About Permira
Permira is a global investment firm that backs successful businesses with growth ambitions. Founded in 1985, the firm advises funds across two core asset classes, private equity and credit, with total committed capital of approximately €80bn. The Permira private equity funds make both long-term majority (Buyout) and minority (Growth Equity) investments in five key sectors: Technology, Consumer, Healthcare, Services and Climate.
The Permira credit funds support businesses with flexible financing solutions across Direct Lending, Strategic Opportunities, CLO Management and Structured Credit. Established in 2007, the firm advises investment funds and products which have provided approximately €20 billion of debt capital to over 300 businesses.
Role & Responsibilities
Portfolio Reporting:
- Collaborate with investment teams and portfolio companies to establish the collection of performance data and key metrics.
- Oversee the monthly collection and verification of portfolio company data.
- Ensure timely and accurate submission of data by working closely with portfolio companies and investment teams.
- Prepare standardized reports for various stakeholders, including the Portfolio group, Financing team, and investor relations.
- Prepare portfolio performance analysis for internal reporting to key stakeholders such as the Investment Committee (IC), Executive Committee (ExCo), Capital Formation (CF), Financing Group, Digital team, and Tax on a regular and ad hoc basis.
- Perform analysis of portfolio performance against investment case and budget.
- Implementing the Permira onboarding process, working closely with investment teams and portfolio company management.
- Build and maintain strong relationships with portfolio company management throughout the investment lifecycle.
- Support the investment team and portfolio company management in defining the necessary financial reporting upgrades.
- Drive process efficiency and automation through the use of technology, improving the functionality of systems for dynamic and fluid valuation estimates.
Valuations:
- Production of quarterly valuation models and end to end quarterly reporting process
- Maintain a live and deep understanding of portfolio performance and factors that are relevant to valuation
- Support fund valuation audit for the assigned portfolio companies
- Portfolio company exit projections and scenario analysis
Role Requirements
- 3-4 years experience in audit and/or transaction services, ideally at a Big4 firm (experience working in private equity environments is favourable)
- Bachelor's degree in finance, accounting, or a related field
- Strong analytical and problem-solving skills
- Experience on working with large data sets and PowerBI knowledge is a plus
- Financial modelling and valuation techniques
- Knowledge of International Financial Reporting Standards (IFRS) and IPEV guidelines
- Experience with data management and modelling techniques and Power BI (or similar) for data visualization and analysis is a plus
- Excellent communication and interpersonal skills
- Ability to work effectively in a fast-paced and dynamic environment
