Associate, Fund Data & Operations

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 four key sectors: Technology, Consumer, Healthcare, Services. The Permira credit funds support businesses with flexible financing solutions across Direct Lending, Strategic Opportunities and CLO Management. Established in 2007, the firm advises investment funds and products which have provided approximately €20 billion of debt capital to over 300 businesses.

We are looking for an Associate to join our Madrid office, with a keen interest in data, systems and process improvement. The role will take ownership of Permira’s investor portal, acting as the key point of contact for data management across Atom and Deal Cloud. This is a hands-on role offering broad exposure to co-investment operations, investor interactions and internal stakeholders.

The successful candidate will join the Fund Operations team, a global group of 30 professionals based across Tampa, Madrid, London, and Luxembourg. The role will focus on Co-Investment Strategies, working alongside two Associates and reporting directly to a London-based Director. The team operates in a highly collaborative, global environment and works closely with a range of internal  teams, including Tax, Compliance, Legal, IT, as well as with external fund administrators.

Key Responsabilities:

Data & Systems Management

• Own end-to-end data maintenance for internal partnerships across Permira’s data room (Atom) and Deal Cloud
• Managing investors queries in relation to access to the data room and contact changes
• Work closely with the Data team to ensure efficient and accurate syncing between Atom and Deal Cloud
• Set up new partnerships, deal-by-deal co-investment classes and investor records in Deal Cloud
• Process partner transfers and maintain accurate investor and partnership data
• Contribute to the ongoing maintenance and enhancement of internal systems and databases, ensuring data integrity
• Support improvements in data capture to enhance usability across different departments

Investor & Administrator Support

• Act as a key point of contact for investor queries relating to data room access, contact updates and CIS-related matters
• Manage administrator queries related to Atom, including regular contact reconciliations
• Support the onboarding of new co-investors by collecting required documentation and coordinating with legal, compliance teams and administrators
• Manage the collection and maintenance of bank details for PE and PC CIS partnerships, including changes

Co-Investment & Partnership Operations

• Assist with the management of deal-by-deal (“DBD”) co-investments, including: Collecting indications of interest, Coordinating with deal teams, Supporting smooth execution and communication
• Assist with review of the application forms, capital call notices and distribution notices for DBD co-investments
• Support the preparation and review of quarterly reports for DBD co-investments and CIS partnerships
• Prepare quarterly CIS valuation summaries and assist with the preparation of the cash flow statements, ensuring accuracy and completeness
• Assist with the preparation of analysis and reporting used by various internal teams

Tax, Compliance & Regulatory Reporting

• Upload information on the portal in relation to Permira, PE and PCL such as US, UK and German tax reporting
• Assist with FATCA and CRS reporting for CIS partnerships and DBD co-investments
• Support the tax and compliance team with regulatory and tax reporting by providing accurate data and documentation
• Work closely with administrators’ AML and accounting teams.

Process Improvement & Documentation

• Document processes, procedures and policies to ensure clarity and consistency
• Identify and implement opportunities for process improvements and automation
• Support broader operational efficiency initiatives across the co-investment platform

Essential Skills and Characteristics:

• Between 1-3 years of relevant experience
• Analytically minded, strong attention to detail and ability to maintain data accuracy.
• Knowledge of accounting principles and practices, with an eagerness to learn more.
• Stakeholder management across multiple internal and external parties
• Ability to manage competing priorities and time-sensitive requests
• Interest in private equity operations and investment management.
• Excellent organizational and time management skills.
• Proficiency in Microsoft Office Suite, particularly Excel and other applications (eg. Power BI) would be beneficial.
• Strong communication skills, both written and verbal, enabling effective collaboration and clear communication of ideas and information.
• Ability to work independently and collaboratively in a fast-paced and deadline-driven environment.
• High level of motivation, integrity and enthusiasm with proactive approach to learning and contributing to the team.
• Demonstrated ability to handle sensitive and confidential information with discretion and professionalism, maintaining a high level of confidentiality and ethical conduct.

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