Commercial Planning Analyst

hace 4 meses

Medellín Antioquia, Colombia Patria Investments A tiempo completo

**Our Essence**:
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.
- This position will be based in our Office in Medellín - Colombia in a full-in person work model. We are looking for local Talent_

**Main responsibilities**:
Support the Country Manager and Commercial Team into daily tasks, divided into three main pillars:

- Commercial Planning: in charge of the budgeting process and follow-up of forecasts of the commercial strategy, connecting with the Regional Director, Commercial and Investment teams for consolidation and continuous evaluation of the updates and review its alignment with strategy and goals. Also, leading of Salesforce implementation and the local management of the platform afterwards.
- Corporate Reporting for the JV with Bancolombia: Providing support and preparing reports (sales, marketing, strategy, financial, governance and operational), serving as a liaison with each of the internal teams (Investment, Corporate, Comercial) involved in the production of the data and information required for the reports or to answer requirements from Bancolombia.
- Commercial Support and PMO: Leading the preparation of discussion materials for the participation of the Country Manager in meetings with clients, trade groups, conferences, presentation of business opportunities, amongst others. Support the Sales team on requests from clients and internal requirements from corporate teams. Additionally, actively participate in different special projects related to the growth of Patria in Colombia.

**Main requirements**:

- **Experience**: At least one year of professional experience in a role related to the key responsibilities.
- **Potential Background**:

- Undergraduate degree in Business, Engineering, Economics.
- Experience in management consulting or financial services (middle or front office), both as an intern and after graduation.
- **Competences**:

- Problem-solving skills, initiative, and goal oriented.
- Deep skills for managing data, financial modeling, and presentation preparation.
- Strong communication skills, with capacity to build and maintain strong relationships with diverse internal teams.
- Languages: Native in Spanish and fluent in English. Proficient in Portuguese is a plus.
- Advanced knowledge of Microsoft Excel and Power Point.
- **Attributes**:

- Autonomous, with capacity to work without supervision, aligned with goals and Patria´s culture.
- Affinity to Asset Management and Wealth Management Industries.
- Flexibility, capacity to adapt to a team that is growing and changing.

**Work Environment**:
It isn’t just the performance that matters. We also care about the way we achieve our targets. 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:
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 g

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