Wendy Jo

Private Equity Analyst at

Permira Advisers LLC

Finance

Consumer Services

Profile

Wendy Jo is currently an Associate at Permira Advisers LLC since 2020.
Former positions include Analyst at Merrill Lynch, Pierce, Fenner & Smith, Inc. from 2019 to 2020; Financial Analyst at Hyundai Capital America, Inc. in 2015; Investment Management Intern at L.
J.
Altfest & Co., Inc. in 2017; Private Equity Intern at NB Group Investors LLC (New York) in 2019; and Investment Banking Analyst Intern at The Carlton Group Ltd. (New York) from 2017 to 2018.
Education includes an undergraduate degree from The Trustees of Columbia University in The City of New York, conferred in 2019.

Wendy Jo active positions

Companies	Position	Start
Permira Advisers LLC Permira Advisers LLC Investment ManagersFinance Permira Advisers focuses on long-term investments in companies in the following sectors: (1) consumer (2) financial services (3) healthcare (4) industrials and (5) telecommunications, media and technology (TMT). The firm's New York City-based team seeks to generate investment opportunities for the Permira Funds in international companies with significant European operations or the potential for significant European operations. Their Menlo Park, California-based investment team supports Permira Advisers' global TMT team. They focus mainly on the technology sector and are responsible for identifying investment opportunities within the TMT sector for the Permira Funds in North America and globally. In addition, the team works closely with Permira Advisers' New York City-based team to identify investment opportunities in other sectors on the West Coast of the US.	Private Equity Analyst	01/08/2020

All active positions of Wendy Jo

Former positions of Wendy Jo

Companies	Position	End
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	01/08/2020
NB Group LLC NB Group LLC Financial ConglomeratesFinance Operates as an investment firm	Corporate Officer/Principal	01/05/2019
The Carlton Group Ltd. (New York) The Carlton Group Ltd. (New York) Finance/Rental/LeasingFinance Operates as a commercial real estate private equity banking firm	Corporate Officer/Principal	01/01/2018
L. J. Altfest & Co., Inc. L. J. Altfest & Co., Inc. Investment ManagersFinance Altfest is an active, value-oriented investment approach that aims to reduce risk and achieve portfolio growth. The firm uses fundamental, technical, and cyclical analysis to select investments for their clients. They employ investment strategies involving both long-term and short-term purchases.	Corporate Officer/Principal	01/04/2017
Hyundai Capital America, Inc. Hyundai Capital America, Inc. Finance/Rental/LeasingFinance Functions as a financing subsidiary/special purpose entity	Corporate Officer/Principal	01/09/2015

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Training of Wendy Jo

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Linked companies

Private companies	7
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Hyundai Capital America, Inc. Hyundai Capital America, Inc. Finance/Rental/LeasingFinance Functions as a financing subsidiary/special purpose entity	Finance
Permira Advisers LLC Permira Advisers LLC Investment ManagersFinance Permira Advisers focuses on long-term investments in companies in the following sectors: (1) consumer (2) financial services (3) healthcare (4) industrials and (5) telecommunications, media and technology (TMT). The firm's New York City-based team seeks to generate investment opportunities for the Permira Funds in international companies with significant European operations or the potential for significant European operations. Their Menlo Park, California-based investment team supports Permira Advisers' global TMT team. They focus mainly on the technology sector and are responsible for identifying investment opportunities within the TMT sector for the Permira Funds in North America and globally. In addition, the team works closely with Permira Advisers' New York City-based team to identify investment opportunities in other sectors on the West Coast of the US.	Finance
L. J. Altfest & Co., Inc. L. J. Altfest & Co., Inc. Investment ManagersFinance Altfest is an active, value-oriented investment approach that aims to reduce risk and achieve portfolio growth. The firm uses fundamental, technical, and cyclical analysis to select investments for their clients. They employ investment strategies involving both long-term and short-term purchases.	Finance
NB Group LLC NB Group LLC Financial ConglomeratesFinance Operates as an investment firm	Finance
The Carlton Group Ltd. (New York) The Carlton Group Ltd. (New York) Finance/Rental/LeasingFinance Operates as a commercial real estate private equity banking firm	Finance

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