Job Description

About Patria

Patria is a leading alternative investment firm with 36 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.

Fixed Income Analyst III:

Investment

• Start generating and presenting business investment ideas with a clear understanding of the sector, company and thesis being analyzed.

• Build comprehensive financial models and make feasible assumptions with the available information.

• Develop sector analyses based on pre-developed premises and support them with a consistent rationale.

• Propose the automation of mechanical tasks and the enhancement of models using more sophisticated modelling techniques.

• Synthesize and structure analysis into a clear and concise business presentation.

• Prepare the necessary documentation for Investment Cases/Committees and Road Shows.

• Actively participate in sell-side, bank and corporate meetings, preparing questions and taking notes.

• Support client meetings and investment committees, as required.

• Conduct in-depth research focused on a specific topic (e.g., an industry, company...).

Support/Management

• Stay updated on the latest market/industry/company news and trends - monitor and share findings with the team/leaders.

• Assist associates with day-to-day tasks.

• Provide support to the interns/trainees and junior analysts.

Knowledge & Skills

• Solid analytical skills, including Problem solving, financial accounting and modelling, valuation, report writing and presentation.

• Strategic vision, with the ability to understand the companies and industries covered and to identify opportunities and risks based on movements in relevant variables.

• Knowledge of markets and financial products.

• Advanced Microsoft Office skills.

• English proficiency.

• Ability to work as part of a team on high level of demand.

• Ability to communicate clearly and effectively.

Work Environment:

It isn’t just the performance that matters. We also care about the way we achieve our targets. And we see our way of working as a differentiator, which contributes to retain the best team, to establish long-term relationships with clients, to expand to other countries, and to attract investors and partners who allow us to generate superior returns. How we do it:

1. Ethical

2. Aligned to Our Clients' Objectives

3. Associative and Complementary

4. United by a Purpose

5. Disciplined, Criteria-driven and Hands-on

6. Environment that Fosters High-Performance

Diversity:

At Patria we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local 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.