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For Companies At a Glance
- Tasks: Join our Treasury team to design cash management policies and strengthen banking relationships.
- Company: Patria, a leading alternative investment firm with 37 years of experience.
- Benefits: Competitive salary, diverse work environment, and opportunities for professional growth.
- Why this job: Shape a key role in a growing team and make a real impact on fund strategies.
- Qualifications: Degree in Finance or related field; experience in cash management and advanced Excel skills.
- Other info: Dynamic, multicultural environment with a focus on innovation and creative solutions.
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 employer: Patria Investments
Contact Detail:
Patria Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Treasury Funds Associate
✨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 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 professionals in roles you’re interested in, like treasury or cash management. This is your chance to learn more about the field and make a lasting impression. Plus, it shows you’re proactive and genuinely interested in the industry!
✨Show Off Your Skills
When you get the chance to meet potential employers, be ready to showcase your skills. Bring along examples of your work, especially if you’ve got experience with KPIs or financial strategies. We want to see how you can add value to our team at Patria!
✨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 serious about joining our multicultural team and contributing to our mission.
We think you need these skills to ace Treasury Funds Associate
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
Make sure you brush up on your financial knowledge, especially around cash management and hedging strategies. Be prepared to discuss specific metrics and KPIs you've worked with in the past, as this will show your familiarity with the role's requirements.
✨Research Patria
Dive deep into Patria's history, values, and recent projects. Understanding their approach to alternative investments and how they leverage local and global knowledge will help you align your answers with their mission during the interview.
✨Showcase Your Tech Skills
Since advanced Excel skills and experience with Business Intelligence tools are highly desirable, be ready to discuss any relevant projects where you've used these tools. If possible, bring examples of dashboards or presentations you've created to demonstrate your capabilities.
✨Be Proactive and Curious
Patria values self-starters who can identify opportunities. Prepare examples of times when you've taken initiative in previous roles, whether it was improving a process or proposing a new solution. This will highlight your proactive nature and fit within their multicultural team.
