Patria Investments
Portfolio Analyst, GPMS
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Portfolio Analyst, GPMS
Analyst Role – Portfolio Management & Data (Edinburgh)
About Patria
Patria (NASDAQ: PAX), a global alternative asset manager, boasts 38 years of private markets expertise and $62 billion in assets under management (AUM), operating from 14 offices across four continents. Specialising in Private Equity, Infrastructure, Credit, Real Estate, Public Equities, and Global Private Markets Solutions (GPMS), Patria is a leader in Latin America, with expanding European and US operations.
Patria's GPMS manages $17 billion in European and US private equity, offering institutional clients access to secondary sales, primaries, and co-investments through:
- Separately managed accounts
- PPET (FTSE 250-listed investment trust)
- Pooled drawdown funds
Sitting within a broader multi-strategy platform, GPMS is growing, with an advanced product suite and an increasing US presence.
Portfolio Management Team
Based in Edinburgh and London, the Portfolio Management and Research team—part of Investments and reporting to the Chief Investment Officer—manages over 50 client mandates, from initial construction and capital allocation to monitoring, reporting, and wind-down.
Key functions also include:
- Data and analytics
- Research and thought leadership
- Strategic initiatives (e.g., new product development, technology-driven process improvements)
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
The Role
Patria GPMS seeks an ambitious and numerate analyst to support its Portfolio Management team during a growing phase of expansion. Reporting to the Co-Head of Portfolio Management, the role involves:
Key Responsibilities
Portfolio Monitoring & Reporting
- Assist in preparing quarterly client reporting packs, presentations, and ad hoc investor responses.
- Maintain investment models for cashflow forecasting and projected returns across mandates.
- Develop portfolio construction models, mandate overviews, and allocation committee materials.
- Contribute to private equity market commentary, translating data into clear communication for strategic insights and client presentations.
- Support strategic projects, including analytics, secondaries sales, and technology implementations.
Data, Technology & Process
- Ensure data accuracy and integrity across internal systems and reporting tools.
- Assist in process improvement initiatives and over time, propose automation or workflow optimisation.
Teamwork & Wider Support
- Collaborate with Investment and Operations teams for mandate management and ad hoc projects.
- Handle internal/external stakeholder coordination for ongoing initiatives.
- Balance workload while seeking guidance and keeping the team informed.
The Candidate
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Ideal applicants will demonstrate:
- Prior exposure to finance/data analysis (work experience, internships, certifications such as CFA or financial modelling courses).
- Familiarity with private equity/private markets (beneficial but not mandatory).
- Proficient in Microsoft Excel & PowerPoint.
- Bonus: Experience with Power BI & PowerQuery.
- Numeracy + attention to detail (erroneous data flagged swiftly).
- Strong time management skills (ability to juggle multiple tasks).
- Collaborative mindset (cross-functional teamwork).
- Eager to learn and improve (growth-focused, open to feedback).
- Innovative (enjoying smarter solutions—process, tools, or automation).
Work Environment
Patria prioritises ethical, results-driven, team-oriented performance aligned with client objectives. Core values include:
✔ Ethically aligned to client goals ✔ Collaborative, supportive partnerships ✔ Dedicated purpose-driven work ✔ Disciplined, evidence-based approaches ✔ Hands-on, high-performance culture
Diversity & Inclusion
At Patria, we uphold zero discrimination based on:
- Race, colour, sex, age, or national origin
- Religion, sexual orientation, gender identity
- Veteran status, or disability
All employment decisions are merit-based, adhering to organisational and legal standards. Equal opportunity is guaranteed.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills