About the Role
The VP of IR & Client Service will be the primary senior relationship manager for a defined book of clients, focusing on US-domiciled investors. This role requires deep product expertise, fluency in relationship management, investment content, and operational execution to deliver high-quality updates to clients throughout the fund lifecycle.
Responsibilities
- Serve as senior point of contact for client interactions connected to GPMS portfolio
- Support the client relationship lifecycle, working alongside the Sales and IR teams
- Follow client activities from onboarding through reporting and ongoing engagement
- Act as the GPMS point of contact for investor queries, requests and escalations
- Maintain a thorough understanding of GPMS's products, portfolio companies, and performance narrative
- Lead the preparation of investor updates covering closed-end fund performance, deal activity, exits, etc.
- Collaborate to translate complex investment content into clear and compelling client communications
- Oversee the preparation of client-facing materials (quarterly reports, CAS, and ad hoc presentations)
- Review and quality-control outbound investor communications for accuracy, consistency, and tone
- Support legal, compliance, finance, and third-party administrators to ensure timely delivery of reporting
- Support fundraising processes, including DDQ support, VDR coordination, and side letter review
- Assist in the onboarding of new investors into existing GPMS products as the fundraising expands
- Assist AML/KYC processes and maintain up-to-date investor records in Salesforce
Requirements
- 7–10 years of experience in investor relations, client service, or a related function within private equity, private markets, or alternative asset management
- Prior experience at a PE fund of funds, secondary fund, or multi-manager platform is desired; direct PE experience in an IR-adjacent role also considered
- Strong command of PE fund mechanic (fund structures, NAV reporting, CAS, etc.)
- Ability to engage on portfolio performance, deal dynamics, and investment theses
- Experience with CRM platforms (Salesforce preferred) and VDR tools
- Comfort with AML/KYC processes and regulatory requirements to institutional clients
- Exceptional written and verbal communication skills
- Client-first mindset with a proactive approach and a high degree of attention to detail
- Collaborative and team-oriented, with ability to work across functions and time zones
- Highly organized and able to manage multiple priorities in a fast-paced environment
- Fluency in English required
Skills
- Investor Relations
- Client Service
- Private Equity
- Alternative Asset Management
- PE fund mechanic
- NAV reporting
- CAS
- Portfolio performance
- Deal dynamics
- Investment theses
- CRM platforms
- Salesforce
- VDR tools
- AML/KYC processes
- Regulatory requirements
- Written communication
- Verbal communication
- Attention to detail
- Teamwork
- Organization
- Priority management
- Spanish
- Portuguese
- French
- German
Experience Level
- 7-10 years
About the Company
- Patria is a global alternative asset manager with 38 years of private markets history and approximately $62 billion in assets under management, operating from 14 offices across four continents.
- The firm is an industry leader in Latin America with a growing presence in Europe and North America, investing across Private Equity, Infrastructure, Credit, Real Estate, Public Equities, and Global Private Markets Solutions (“GPMS”).
- GPMS forms the cornerstone of Patria's European and US private markets platform, offering institutional clients access to private equity across primaries, secondaries and co-investments.
- Patria GPMS oversees approximately USD 17 billion in AUM across a diversified, North American and European private equity portfolio.
- The platform serves a broad institutional and semi-institutional client base – Including public and private pension funds, insurance companies, family offices, high net worth individuals and wealth management platforms.
- Following a recent US acquisition that significantly expanded the platform's North American presence and client base, the IR team is now structured to deliver a higher level of specialization across its core functions: fundraising, client service, product development, and business development.
