Portfolio Data Associate

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.

**Purpose of the Position**:
The Team is primarily responsible for: the collation, provision and analysis of underlying portfolio/company data to the business, covering private equity, infrastructure and private debt. This data covers over 20,000 underlying companies and spans areas including static classification data, investment performance data, and company level financial data such as Revenue, EBITDA and net debt levels, and used for a wide variety of purposes including prospective investment analysis and existing investment monitoring and management.

At **Pantheon**, we are passionate about private markets and data-driven decision-making. As a global leader in private equity, infrastructure, and private debt, we rely on high-quality data to power our investment strategies. We're looking for a technically skilled **Portfolio Data Associate** to join our Portfolio Data Team and help us deliver accurate, insightful, and timely data across our global platform.

**Your Role**:

- Deliver and validate portfolio data across private equity, infrastructure, and private debt investments.
- Manipulate and analyze large datasets using advanced Excel techniques.
- Support investment analysis by preparing and reviewing data for primary investment opportunities.
- Collaborate with investment and reporting teams to ensure data accuracy and consistency.
- Drive automation and process improvements to enhance data workflows and reporting efficiency.
- Maintain robust controls to mitigate operational risks and ensure data integrity.
- Coordinate quarterly data reviews, ensuring smooth execution and high standards of accuracy.
- Respond to technical data queries, providing expert-level insights and solutions.

**What You'll Bring**:

- Strong technical expertise in private markets data, including valuation techniques and financial metrics (e.g., Revenue, EBITDA, Net Debt).
- Advanced Excel skills, with experience handling large and complex datasets.
- A detail-oriented, analytical mindset with a passion for data accuracy and process improvement.
- Experience working with financial data in a professional environment.
- Excellent communication skills and the ability to explain complex data clearly.
- A proactive, self-starting approach with strong organizational skills.

**Nice to Have**:

- Experience implementing process changes or automation tools.
- Exposure to data management systems or financial reporting platforms.
- Relevant financial qualifications (e.g., CFA, IMC, Accountancy).

**Why Pantheon?**:

- Work with a collaborative, high-performing team in a global investment firm.
- Contribute to meaningful work that supports strategic investment decisions.
- Grow your technical skills in a data-rich, fast-paced environment.
- Be part of a company that values diversity, innovation, and continuous improvement.

**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.