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pantheonpublic

Principal, Investment Specialist

$200k – $225k/yr New York, US on-site full time principal Mar 11, 2026

Skills

About this role

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 http://www.pantheon.com Investment Specialist – Evergreen Private Equity Platform  Purpose of Position We are seeking an experienced Investment Specialist to support the growth and investor engagement of our evergreen private equity funds. This role sits at the intersection of investments, fundraising, and investor relations, translating complex portfolio and strategy concepts into clear, compelling narratives for the private wealth audience. The ideal candidate brings deep private equity investment experience alongside exceptional communication and analytical capabilities.  Key Responsibilities Product & Investment Expertise  Serve as a subject-matter expert on the Evergreen Funds’ strategy, structure, portfolio construction, and performance  Partner closely with investment teams to understand deal rationale, portfolio evolution, and risk-return dynamics  Maintain a strong grasp of market trends, competitive positioning, and peer fund strategies within private equity  Investor Communication & Presentation  Lead and support presentations to existing and prospective investors, including RIA’s, family offices, and other private wealth platforms  Clearly articulate investment strategy, portfolio positioning, performance drivers, and outlook in both live and virtual settings  Act as a trusted resource for investor-facing teams, providing clear and consistent messaging  Content Development & Writing  Produce high-quality written materials including investor letters, quarterly commentaries, FAQs, and ad hoc analysis  Translate detailed investment analysis into concise, investor-friendly content   Ensure consistency, accuracy, and professionalism across all product-related communications  Analysis & Reporting  Analyze fund performance, portfolio metrics, and attribution to support investor discussions and reporting  Assist in developing and refining KPIs, benchmarks, and comparative analyses relevant to evergreen fund structures  Respond to detailed investor due diligence requests with rigor and clarity  Cross-Functional Collaboration  Candidate will report into the Investment team but will work closely with Sales, Marketing, Legal, and Compliance teams  Support product development initiatives  Knowledge and Experience Required   Experience  Minimum 10 years of investment experience in private equity  Strong understanding of private equity fund structures; experience with evergreen or semi-liquid vehicles is highly desirable  Skills & Attributes  Excellent presentation skills with the ability to engage and influence senior, sophisticated audiences  Exceptional writing skills, with a proven ability to produce clear, structured, and persuasive investment content  Strong analytical skills, including comfort with financial analysis, performance attribution, and data interpretation  Ability to balance technical depth with clear, accessible communication  High attention to detail and a collaborative mindset  Education  Bachelor’s degree required; advanced degree (MBA, CFA, or equivalent) preferred  Expected base salary range: $200,000-$225,000   #LI-SB1 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.     Offices: New York, New York, United States (New York);
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