investment associate jobs

About Patria

Patria is a premier alternative investment firm with 37 years of experience, specializing in key resilient sectors. Our distinctive approach combines insights from investment leaders, sector experts, and company managers, all supported by extensive local and global knowledge. Leveraging over US$50 billion in assets and a strong global presence, we deliver attractive, consistent returns by crafting unique, long-term investment opportunities for our clients and building a lasting legacy in the regions we serve.

About the team

The Funds Treasury team is responsible for cash management, banking relationships, financing strategies, and hedging structures across the organization, operating in multiple regions and navigating diverse challenges. As a multicultural team, we strive to create a truly global environment where cash management opportunities can be leveraged worldwide and standardized practices applied for the benefit of our clients. We are proactive in identifying innovative products and creative solutions to enhance fund returns. Our mission is to ensure the efficient use and protection of one of our most valuable assets: our clients.

About the role

We are seeking an Associate to join our Treasury team within Patria Global Private Market Solutions (GPMS). This is a unique opportunity to help shape and develop a key role in our Edinburgh office during an exciting phase of growth and expansion.

Key responsibilities:

• • Design and implement cash management policies for funds, ensuring proper execution and ongoing monitoring.
• • Establish and strengthen banking relationships, actively tracking products and services offered by banks across regions to identify new opportunities.
• • Review and validate hedging strategies for fund structures.
• • Actively contribute to the funds’ financial strategy by managing RFP processes, negotiating optimal market conditions, reviewing and validating documentation, and ensuring covenant compliance.
• • Map all funds, creating organizational charts, maintaining a document repository, and understanding the strategy behind each vehicle.
• • Maintain a comprehensive database of all banking accounts, monitor usage, and ensure alignment with strategic objectives.
• • Develop, maintain, and deliver treasury-related metrics and KPIs.
• • Create, monitor, and execute SOX controls to ensure compliance.

The candidate:

• • Degree in Finance, Economics, Accounting, or related field.
• • Solid experience in cash management, credit facilities, and FX/hedging strategies.
• • Strong ability to design and maintain performance indicators (KPIs) and dashboards.
• • Advanced Excel skills
• • Experience with Business Intelligence tools (Power BI, Tableau, or similar) is highly desirable.
• • Skilled in preparing high-level presentations for senior stakeholders.
• • Comfortable implementing processes and controls (SOX experience is a plus)
• • Self-starter with a high degree of autonomy and accountability.
• • Curious and proactive, eager to identify opportunities and propose creative solutions.
• • Adaptable to a multicultural, global environment.

D Diversity

At Patria we do not discriminate against any employee or applicant for employment because of race, colour, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other protected class. Our employment policies strictly prohibit all forms of discrimination on any of the grounds in relevant laws. All our employment practices are solely based on individual merit and our organization's needs at the time.