Investment Associate
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Job Description
Investment Associate supporting due diligence and M&A execution for Partner One, a global acquirer and grower of enterprise software companies. Analyzing targets, researching markets, and advancing acquisition opportunities.
Responsibilities:
- Conduct overview and analysis of commercial and financial data of acquisition targets
- Formulate and present the assessment of acquisition targets’ initial fit
- Conduct market research to understand industry trends and recognize new acquisition opportunities
- Identify software businesses that meet acquisition criteria and metrics, and move opportunities through the deal cycle
- Support the M&A team with ad hoc tasks related to closing live deals
- Collaborate and coordinate with cross-functional teams on data requests, information sharing, project team meetings, and deal execution
Requirements:
- Between 3 and 7 years of experience in transaction advisory services, buy-side financial due diligence advisory, public accounting/external audit serving technology or software companies, corporate development, FP&A, or finance at software or SaaS businesses, revenue accounting and operations at software or SaaS businesses, controllership/accounting operations at software or SaaS businesses, or business operations/strategic finance at software or SaaS businesses
- Strong experience analyzing and evaluating software and SaaS companies
- Working knowledge of US GAAP and IFRS accounting standards and policies
- Demonstrated strong academic performance at a top-tier institution
- Degree in Finance, Accounting, or a related business field; CPA or CFA track is a significant plus
- Maturity and presence to interact effectively with C-level executives
- Availability to work half of each day in alignment with the business hours of the North American office
- Self-starter with strong sales and communication skills
- Strong command of written and spoken English
- Strong analytical and Microsoft Suite skills, with a high attention to detail
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