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For Companies At a Glance
- Tasks: Design cash management policies and strengthen banking relationships while contributing to financial strategies.
- Company: Join Patria, a leading alternative investment firm with a global presence.
- Benefits: Competitive salary, diverse work environment, and opportunities for professional growth.
- Other info: Embrace a multicultural environment with a focus on innovation and collaboration.
- Why this job: Shape your career in finance while making a real impact in a dynamic team.
- Qualifications: Degree in Finance or related field; experience in cash management and strong Excel skills.
The predicted salary is between 36000 - 60000 £ 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
Contact Detail:
Patria Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Treasury Funds Associate in Edinburgh
✨Network Like a Pro
Get out there and connect with people in the finance and investment sectors. Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Informational Interview
Set up informal chats with folks already working in treasury or funds management. This is your chance to learn about their experiences and get insider tips on what Patria values in candidates. Plus, it shows your genuine interest in the role and the company!
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your advanced Excel skills and any experience with BI tools like Power BI or Tableau. We want to see how you can bring value to the team, so prepare some examples of how you've used these skills in past roles.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and really interested in joining our multicultural 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 adaptability in multicultural environments, as that's key for us.
Showcase Your Analytical Skills: Since this role involves managing KPIs and financial strategies, make sure to highlight your analytical skills. Share examples of how you've used data to drive decisions or improve processes. We love seeing candidates who can think critically!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows your enthusiasm for joining our team at Patria!
How to prepare for a job interview at Patria Investments
✨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 how they relate to fund performance. Be ready to discuss specific examples of how you've used these in past roles.
✨Research Patria's Approach
Familiarise yourself with Patria's investment philosophy and the sectors they specialise in. Understanding their unique approach will help you align your answers with their values and demonstrate your genuine interest in the company.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills, especially around cash management and banking relationships. Think of scenarios where you've had to negotiate or implement financial strategies, and be ready to share your thought process.
✨Showcase Your Tech Skills
With advanced Excel skills and experience in Business Intelligence tools being crucial, prepare to discuss how you've used these tools in previous roles. Bring examples of dashboards or reports you've created to illustrate your capabilities.