Investment Professional (Vice President)

Permira•Menlo Park, CA

9d•Hybrid

About The Position

Permira Advisers LLC is hiring an Investment Professional (Vice President) to focus on buyout investments, research industries, and participate in international deals. The role evaluates and executes investment opportunities, conducts due diligence and transaction financing, performs valuation, and builds Excel-based mathematical models for pricing and risk management. The professional independently researches and initially reviews opportunities, leads calls with industry experts, analyzes financial performance and key performance indicators, and builds operating and leveraged buyout models to assess investment returns across scenarios. The role prepares and presents Investment Review materials to the Firm’s Investment Committee and makes the investment case in committee discussions. The position sources and initiates investment opportunities, develops relationships with management teams, investors, bankers, consultants, and other industry participants, and represents the firm at conferences and networking events. It oversees comprehensive due diligence, third-party consultants and professional advisers, investment analysis, transaction and financing structures, deal execution, negotiations, and transaction documentation. Analysis includes business quality, market and economic conditions, sales, pricing, costs, margins, retention, growth, sales and go-to-market efficiency, profitability, investment risks, and value-creation opportunities. The role also develops and reviews complex financial models and investment-case materials. After transactions, the professional helps implement value-creation plans and monitors portfolio companies, including attending board meetings, assisting with add-on M&A and other operational support, reviewing company performance and valuation reporting, and partnering with the internal Value Creation team and third-party advisers. The role leads deal teams of three to four Associate Investment Professionals and guides junior team members in setting goals, planning tasks, and producing work. The position requires international and domestic travel approximately 10% of the time for deal execution and portfolio-company support; travel frequency and destinations cannot be predicted. Telecommuting is permitted within normal commuting distance on Fridays. The role is based at 3000 Sand Hill Road, Building 1, Suite 170, Menlo Park, California.

Requirements

Bachelor’s degree in Business Administration, Finance, Economics, or a related field.
Four years of progressively responsible experience in an occupation involving any one or a combination of management consulting, investment banking, and/or private equity.
Experience conducting data analysis and investment-returns modeling.
Experience working within the investing community across target companies, other investors, bankers, and consultants.
Experience with financial analysis fundamentals, financial statements, financial modeling, forming investment theses, and valuing companies.
Experience performing financial and economic analysis to assess opportunities for clients.
Experience assessing market-entry strategies and revenue-growth opportunities.
Experience analyzing SKU data to understand complexity drivers and recommend which SKUs to prioritize or deprioritize; forecasting market size, business growth rates, and market dynamics to assess and recommend strategies.
Experience using Excel, Alteryx, Tableau, and PowerPoint to analyze client and market data and present findings.
International and domestic travel required approximately 10% of the time; frequency and location cannot be predicted.

Responsibilities

Focus on buyout investments, research industries, and participate in international deals.
Conduct due diligence, transactional financing, valuation, and investment-opportunity research and review.
Build mathematical models for pricing and risk management using Excel; conduct financial analysis and build operating and leveraged buyout models to assess investment returns in different scenarios.
Lead calls with industry experts and create Investment Review materials for presentation to the Firm’s Investment Committee; make the investment case in committee discussions.
Source and initiate investment opportunities, emphasizing proactive and proprietary sourcing.
Build relationships with management teams, investors, bankers, consultants, and other industry participants; attend conferences and networking events.
Manage comprehensive due diligence, including third-party consultants and professional advisers covering financial, commercial, operational, legal, and technology topics.
Oversee evaluation of investment opportunities, including due diligence, transaction and financing structures, and analysis of business, industry, and economic conditions and performance data.
Assess business quality through retention, growth, sales and go-to-market efficiency, and profitability; identify value-creation levers and investment risks.
Assess investment risks and economic influences, and monitor economic, industrial, and corporate developments using financial, accounting, tax, and commercial information.
Assist with deal execution; negotiate investment terms, structures, acquisitions, and financing; oversee transaction documentation.
Lead deal teams of three to four Associate Investment Professionals and guide junior colleagues in goal setting, task planning, and output creation.
Assist with implementing value-creation plans and monitor portfolio companies, including attending board meetings, supporting add-on M&A, and providing other operational assistance.
Review company performance and valuation reporting, partner with the internal Value Creation team on portfolio-company strategies and goals, and engage third-party advisers where needed.
Travel internationally and domestically approximately 10% of the time for deal execution and portfolio-company support.