Principal, Investment Specialist

New York, New York, United StatesPosted 7 days ago

Role Overview

Pantheonpublic is hiring a Principal, Investment Specialist. This is a full-time role in New York, New York. posted last week. Full responsibilities, required qualifications, and the apply link are listed in the description below.

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Job description

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

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, 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 market; experience with evergreen or semi-liquid vehicles is 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.

About Pantheonpublic

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Frequently Asked Questions

How do I apply for the Principal, Investment Specialist position at Pantheonpublic?

Use the Apply button above to submit your application directly to Pantheonpublic. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.

Where is the Principal, Investment Specialist position at Pantheonpublic located?

This position is based in New York, New York. Pantheonpublic has not indicated remote or hybrid options for this role, so candidates should plan for on-site work.

What does a Principal, Investment Specialist at Pantheonpublic earn?

Pantheonpublic has not disclosed a salary range in this posting. Many employers share specifics later in the interview process; you can also ask during a recruiter screen if compensation transparency is important to you.

When was the Principal, Investment Specialist role at Pantheonpublic posted?

This role was posted on July 2, 2026 (7 days ago). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.