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For Companies At a Glance
- Tasks: Join our Treasury team to manage cash, banking relationships, and financial strategies.
- Company: Patria, a leading alternative investment firm with 37 years of experience.
- Benefits: Competitive salary, diverse work environment, and opportunities for growth.
- Other info: Dynamic, multicultural team with a focus on innovation and creative solutions.
- Why this job: Shape your career in finance while making a real impact on global investments.
- Qualifications: Degree in Finance or related field; experience in cash management and KPIs.
The predicted salary is between 50000 - 65000 £ per year.
About Patria
Patria is a premier alternative investment firm with 37 years of experience, specializing in key resilient sectors. Our distinctive approach combines insights from investment leaders, sector experts, and company managers, all supported by extensive local and global knowledge. Leveraging over US$50 billion in assets and a strong global presence, we deliver attractive, consistent returns by crafting unique, long-term investment opportunities for our clients and building a lasting legacy in the regions we serve.
About the team
The Funds Treasury team is responsible for cash management, banking relationships, financing strategies, and hedging structures across the organization, operating in multiple regions and navigating diverse challenges. As a multicultural team, we strive to create a truly global environment where cash management opportunities can be leveraged worldwide and standardized practices applied for the benefit of our clients. We are proactive in identifying innovative products and creative solutions to enhance fund returns. Our mission is to ensure the efficient use and protection of one of our most valuable assets: our clients.
About the role
We are seeking an Associate to join our Treasury team within Patria Global Private Market Solutions (GPMS). This is a unique opportunity to help shape and develop a key role in our Edinburgh office during an exciting phase of growth and expansion.
Key responsibilities
- Design and implement cash management policies for funds, ensuring proper execution and ongoing monitoring.
- Establish and strengthen banking relationships, actively tracking products and services offered by banks across regions to identify new opportunities.
- Review and validate hedging strategies for fund structures.
- Actively contribute to the funds' financial strategy by managing RFP processes, negotiating optimal market conditions, reviewing and validating documentation, and ensuring covenant compliance.
- Map all funds, creating organizational charts, maintaining a document repository, and understanding the strategy behind each vehicle.
- Maintain a comprehensive database of all banking accounts, monitor usage, and ensure alignment with strategic objectives.
- Develop, maintain, and deliver treasury-related metrics and KPIs.
- Create, monitor, and execute SOX controls to ensure compliance.
The candidate
- Degree in Finance, Economics, Accounting, or related field.
- Solid experience in cash management, credit facilities, and FX/hedging strategies.
- Strong ability to design and maintain performance indicators (KPIs) and dashboards.
- Advanced Excel skills.
- Experience with Business Intelligence tools (Power BI, Tableau, or similar) is highly desirable.
- Skilled in preparing high-level presentations for senior stakeholders.
- Comfortable implementing processes and controls (SOX experience is a plus).
- Self-starter with a high degree of autonomy and accountability.
- Curious and proactive, eager to identify opportunities and propose creative solutions.
- Adaptable to a multicultural, global environment.
Diversity
At Patria we do not discriminate against any employee or applicant for employment because of race, colour, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other protected class. Our employment policies strictly prohibit all forms of discrimination on any of the grounds in relevant laws. All our employment practices are solely based on individual merit and our organization's needs at the time.
Treasury Funds Associate in Edinburgh employer: Patria Investments Ltd
Contact Detail:
Patria Investments Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Treasury Funds Associate in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to folks in the finance and treasury sectors, especially those who work at firms like Patria. Use LinkedIn to connect and engage with them; you never know who might have the inside scoop on job openings.
✨Tip Number 2
Prepare for interviews by diving deep into cash management strategies and current market trends. Show us that you're not just familiar with the basics but can also discuss innovative solutions and how they could benefit our clients.
✨Tip Number 3
Don’t forget to showcase your Excel and BI skills! Bring along examples of dashboards or KPIs you've created in the past. We love seeing how you can turn data into actionable insights that drive performance.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re genuinely interested in being part of our team at Patria.
We think you need these skills to ace Treasury Funds Associate in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Treasury Funds Associate role. Highlight your cash management experience and any relevant financial strategies you've implemented. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about joining Patria and how your background fits with our mission. Be sure to mention your proactive approach and any innovative solutions you've developed in previous roles.
Showcase Your Technical Skills: Since advanced Excel skills and experience with Business Intelligence tools are key for this role, make sure to highlight these in your application. If you've created dashboards or performance indicators before, let us know how they made an impact!
Apply Through Our Website: We encourage you to apply directly through our website. This way, your application will be processed efficiently, and you'll be one step closer to joining our multicultural team at Patria. We can't wait to hear from you!
How to prepare for a job interview at Patria Investments Ltd
✨Know Your Numbers
As a Treasury Funds Associate, you'll be dealing with cash management and financial strategies. Brush up on your financial metrics, KPIs, and any relevant data that showcases your understanding of treasury functions. Be ready to discuss how you've used these in past roles.
✨Showcase Your Relationship Skills
Building banking relationships is key in this role. Prepare examples of how you've successfully managed relationships in the past, whether with banks or other stakeholders. Highlight your negotiation skills and any creative solutions you've implemented.
✨Excel Like a Pro
Advanced Excel skills are a must for this position. Make sure you can talk about specific functions or tools you've used in Excel to analyse data or create dashboards. If you've worked with Business Intelligence tools like Power BI or Tableau, be ready to share your experiences.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving abilities, especially in cash management and hedging strategies. Think of scenarios where you've had to adapt quickly or propose innovative solutions. This will show your proactive nature and ability to thrive in a multicultural environment.