Investment Associate

Partner One Capital; United States; Hybrid; USD 90,000 - 130,000; Full time

Job summary

Partner One Capital is seeking an Investment Associate to join the Mergers and Acquisitions team. You will support due diligence, analytical reviews, and the execution of acquisitions for software companies.

The role requires strong financial analysis, US GAAP/IFRS knowledge, and the ability to interact with C-level executives. Collaboration across teams and effective communication are essential.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field; CPA or CFA track is a plus.
• Up to 5 years of experience in transaction advisory, due diligence, or corporate development in software/SaaS.
• Strong knowledge of US GAAP and IFRS accounting.
• Maturity to interact with C-level executives; strong written and spoken English.

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 identify opportunities.
• Identify software businesses meeting acquisition criteria and move opportunities through the deal cycle.
• Support the M&A team with tasks related to closing live deals.
• Collaborate with cross-functional teams on data requests and deal execution.

Skills

Due diligence

Financial analysis

M&A execution

Market research

Executive communication

US GAAP IFRS knowledge

CFI/CPA CFA track

Cross-functional collaboration

Education

Finance/Accounting degree

CPA or CFA track (plus)

Top-tier university performance

Tools

Microsoft Office

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 Associate to join the team. The Investment Associate 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.

• 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.