuers have helped us become one of the...

  • Content & Strategy Executive

    6 months ago

    London, United Kingdom Design Portfolio Full time

    Research and strategic consultancy in corporate reporting and digital communications: a junior role at the heart of our fast-developing business. Design Portfolio is seeking an enthusiastic and bright-minded person to join our growing team, with excellent writing skills and a business analytical yet creative approach. **Main responsibilities** Design...

  • Portfolio Monitoring Senior Associate

    6 months ago

    London, United Kingdom Barings Full time

    At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We...

  • Product Strategy Analyst/Associate

    2 months ago

    London, United Kingdom PIMCO Full time

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the...

  • Portfolio Development Associate

    2 weeks ago

    London, Greater London, United Kingdom Brookfield Asset Management Full time

    Brookfield Asset Management is a leading global alternative asset manager with over $600 billion in assets under management. As a Portfolio Development Associate at Brookfield, you will have the opportunity to work on a wide range of projects and initiatives that drive growth and value creation for our clients.The estimated salary for this role is $80,000 -...

  • Associate Portfolio Manager Program

    6 months ago

    London, United Kingdom Caxton Associates Full time

    Company Overview:Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco and Singapore. Caxton Associates’ primary business is to manage client and proprietary capital through global macro hedge fund strategies. Assets are managed via a broad mandate to trade in a variety of global markets and...

  • AI Portfolio Strategy Director

    2 weeks ago

    London, Greater London, United Kingdom Bell Integration Full time

    Job Title: AI Portfolio Strategy DirectorAbout the Role:The Bell Integration team is seeking a highly skilled Ai Portfolio Strategy Director to join our team. As an AI Portfolio Strategy Director, you will be responsible for developing and executing a strategic plan to position and market the company's AI solutions & services in a way that drives revenue...

  • Portfolio Associate

    6 months ago

    London, United Kingdom PIMCO Full time

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the...

  • Portfolio Implementation Associate

    8 months ago

    London, United Kingdom Mason Blake Full time

    Our client, a leading asset manager is looking to recruit a **Portfolio Implementation Associate** into the Portfolio Management team. The role is involved implementation of investment ideas across a wide range of multi-asset portfolios. **Responsibilities**: - Manage portfolio order generation, cash and FX and transitions across equity and fixed income...

  • Portfolio Monitoring Associate

    6 months ago

    London, United Kingdom Barings Full time

    At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We...