pantheonpublic · London, Greater London, England, United Kingdom
Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for an innovative approach to investing in secondaries, co-investments, and primary fund investments, as well as capital formation across commingled funds, evergreen vehicles and customized solutions. Our specialist investment capabilities span multiple strategies across private equity, infrastructure and real assets, and private credit. Through our collaborative and committed culture, we find new ways to solve complex problems together and deliver innovative investment opportunities across private markets. Pantheon currently manages approximately $82.3 billion in AUM across all its strategies, serving more than 750 institutional and 638 private wealth clients worldwide For further details please visit www.pantheon.com Purpose of Position The purpose of the role is to manage and maintain investor and prospect data within our CRM and to train Pantheon employees to ensure high levels of adoption across the Client Solutions and marketing teams. The role will also drive enhancements to the CRM and the delivery of enhances to the organization. In addition, the role will support the boarder Product Strategy & Fundraising team, along with Client Onboarding to ensure data is synchronized and up-to-date, along with supporting Client Onboarding around data inputting during new investor closings. Key Responsibilities CRM Maintenance, Enhancements & Training Ensure all prospect leads are synchronized and up-to-date (including meeting notes and lead status) Ensure all new client infor …truncated… ;Ensure new client data is captured during the closing process Support on an ad-hoc basis any closing related need Participate in all internal closing related meetings Reporting Responsibility for ensuring data is accurate for reporting on fundraising data to Senior Management and external Boards Ad-hoc support to the broader Product Strategy & Fundraising team on pipeline report…
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