Patria Investments
Portfolio Analyst, GPMS
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Portfolio Analyst, GPMS
Portfolio Analyst – Edinburgh (Patria GPMS)
About Patria
Patria (NASDAQ: PAX) is a global alternative asset manager with 38 years of private markets experience, managing approximately $62 billion in assets under supervision. Operating from 14 offices across four continents, the firm specializes in Private Equity, Infrastructure, Credit, Real Estate, Public Equities, and Global Private Markets Solutions (GPMS)—the latter serving as the backbone of its European and US private equity platform by offering institutional access to primary, secondary, and co-investment opportunities.
Patria GPMS oversees $17 billion in European and US private-equity assets, employing over 25 years of investment history through 40+ professionals. Its portfolio includes separately managed accounts, a FTSE 250-listed fund (PPET), and pooled funds, positioning the team at a key growth stage with expanding products and US expansion.
Within Patria’s multi-strategy platform, the Portfolio Management & Research team in Edinburgh and London manages over 50 client mandates, handling construction, capital allocation, monitoring, reporting, and wind-down. The team also leads data analytics, research, and innovation efforts, from new product development to technology-driven process improvements.
The Role
A zeniu to strategically support the Portfolio Management team in Edinburgh during a phase of significant expansion. Reporting to the Co-Head of Portfolio Management, the successful analyst will collaborate across analytical, modelling, and reporting workstreams, interacting closely with Investment and Operations teams.
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Core focus areas include:
- Portfolio monitoring and client-facing reporting
- Data and process improvements
This position offers full training and support for someone driven, numerate, and eager to develop in a dynamic environment.
Key Responsibilities
Portfolio Monitoring & Reporting
- Support quarterly client reporting packs, investor presentations, and ad hoc query responses.
- Maintain investment models for cashflow forecasting and return projections across mandates.
- Build and refine portfolio construction models, mandate overviews, and allocation committee materials.
- Contribute to macro and private-equity market commentary, translating data into insightful client communication.
- Assist on strategic projects, including investment analytics, secondary sales activites, and technology integrations.
Data, Technology & Process
- Ensure data integrity and accuracy across internal systems and reporting platforms.
- Support process enhancement initiatives, with scope to automate or improve workflows over time.
Teamwork & Wider Contribution
- Collaborate with Investment and Operations teams on day-to-day mandate execution and ad-hoc projects.
- Act as a bridge to internal and external stakeholders across diverse projects.
- Maintain a ** chiaro work schedule**, balancing priorities and escalating queries when needed.
The Candidate
We seek a candidate who demonstrates enthusiasm for—and alignment with—the following traits:
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• Finance/quantitative background desirable (not required). • Prior skills or curiosity around private equity/private markets investments (helpful but not mandatory). • Proficiency in Excel/PowerPoint (a must). • *"Plus" jurisdictions if skilled in PowerBI and/or PowerQuery. • Numeracy, attention to detail, and error identification instincts. • Time management skills for multi-tasking and clarity on work financial stakes. • Collaboratively adaptable, leveraging cross-functional teamwork. • Eagerness to develop – ownership of feedback, questions, and self-improvement. • Forward-thinking streak—riveted to performance enhancements across processes, technology, and workflows.
Work Environment: Our Values
Beyond results, we prioritise how we achieve them through a defined way of working:
- Ethical principles at heart.
- Client-aligned decisions with disciplined rigor.
- Collaborative but complementary team culture.
- Purpose-driven collective vision.
- Disciplined, criteria-based end-to-end execution.
- An environment that harnesses growth and superb individual performance.
Diversity & Inclusion
Patria adheres to strict non-discrimination policies, ensuring equality of opportunity regardless of background. Employment decisions are merit-based, grounded solely in individual talents and team needs.
(For application details and further insights, please refer to the Patria website.)
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