Sr. Analyst - Investments - Finacial Planning & Analysis
Protective LifeFull Time
Senior (5 to 8 years)
Candidates should possess a strong understanding of financial transactions and investment vehicles, with experience in data management and reporting. Familiarity with investment banking terminology and processes is beneficial, and a detail-oriented approach to data accuracy is essential. Prior experience with database systems and reporting tools would be advantageous.
The Data and Analytics Associate, Transactions Management will be responsible for the accurate setup of investment vehicles, onboarding new investors into the internal reporting system, and inputting all investment-related cashflows into the in-house database, adhering to daily deadlines. This role involves resolving cash breaks, responding to stakeholder inquiries, instructing payments through external banking portals, conducting quality control checks, and engaging directly with stakeholders to consult on upstream processes. Furthermore, the position contributes to the transformation of Operations into a data-led department by incorporating industry-leading technologies and redesigning core processes to achieve best-in-class standards.
Global private markets investment management firm
Pantheon manages investments in private markets for a diverse group of over 1,000 clients, including pension plans, insurance companies, and private wealth clients. Their investment approach covers various asset classes and stages, offering flagship funds, integrated programs, and tailored solutions to meet client needs. Pantheon also oversees Pantheon International Plc and Pantheon Infrastructure Plc, both listed on the London Stock Exchange. With $88.9 billion in assets under management as of September 2022, Pantheon stands out from competitors through its extensive global presence and a long-standing reputation since its founding in 1982. The company's goal is to provide effective investment solutions that cater to the unique requirements of their clients in the private markets.