IR & Client Service VP, GPMS at Patria Investments | New York, New York, United States | Rezi

IR & Client Service VP, GPMS at Patria Investments

IR & Client Service VP, GPMS

Patria Investments · New York, New York, United States

2 weeks ago

IR & Client Service VP, GPMS

Patria Investments · New York, New York, United States

19 days ago
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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.