Remote Investment Analyst

Bilinguallink; Woodstock; Remote; CAD 60,000 - 90,000; Full time

Job summary

Partner One is seeking a Due Diligence Analyst to join the Mergers and Acquisition team, supporting diligence activities and execution of acquisitions. The role is full-time and permanent, with collaboration across finance, strategy, and operating teams.

The analyst will assess financial and commercial data, research market trends, and identify targets that meet our criteria. Strong communication with executives and Excel-driven analysis are essential.

Qualifications

• Bachelor's degree in Finance, Accounting, or related business field.
• CPA/CFA track is a plus.
• Ability to present findings to executives is essential.
• Strong analytical and Excel skills with attention to detail.

Responsibilities

• Conduct overview and analysis of commercial and financial data of acquisition targets.
• Formulate and present assessment of the targets’ initial fit.
• Conduct market research to understand industry trends and acquisition opportunities.
• Identify software businesses meeting acquisition criteria and move deals forward.
• Support M&A team with ad hoc tasks related to live deals.

Skills

Excel proficiency

Financial analysis

Data gathering

Communication

Self-starting

Education

Bachelor's degree in Finance/Accounting

CPA or CFA track (plus)

Tools

MS Excel

PowerPoint

Job description

Partner One is a leading investment group with a 30-year history of acquiring and growing successful software companies. Trusted by over 2000 of the world’s largest corporations and governments, Partner One owns some of the fastest-growing enterprise software companies globally. Partner One is looking for a Due Diligence Analyst to join the team. This is a full-time, permanent role. The Due Diligence Analyst will be a part of the Mergers and Acquisition team and will be responsible for supporting activities related to due diligence, and execution of acquisitions.

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 our acquisition criteria/metrics and move opportunities through the deal cycle.
• Support the M&A team with various ad hoc tasks related to the closing of live deals.
• Collaborate and coordinate with cross-functional teams for data requests, information sharing, project team meetings and deal execution.

• Up to 2 years of experience in Corporate Development and M&A, Investment Banking, Private Equity or Transaction Advisory/Consulting is a must
• Demonstrated strong academic performance at a top-tier institution
• Degree in Finance, Accounting, or related business field; CPA or CFA track is a significant plus
• Maturity and presence to interact with C-level executives
• Self-starter with strong sales and communication skills
• Strong analytical and Excel skill with attention to detail