IR & Client Service VP, GPMS

Patria Investments

$150K — $200K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7-10 years in investor relations or client service in private equity or alternative asset management
  • Experience at a PE fund of funds, secondary fund, or multi-manager platform preferred
  • Strong understanding of private equity fund mechanics and NAV reporting
  • Proficient with CRM platforms (Salesforce preferred) and VDR tools
  • Exceptional written and verbal communication skills

Responsibilities

  • Serve as the primary contact for client interactions regarding GPMS portfolio
  • Support the lifecycle of client relationships from onboarding to ongoing engagement
  • Act as the GPMS point of contact for investor queries and escalations
  • Prepare investor updates on fund performance, deal activity, and exits
  • Oversee preparation of client-facing materials like quarterly reports and presentations
  • Ensure quality control of investor communications for accuracy and tone
  • Assist in fundraising processes, including due diligence and onboarding new investors

Benefits

  • Full-time position located at the New York office
  • Opportunity to work with a senior leadership team in a collaborative environment
  • Gain experience in a client-facing role with a top-tier investment firm
  • Engagement with a diverse US-domiciled investor base
  • Potential for professional development within a rapidly growing organization
Full Job Description


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

Desired Skills & Profile

Experience

- 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

Locations New York Office Employment type Full-time

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