Investment Associate

Partner One Capital; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

Partner One is seeking an Investment Associate to join its Mergers & Acquisitions team in a full-time, permanent role. You will support due diligence, assess targets, and help execute acquisitions for software and SaaS businesses.

The ideal candidate has 3–7 years in finance, strong US GAAP/IFRS knowledge, and excellent communication with C-level executives. CPA/CFA track is a plus, and you excel in Excel and analytics.

Qualifications

• Degree in Finance, Accounting or related field; CPA/CFA track is a plus.
• 3–7 years of experience in advisory, due diligence or corporate development in tech.
• Strong communication with C-level executives and solid English skills.

Responsibilities

• Support due diligence and execution of acquisitions.
• Analyze commercial and financial data of targets.
• Present assessments of target fit and market trends.
• Coordinate with cross-functional teams throughout deal cycles.
• Assist in closing live deals and data requests.

Skills

Financial analysis

Due diligence

M&A deal execution

US GAAP/IFRS knowledge

Executive communication

English proficiency

Excel & MS Office

Education

Finance / Accounting degree

CPA or CFA track a plus

Tools

Microsoft Excel

MS Office suite

Job description

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.

Partner One is looking for an Investment Associateto join the team. This is a full-time, permanent role. The Investment Analyst will be part of the Mergers and Acquisitions team and will be responsible for supporting activities related to due diligence and the 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 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

• Between 3 and 7years 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.
• 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.