Senior Associate, Investor Services

The role

The Investor Services Senior Associate will improve the end-to-end client experience and strengthen the Client Solutions function. This role involves client service delivery, process ownership, data governance, systems improvement, and line management of one Analyst.

What you will do

• Represent Investor Services in internal forums and cross-functional initiatives.
• Partner with the Head of Global Investor Services and Change Office to deliver projects that automate client service activity.
• Support the development of the Investor Services Analyst through objectives and feedback.
• Manage client lifecycle processes including onboarding, offboarding, transfers, and KYC refreshes.
• Liaise with external fund administrators, tax consultants, and compliance service providers.
• Maintain oversight of global client service activity to ensure consistency and control.
• Triage non-standard internal client data requests and client-related projects.
• Oversee ad-hoc client communications and administrative activity.
• Drive improvements to global client processes for efficiency and scalability.
• Partner with Technology teams to drive developments of client facing and internal systems.

Required qualifications

• Degree-level education (or equivalent experience)
• Strong knowledge of asset management and the private markets industry, including investor servicing, fund operations and the client lifecycle
• Direct experience in client service or investor-facing support
• Proven ability to build relationships, influence stakeholders and work effectively across functions and seniority levels
• Experience delivering short and long-term projects
• Experience supporting, coaching or managing team members
• High levels of professionalism, confidentiality, discretion and judgement
• Strong organisational skills
• Excellent written and verbal communication skills
• Strong systems capability, including proficiency in Excel, PowerPoint and CRM platforms

Nice to have

• Familiarity with client due diligence, KYC refreshes, tax documentation processes and screening tools such as World-Check
• Experience with investor portals or data management tools

About the company

Pantheon has been at the forefront of private markets investing for more than 40 years. The company manages approximately $82.3 billion in AUM across all its strategies, serving more than 750 institutional and 638 private wealth clients worldwide.