Senior Associate, Technical Solutions (Power BI, VBA, Python)

The Data and Analytics (DnA) team is a newly established function that integrates the Data Integrity and Portfolio Analytics teams. DnA plays a critical role in supporting key functions across the organization, including Investment, Investor Relations (IR), Core Portfolio Management (Core PM), and Fund Finance. At its core, the DnA team plays foundational role in Pantheon’s data ecosystem, ensuring accurate ingestion and integrity of Pantheon’s core data —including client, managed fund, deal, investment, and asset data. This disciplined approach to data stewardship powers actionable portfolio analytics that are essential to:

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

By centralizing and reinforcing 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 is responsible for leading the technical transformation of the Transactions Team and wider DnA function, through process automation and digital enablement. The Technical Solutions Manager will utilise 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

• Helping plan the Technical Solutions team responsibilities over the course of the year through discussion with other teams, departments & stakeholders to contribute to meeting the overall objectives of the DnA Team.
• Accountable for balancing change & transformation activities (system migration and workflow design) with quarterly core deliverables.
• Be involved in optimising, and automating processes, tasks and activities.
• Working in conjunction with the Core Portfolio Management function, ensuring the changes identified fit the wider business needs.
• Training the team to ensure compliance with controls and procedures.
• Line management of junior teammates to guide their personal development and ensure the objectives of the team are met in a smooth and timely manner.
• Identify potential areas which would benefit from enhancements or improvement in process and implement continuous improvements.

Technical Solutions team responsibilities

• Develop and implement policies and procedures to help automate the reconciliation process and improve accuracy of all financial transactions recorded.
• Champion data-driven decision-making through the development of Power BI dashboards that offer real-time transparency over transactional controls, exceptions, and performance metrics.
• Work closely with IT, Risk, and DnA teams to understand process pain points and translate requirements into technical solutions.
• Own key relationships with internal/external stakeholders through regular service review meetings with the aim of building up relationships and identifying process improvements in the reconciliation of IBOR data.
• Provide technical guidance and oversight on the team's use of VBA whilst supporting the development of efficient, reliable automation tools within Excel and other Office applications, such as Power Automate.
• Champion 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, mentorship, and technical oversight.
• Design, develop, and maintain scalable workflow automations using Microsoft Power Automate to streamline business processes, reduce manual effort, and enhance operational efficiency across departments.

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 both independently and collaboratively to objectively analyse technical processes
• Excellent written and verbal communication skills
• Strong focus on control and procedures is essential
• Experience of ensuring timely and accurate delivery, working with tight deadlines
• Bachelor’s degree in finance, accounting, computer science, information systems, or related discipline
• Ability to work in a busy team, working 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 individuals and teams at all levels.
• Advanced proficiency in VBA (particularly 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
• Team management experience
• Experience of process changes
• Experience of working with offshore teams.