Investment Relations Associate / VP
wp global partnersNew York (NY)
About the role
Position available in New York City or Chicago. The Associate/VP of IR & Client Service will serve as a key relationship manager for clients. This is a client-facing role with relationship management, investment content, and operational execution responsibilities. An ideal candidate will likely have experience in investment consulting or investment management with a desire to work within private markets - Private Equity, Private Credit, Venture Capital, for example. Note that WP Global is now part of Patria Investments. Build rapport with existing and potential clients to develop trusted partner relationships. Provide prompt, continuous, consistent, and clear communication to clients and prospects Maintain accessible and up-to-date knowledge on client activity Anticipate client needs Develop and maintain an understanding of products, portfolio companies, and performance narrative Derive plans or next steps towards client solutioning Prepare investor updates covering closed-end fund performance, deal activity, exits, etc. Promote deeper client relationships within the organization Host on-site interactions (Client due diligence meetings, casual visits, etc.)Develop and maintain RFP/RFI data set Develop, establish, and maintain client profile data set in CRMAssist in the onboarding of new investors
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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