Associate, Fund Finance, Technical

About Permira

Permira is a global private equity investment firm. The firm was established in 1985 and has made over 300 private equity investments since its inception. The first pan-European private equity fund was raised in 1997, investing out of four offices in Frankfurt, London, Milan and Paris. Since then, Permira has grown steadily and today is present on three continents across 15 offices. An international team of investment professionals cover a wide range of backgrounds and experiences. At present, the firm's teams advise funds with total committed capital of approximately €80 billion. Permira funds have consistently outperformed the market over the past 20 years, delivering strong returns across economic cycles. Permira’s core focus is on multinational companies with international growth potential across four sectors: Tech, Consumer, Services, Healthcare and Climate.

Permira Credit is one of Europe’s leading specialist debt management businesses comprising three strategies: Direct Lending, CLO Management and newly launched Strategic Opportunities. Since inception in 2007, our funds have provided over €20bn+ of capital to over 300+ European businesses. Permira Credit has supported companies across diverse industries from publishing, theme parks, cinemas and restaurants, to industrial gears, software providers, sofa retailers and aerospace suppliers. Permira Credit is owned by Permira and currently has 95+ employees mainly based in London. Over the next four years, Permira Credit is planning to grow its credit assets under management to €25bn

Success at Permira

The Permira culture unites a diverse team of 500+ individuals in 15 offices around the world. Central to this culture is a flat structure that encourages open communication and collaboration across sectors, geographies and functions. Click the video to learn more about what it takes to succeed at Permira.

Key Responsibilities

Fund Modelling

• Develop a clear understanding of the Fund Finance models built in Anaplan and where projected fund data is used to support the firm’s strategic operations
• Support the Fund Finance team on the models when bugs or issues are identified and provide solutions to ensure smooth operation
• Promote and maintain governance on the use of the models with referrals to Permira user manuals, onboarding content and training environments.
• Encourage standardisation across the models promoting best practice on maintaining and running the models
• Provide support to the IT Data team with the connection of data from Anaplan to Snowflake
• Enhance the reporting outputs from Anaplan data using the tool interface, the Anaplan Plug-In and Power BI functionality

Data Strategy

• Understand the ownership and management of data held within Fund Finance and used across other Permira teams
• Perform data validation and reconciliation checks to ensure the integrity of the data used
• Support the Permira Data Strategy and use of Snowflake within the organisation
• Collaborate with the Fund Finance team to understand their reporting and analysis requirements
• Support use cases for development into Power BI reporting, mapping out requirements and the desired outputs

Other

• Use general knowledge of regulatory and legal requirements and Permira corporate policies involving risk and controls to support the development of improved business processes through technology
• Enhance the culture of innovation and tech automation within the team by identifying opportunities for process and efficiency improvements across the team operations

Reporting to a Director in Fund Finance, the individual will have day-to-day involvement in the fund modelling and data strategy workstreams supporting the team on strategic and operational requirements.

Essential Skills and Characteristics

We are looking for someone with a strong work ethic, who can work as part of a close team, but also be a self-starter. The successful candidate should be professional, demonstrate good communication and inter-personal skills, with a willingness to learn and further develop their career within the finance and technology functions of a leading global Private Equity Firm.

Non-Technical 

• Fluent and able to work in English
• Pro-active and able to work independently or as part of a small team
• Attention to detail and the ability to explain and interpret data
• Excellent organisational skills. The role requires the individual to be able to manage multiple tasks simultaneously across a variety of products and work streams
• Excellent teamworking skills as the role will involve extensive interaction with both organisational and investment professionals across the globe
• An interest in the dynamics of private equity and asset management, complemented by a broad understanding of capital markets and investment concepts
• Experience of working with internal and external third-party vendors to ensure business requirements are delivered within agreed timescales
• Ability to negotiate pragmatic solutions that meet conflicting business requirements
• Highly personable, with the ability to influence and create relationships at all levels

Technical

• Experience of end-to-end model building with Anaplan, be a Certified Level 3 Model Builder
• A track record in effectively supporting live Anaplan models for a platform user base
• Fluent in Agile, confident in articulating requirements as Epics, User Stories and coaching business teams on the methodology
• Awareness of full project life cycle including defining user requirements, defining test scenarios and user acceptance testing
• Good technical knowledge and ability to translate between IT and the business
• Experience of using Power BI functionality is desired but not essential
• Familiarity with SQL (desirable but not essential)
• Familiarity with Python for data analysis (desirable but not essential)
• Familiarity with cloud-based data warehousing such as Snowflake (desirable but not essential)