Rfp Analyst
2 weeks ago
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 primary responsibility of the role is the completion of high-quality, informative RFPs, RFIs, DDQs and other ad-hoc requests for existing clients, consultants and prospective clients across Pantheon's Private Equity, Infrastructure and Real Assets, Private Credit and Real Estate product ranges. The role will also include assisting in the development and maintenance of the RFP database and other RFP resources. This will include liaising with all internal stakeholders to ensure that all existing content is updated and maintained in a timely manner, and that new content adheres to our global standards, ensuring that information and data relating to all of Pantheon's strategies are up to date.
The RFP Team sits within the Product Strategy and Fundraising Team, which is part of the firm's broader Investor Relations Team. It is a global function, operating across London and Singapore, and supports new mandate opportunities and Client Relationship Managers across all regions.
**Key Responsibilities**:
- Responsible for co-ordinating and completing RFPs, RFIs, DDQs and Surveys across all Pantheon products and strategies in a timely manner.
- Work closely with colleagues within the Global RFP Team.
- Collaborate with the wider Product Strategy & Fundraising Team.
- Work with investment teams, senior management, global IR teams and other relevant stakeholders throughout the firm to craft RFP responses.
- Build and maintain key sources of data for inclusion in RFP responses on a quarterly basis
- Organise, maintain and improve the RFP database (Qvidian).
- Ensure robust sign-off and Compliance procedures are adhered to.
- Effective communication and meetings with all stakeholders.
**Knowledge & Experience Required**:
- Strong academic credentials in Business, Finance, Economics or Accounting. Financial Services industry experience is preferred, ideally within asset management. (Some initial experience post graduation ideally, or minimum of 2x internships)
- Strong written and spoken English is essential.
- Proactive and organised, and able to work on multiple deadlines.
- Robust organisational and project management skills are essential, as well as attention to detail and proof-reading skills.
- Confident disposition to work independently and comfortably with colleagues at all levels of the organisation.
- Solid and practical knowledge of Microsoft Office packages including Word, Excel and PowerPoint.
- Prior experience of working with Qvidian is desired, but not essential.
- Excellent writing, numeracy, and analysis skills.
- Self-motivated, proactive and solutions-driven approach to completing tasks.
**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.
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