Patria Investments
Portfolio Analyst, GPMS
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Portfolio Analyst, GPMS
Analyst Role in Portfolio Management – Patria GPMS Edinburgh
About Patria
Patria (NASDAQ: PAX) is a global alternative asset manager with 38 years of private markets experience, overseeing $62 billion in assets under management across 14 offices on four continents.
Specialising as a leader in Latin America and expanding in Europe (especially UK) and North America, Patria invests across industries including Private Equity, Infrastructure, Credit, Real Estate, and Public Equities, alongside its Global Private Markets Solutions (GPMS) platform—a growing $17 billion European and US private equity operation.
With 40+ investment professionals, Patria GPMS serves global institutional clients via a range of investment vehicles: separately managed accounts, a FTSE 250-listed investment trust (PPET), and pooled drawdown funds.
Portfolio Management Team
The Portfolio Management & Research team (Edinburgh and London) supports over 50 client mandates full-cycle—from portfolio construction to capital allocation, monitoring, reporting, and wind-down. Key functions include:
- Core mandate management
- Data & analytics
- Investment research and thought leadership
- Strategic initiatives (e.g., new product development, tech process improvements)
The Role: Portfolio Management Analyst
Location: Edinburgh, Scotland Grade: Entry/Junior Analyst Reports to: Co-Head of Portfolio Management
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An exciting opportunity exists for an ambitious, numerate analyst to join Patria GPMS during a critical phase of growth. You’ll play a core role in Portfolio Management, assisting with:
- Portfolio monitoring and client reporting
- Data-enabled process improvements
- Modelling, analytics, and technology-adoption projects
Culture: Training and mentorship provided; job encompasses constant learning.
Key Responsibilities
Portfolio Monitoring & Reporting
- Assist in compiling quarterly investor reports, ad hoc queries, and presentations.
- Support cashflow projection models and return forecasts for diverse mandates.
- Build portfolio construction, mandate overviews, and allocation committee documentation.
- Contribute macro/private equity commentary with clear, data-driven narratives.
Data, Technology & Process
- Maintain portfolio data integrity across reporting internal systems.
- Help drive process improvements (e.g., automations, workflow optimizations).
Team & Support Roles
- Collaborate with Investment & Operations teams on mandates and ad-hoc projects.
- Engage with internal/external stakeholders for initiatives.
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Requirements & Qualities
Preferred Experience/Attributes
- Exposure to finance, data analysis, or quantitative environments (internships, self-study, certifications like CFA or Excel modelling preferred).
- Familiarity with private equity or private markets helpful but not essential.
- Skilled in Microsoft Excel & PowerPoint (with knowledge of PowerBI/PowerQuery a bonus).
- Sharp analytical, detail-oriented, and accurate.
- Comfort with multitasking, juggling deadlines, and proactive collaboration.
- Learner mindset: embrace feedback, seek continuous growth.
- Process-improvement drive: proactively question workflows.
Notable caveats: "Feedback culture" encourages asking questions and ownership.
Work Culture
Patria values ethical practices, alignment to client goals, and team empowerment, united by:
- Discipline and hands-on rigor
- Collaborative but complementary teamwork
- Environment that fosters continuous high performance
Inclusion Statement
Patriaentrops employment practices are inclusive and merit-based, with zero tolerance for discrimination on any protected basis.
(Uniformities: Terms like “mentorship” or “multi-faceted timeline” retained verbatim from original.)
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