Investment Associate
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Job Description
Investment Associate supporting due diligence, market research, and deal execution for Partner One’s software-company acquisitions. Collaborating with cross-functional M&A teams.
Responsibilities:
- Conduct overview and analysis of commercial and financial data of acquisition targets
- Formulate and present the assessment of the 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 one or more of the following areas is required: transaction advisory services, including Quality of Earnings and Quality of Revenue engagements; 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; business operations or 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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