Data & Analytics Senior Associate - Technical Solutions Team

Overview

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 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.

The Data and Analytics (DnA) team is a newly established function that integrates the Data Integrity and Portfolio Analytics teams. DnA supports functions across the organization, including Investment, Investor Relations (IR), Core Portfolio Management (Core PM), and Fund Finance. At its core, the DnA team ensures accurate ingestion and integrity of Pantheon's core data - including client, managed fund, deal, investment, and asset data - enabling data-driven portfolio analytics essential to investment decision-making, client engagement, and oversight.

• Enhancing the investment decision-making process
• Improving transparency and engagement with clients
• Enabling data-driven portfolio and financial oversight

By centralizing data governance and analytical capabilities, DnA serves as a strategic enabler, delivering insights that drive performance and operational excellence across the investment lifecycle.

Purpose of Position

This role is a new position that leads the technical transformation of the Transactions Team and the wider DnA function through process automation and digital enablement. The Technical Solutions Manager will leverage Microsoft Power Platform tools (Power Automate and Power BI), VBA, and other relevant technologies to deliver scalable automation solutions, enhance data reporting, and drive continuous improvement across transaction-related activities. The ideal candidate will combine deep technical skills with strong leadership and change-management capabilities.

Key Responsibilities

Management of the Technical Solutions team workload

• Help plan the Technical Solutions team responsibilities over the year through discussions with other teams, departments, and stakeholders to support DnA objectives.
• Balance change and transformation activities (system migration and workflow design) with quarterly core deliverables.
• Identify opportunities to optimise and automate processes, tasks, and activities.
• Work with the Core Portfolio Management function to ensure changes align with wider business needs.
• Train the team to ensure compliance with controls and procedures.
• Line manage junior teammates to guide their development and ensure timely achievement of team objectives.
• Identify areas that would benefit from enhancements or process improvements and implement continuous improvements.

Technical Solutions team responsibilities

• Develop and implement policies and procedures to automate the reconciliation process and improve the accuracy of all financial transactions.
• Champion data-driven decision-making through Power BI dashboards that provide real-time transparency over transactional controls, exceptions, and performance metrics.
• Collaborate with IT, Risk, and DnA teams to understand process pain points and translate requirements into technical solutions.
• Maintain key relationships with internal and external stakeholders through regular service-review meetings to identify process improvements in reconciliation of data.
• Provide technical guidance on VBA usage while supporting efficient automation tools within Excel and other Office applications (e.g., Power Automate).
• Foster a culture of continuous improvement and digital innovation within the Transactions Control function.
• Lead change management efforts to embed new processes and technologies, ensuring end-user adoption and training.
• Serve as the subject matter expert (SME) for digital tools across the DnA department.
• Manage a small team or cross-functional automation squad, providing guidance and technical oversight.
• Design, develop, and maintain scalable workflow automations using Microsoft Power Automate to streamline processes, reduce manual effort, and enhance cross-functional efficiency.

Knowledge & Experience Required

• Strong technical skills with emphasis on Fund of Fund private equity (including equity, infrastructure, and private debt).
• Demonstrable experience in private markets.
• Ability to work independently and in teams to objectively analyse technical processes.
• Excellent written and verbal communication skills.
• Strong focus on control and procedures; essential for the role.
• Experience delivering on time with tight deadlines.
• Bachelor's degree in finance, accounting, computer science, information systems, or related discipline.
• Ability to work in a busy team with multiple project deadlines.
• Understanding of reconciliation processes, procedures, and systems.
• Exceptional problem-solving skills and the ability to enhance operating models.
• Excellent communication skills with the ability to influence and motivate at all levels.
• Advanced proficiency in VBA (Excel-based automation for finance processes).
• Knowledge of Power Applications is essential.
• Familiarity with SharePoint integration, Office Scripts, and Excel Power Query.

Non-essential experience that would be advantageous

• Related financial qualification (e.g., ACA/ACCA, CFA, IMC) or working towards qualifications.
• Experience of process changes.
• Experience of working with offshore teams.

This job description is not 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; if you're excited about this role but your past experience doesn't perfectly align, we'd still encourage you to apply.

Equal Employment Opportunity / Voluntary Self-Identification

Pantheon is an equal opportunities employer. We are committed to building a diverse and inclusive workforce. If you require any reasonable adjustments to accommodate your needs, please describe the adjustments you require. Your responses to voluntary self-identification questions are confidential and reviewed for compliance purposes.

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