Profil
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.
Aktive Positionen von Wendy Jo
| Unternehmen | Position | Beginn |
|---|---|---|
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 |
Ehemalige bekannte Positionen von Wendy Jo
| Unternehmen | Position | Ende |
|---|---|---|
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 |
Ausbildung von Wendy Jo
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
















