Analyst, Investment

Purpose of Position

The Paralegal will be an integral member of Pantheon’s Investment Structuring Team sitting within the primary and co-investment team. The team is responsible for the closing of all primary and co-investments globally across the Pantheon platform. The successful applicant will coordinate all aspects of the execution of Pantheon’s transactions including legal negotiations, AML/KYC, SPV set up, Closing notices, Corporate Actions, and NDA’s etc. The paralegal will work closely with the investment, operations and legal/compliance teams to ensure that processes are followed and executed in a timely and accurate manner.

We expect this position will be attractive to a candidate with a legal background who is interested in moving to a more commercial role with a wider interest in investments and business development.

Key Responsibilities

• Project manage transactions a focus on primary and co-investment transactions
• Advise investment teams on legal terms and trends
• Oversee external providers completing NDAs and AML/KYC checks
• Setting up SPVs and checklists
• Coordinating relevant approvals and signatures
• Legal checklists required for investment completion and investment restriction checks
• Closing notices and coordinating with the operations and finance teams on money transfers
• Assisting with fund sales execution
• Maintaining and ensuring accuracy of CRM database
• Ensuring that:
  • all relevant approvals have been received, legal and AML checklists have been signed off and investment restriction checks have been completed;
  • closing notices are completed accurately and on time;
  • operations and finance teams are notified of all relevant information in an accurate and timely manner;
  • money transfers are completed accurately; and
  • requirements and investment restrictions for all Pantheon clients are met.
• Working with Pantheon’s operations, treasury, finance, tax, legal and other back-office functions to continually improve Pantheon’s investment processes.

Knowledge and Experience Required

• Provide a high degree of accuracy in work completed
• Ability to work well in a team
• High level of professionalism, confidentiality, discretion and judgement
• Excellent communication skills, both written and verbal
• PC literacy, including working knowledge of Microsoft applications such as Excel, Word and PowerPoint
• Ability to manage and prioritise workloads effectively and efficiently
• Ability to work to tight deadlines/under pressure
• Prior experience of working in a legal / paralegal role is essential
• Prior experience of funds and the full transaction process
• Ability to work across jurisdictions and time-zones with different cultures and negotiating styles.
• A high degree of attention to detail and accuracy in work completed.
• Highly organised with strong project management skills and exceptional responsiveness.
• Ability to manage multiple workstreams and transactions at once.

Formal Education and Professional and/or Technical Qualifications

• A-Level (or Equivalent): A-B grades required at A-level, or their equivalent
• Bachelor's degree: Degree required preferably in finance, commerce, legal, law or business related
• Post graduate degree: Masters or post graduate legal qualification is ideal but not required

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.