Investment Professional (Vice President)

Permira•Menlo Park, CA

8d•Hybrid

About The Position

Permira Advisers LLC is seeking an Investment Professional (Vice President) to focus on buyout investments, research industries, and participate in international deals. The role involves evaluating investment opportunities, conducting due diligence and financial analysis, structuring and executing transactions, and supporting portfolio companies after closing. The position also leads deal teams and develops relationships that contribute to investment sourcing and firm growth. The Investment Professional will evaluate businesses, industries, and economic conditions; analyze financial, accounting, tax, and commercial information; and develop and review complex financial models to assess investment returns, risks, sensitivities, and value-creation opportunities. The role prepares and presents investment materials to the Firm’s Investment Committee and participates in committee discussions and negotiations. Following transactions, the role supports value-creation plans, portfolio monitoring, board meetings, add-on M&A, and other operational assistance, working with the internal Value Creation team and external advisers as needed. The position is based at 3000 Sand Hill Road, Building 1, Suite 170, Menlo Park, California. The schedule is 40 hours per week, from 9:30 a.m. to 5:30 p.m. Telecommuting is permitted within normal commuting distance on Fridays. Domestic and international travel is required 10% of the time for deal execution and portfolio company support; frequency and location are unpredictable.

Requirements

Bachelor’s degree in Business Administration, Finance, Economics, or a related field.
Four years of progressively responsible experience in a role involving management consulting, investment banking, and/or private equity.
Experience conducting data analysis and investment-return modeling.
Experience working within the investing community, including with target companies, other investors, bankers, and consultants.
Experience with financial analysis, financial statements, financial modeling, developing investment theses, and company valuation.
Experience conducting financial and economic analysis to assess client opportunities.
Experience assessing market-entry strategies and revenue-growth opportunities.
Experience analyzing SKU data to identify complexity drivers and recommend SKU prioritization, and forecasting market size, business growth rates, and market dynamics to recommend strategies.
Experience using Excel, Alteryx, Tableau, and PowerPoint to analyze client or market data and present findings.
Ability to travel domestically and internationally 10% of the time for deal execution and portfolio-company support.

Responsibilities

Research industries and evaluate buyout investment opportunities, including conducting initial reviews through independent research and calls with industry experts.
Source and initiate investment opportunities, with an emphasis on proactive and proprietary sourcing.
Build relationships with management teams, investors, bankers, consultants, and other industry participants; attend conferences and networking events.
Conduct comprehensive financial, commercial, operational, legal, and technology due diligence, including managing third-party consultants and professional advisers.
Analyze business, industry, and economic conditions, including sales, pricing, operating costs, margins, retention, growth, go-to-market efficiency, and profitability.
Build and review operating models, leveraged buyout models, and other complex financial models; test assumptions and sensitivities and identify value-creation levers and investment risks.
Assess investment risks and monitor economic, industrial, corporate, and portfolio-company developments using financial, accounting, tax, and commercial information.
Prepare Investment Review materials and present investment cases to the Firm’s Investment Committee.
Support deal execution; negotiate investment terms, transaction structures, acquisitions, and financing; and oversee preparation of transaction documentation.
Lead deal teams of three to four Associate Investment Professionals and guide junior team members in goal setting, task planning, and output creation.
Support portfolio companies after transactions by assisting with value-creation plans, monitoring performance, attending board meetings, supporting add-on M&A, and providing other operational assistance.
Review internal company performance and valuation reporting to monitor and enhance portfolio-company performance.
Partner with the internal Value Creation team and engage third-party advisers as needed to support portfolio-company growth and success.