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Senior Analyst, Private Wealth Operations
4 months ago
Purpose of Position
This role is in the Private Wealth Operations team, which is led by the Head of Private Wealth Operations.
The team has been established to facilitate the operational requirements of servicing the bespoke private wealth channel which includes high net worth investors into our flagship funds, supporting our registered evergreen offerings and working on new initiatives and products.
Key Responsibilities
· Build and expand upon knowledge of current and pipeline products which Pantheon offers to the
private wealth sector including, but not limited to, traditional drawdown funds and registered
evergreen funds.
· Work with members of the Private Wealth Operations team to assist in building out the Private
Wealth Operations function, infrastructure, and processes.
· Build and maintain a relationship/rapport with key private wealth stakeholders, both internally
and externally.
· Assist in process improvement projects with relevant parties, both internally and externally, as it
relates to private wealth products.
· Support the audit processes of the firm’s private wealth offerings.
· Work closely with Operations teams to ensure custodial recognition process is running properly
and remedy or respond to matters as they arise.
· Assist Private Wealth sales organization with ad-hoc projects and queries as needed.
· Work with Private Wealth sales team to handover operations-oriented processes and procedures.
Knowledge and Experience Required
· Excellent communication skills, both written and verbal.
· Should have a professional demeanour and natural high EQ while having a team player attitude with a willingness to learn.
· Excellent organisation and planning skills with the ability to prioritize and manage own workload to meet tight deadlines.
· Strong analytical skills and excellent attention to detail.
· Professional working knowledge of MS Office, with emphasis on PowerPoint and Excel dexterity.
· Prior work experience in the financial sector with familiarity of the alternative investments or private wealth space required.
· Ideal candidate will have prior working experience in either a front- or middle-office setting with exposure to reporting, client queries, and/or the end-to-end operational processes within a financial firm.
· Knowledge of software and tools such as SAP Business Objects/Crystal Reports, PowerBI, Tableau and/or QlikView is a plus.
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