Sales Associate - Wealth Management

Patria Investments Colombia; Medellín; Presencial; COP 42.000.000 - 56.000.000; Jornada completa

Descripción de la vacante

A leading investment firm in Colombia is seeking an Associate with 4-5 years of experience in the financial sector. The candidate should have a strong foundation in corporate finance and financial modeling, as well as experience in structuring investment vehicles and client analysis. Responsibilities include leading relationships with private banks, supporting capital raising processes, and preparing materials for investors. This role is pivotal in driving deeper market penetration and developing innovative investment strategies.

Formación

• 4-5 years of experience in the financial sector.
• Strong background in capital markets and investment vehicle structuring.
• Knowledge of alternative asset classes and applicable regulation in Colombia.

Responsabilidades

• Lead relationships with private banks and investment platforms.
• Support capital raising processes and strategic meetings.
• Prepare investor presentations and conduct market studies.
• Partner with marketing for client events and support product teams.

Conocimientos

Corporate finance knowledge

Financial modeling

Market intelligence

Client analysis

Relationship building

Proactivity

Entrepreneurial mindset

Descripción del empleo

Patria is, essentially, a long-lasting and resilient entrepreneurial Partnership, that continually assesses the environment and identifies trends. We quickly adapt our investments and product offering to capture investment opportunities derived from such analysis, delivering consistent results to our clients and creating long-lasting impact for all our stakeholders. We are home to professionals who carry this entrepreneurial spirit as a live and dynamic Partnership, where new members are welcome, and we evolve with their expertise and cultural characteristics. We know how to transform ideas into real business opportunities and are engaged in the development and perpetuation of the Partnership.

About Patria

Patria is made of high performers like you. Behind every result we achieve as a team, there are talented people with unique set of skills: From an entrepreneurial spirit to high a performance mindset. From high-level expertise to a hands-on approach.

It is through these qualities that we have fostered trusting relationships with each of our clients. We proudly highlight our high returns to our investors coupled with our unwavering commitment to ethical values.

That’s why we have been known as the regional and sector specialist in alternative asset management with on-the-ground expertise everywhere we operate. Patria anticipates trends to create long-lasting impact for all our stakeholders for over 35 years. We envision to keep delivering consistent results to better serve our clients.

We are looking for an Associate with 4–5 years of experience in the financial sector, with a strong background in capital markets and the structuring of investment vehicles in Colombia. This professional will be closely involved in capital raising processes and client coverage, working directly with investors and internal stakeholders

Key Responsibilities

• This role is responsible for leading and strengthening relationships with private banks, investment platforms, and distributors, while driving deeper market penetration within this segment in the country.
• Take part in strategic meetings and support capital raising processes.
• Support commercial leaders in the execution of their activities
• Maintain direct communication with investors and, eventually, take on client coverage
• Prepare presentations and materials for investors and internal committees
• Conduct market studies and client profiling
• Partner with the Marketing team in the preparation of client events and communications
• Support Investments and Product teams in the development of factsheets, reports, management commentary and other materiales
• Actively participate in the structuring of investment vehicles
• Build financial models and perform analyses of alternative asset classes to support investment vehicle evaluation

Key Qualifications & Competencies

• Strong foundation in corporate finance and financial modeling
• Knowledge of alternative asset classes and investment funds
• Experience structuring investment vehicles in Colombia and understanding of applicable regulation
• Experience in market intelligence and client analysis
• Proven ability to build and maintain relationships with investors
• High level of proactivity, autonomy and results-orientation
• Entrepreneurial mindset and hands-on attitude

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