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Vice President OF Client Services

Patria Investments Ltd · New York City, NY, USA ·

Pay:
Up to $62/hr
Job type:
Full Time

Patria (NASDAQ: PAX) 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 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. This role sits within the client service function and is central to the team's ability to serve a more complex and geographically diverse investor base.

Role Purpose
The VP of IR & Client Service will serve as the primary senior relationship manager for a defined book of clients, with a particular focus on the US‑domiciled investor base inherited through the recent acquisition. The role is designed around deep product expertise: the VP is expected to develop a comprehensive command of the GPMS product suite, underlying portfolio companies, fund performance drivers, and investment narratives – enabling the delivery of high‑quality, insightful updates to clients across all stages of the fund lifecycle. This is a client‑facing role that requires equal fluency in relationship management, investment content, and operational execution. The VP will work closely with the Head of GPMS IR, the Investment and Portfolio Management teams, and the broader Patria Investments Sales team to ensure clients receive best‑in‑class experience.

Key Responsibilities
Client Relationship Management

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

Product & Performance Communication

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

Reporting & Materials

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

Fundraising & Commercial Support

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

Experience
Desired Skills & Profile

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

Technical & Product Knowledge

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

Soft Skills & Profile

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; additional skills (Spanish, Portuguese, French, German) are a plus

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