Investment Associate

Embedded Shishya; Deutschland; Vor Ort; EUR 60.000 - 100.000; Vollzeit

Zusammenfassung

Partner One in Germany seeks an Investment Associate to analyze commercial and financial data of acquisition targets, present initial fit assessments, and communicate findings to stakeholders.

You will research industry trends, identify software targets, and move opportunities through the deal cycle while coordinating with cross-functional teams.

Candidates should have up to 5 years of experience, a Finance/Accounting degree, strong English, and the ability to interact with C-level executives.

Qualifikationen

• Up to 5 years of experience in transaction advisory, buy-side due diligence, or related finance roles.
• Strong knowledge of US GAAP and IFRS accounting standards.
• Degree in Finance or Accounting; CPA or CFA track is a plus.
• Excellent communication skills and ability to interact with C-level executives.

Aufgaben

• Conduct overview and analysis of commercial and financial data of acquisition targets.
• Formulate and present assessments of initial fit for targets.
• Perform market research on industry trends and identify new opportunities.
• Identify software businesses meeting acquisition criteria and progress them through the deal cycle.
• Support M&A deals with ad-hoc tasks and cross-functional data coordination.
• Collaborate with cross-functional teams on data requests and deal execution.

Kenntnisse

English proficiency

Financial analysis

Communication skills

Self-starter

Ausbildung

Finance or Accounting degree

CPA/CFA track (plus)

Tools

MS Excel

US GAAP IFRS knowledge

Jobbeschreibung

Partner One is a leading investment group with a 30-year history of acquiring and growing successful software companies. Trusted by over 2,000 of the world’s largest corporations and governments, Partner One owns some of the fastest-growing enterprise software companies globally.

Investment Associate

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 and 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 on data requests, information sharing, project team meetings, and deal execution.

Requirements

• Up to 5 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
• 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 our 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.