Investment Associate | Corporate Development

Finatal; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Finatal is seeking an Investment Associate for its Corporate Development team in New York. The role involves leading full‑cycle M&A work for recurring‑revenue software and technology‑enabled services, including screening opportunities, building financial models, and preparing boards’ materials.

Ideal candidates will have 2–5 years of end‑to‑end M&A experience in IB/PE, strong software metrics knowledge, and comfort with AI tools to support research and diligence.

Qualifications

• 2–5 years’ experience in investment banking, private equity, or private credit with end‑to‑end M&A execution experience.
• Experience in software, SaaS and/or tech-enabled services deals is essential; vertical or application software exposure is a strong plus.
• Strong understanding of software and SaaS metrics (ARR, net retention, churn, LTV/CAC).
• Advanced financial modelling skills and ability to build complex operating models.

Responsibilities

• Take ownership of the M&A pipeline, screening and qualifying opportunities and updating CRM.
• Develop and maintain detailed M&A models and valuation analyses for software/SaaS companies.
• Create driver‑based operating models for recurring‑revenue dynamics.
• Produce executive materials for boards and investment committees.
• Coordinate end‑to‑end deal timelines and deliverables across functions.

Skills

M&A execution

Financial modelling

Software/SaaS knowledge

Executive communication

Project management

Due diligence

AI tools usage

Tools

ChatGPT

Claude

Copilot

Job description

Investment Associate | Corporate Development

Location: New York

We are partnering with a global leader in software solutions to hire a high impact Senior Analyst its Global Corporate Development team.

This is a full‑cycle M&A role in a high‑growth, highly acquisitive environment, focused on recurring‑revenue software, SaaS and technology‑enabled services.

Key responsibilities

• Pipeline management: Take ownership of the M&A pipeline, screening and qualifying opportunities, keeping the CRM up to date, and preparing initial viewpoints on potential targets.
• Financial modelling & valuation: Develop and maintain detailed M&A models, trading and transaction comparables, and ad‑hoc analyses (such as ARR cohorts / customer cubes) for software and SaaS companies.
• Operating model development: Create flexible, driver‑based operating models to underpin business cases and scenario planning, with particular emphasis on recurring‑revenue dynamics.
• Executive materials: Produce clear, concise presentations for boards and investment committees that distil complex analysis into actionable recommendations.
• Project management: Manage timelines, workstreams and key deliverables across functions on end‑to‑end software and technology transactions.
• Due diligence: Coordinate and support cross‑functional due diligence (product, strategy, finance, legal, tax, HR) as well as external advisors (TDD, FDD, CDD).
• Counterparty engagement: Assist in managing interactions with target companies, banks, private equity funds and other advisers throughout the deal process.
• Divestitures & carve‑outs: Help drive carve‑out assessments, preparation activities and self‑due diligence.
• Transaction administration: Support the execution of NDAs, term sheets and other essential transaction documents over the life of each deal.

Candidate profile

• 2–5 years’ experience in investment banking, private equity, private credit with demonstrable end‑to‑end M&A execution experience.
• Experience in software, SaaS and/or technology‑enabled services deals is essential; vertical or application software exposure is a strong plus.
• Strong understanding of software and SaaS business models and metrics (ARR, net retention, churn, LTV/CAC, cloud vs on‑prem mix, etc.).
• Advanced financial modelling skills and comfort building and owning complex valuation and operating models.
• Exceptional communication skills and strong executive presence; comfortable working with senior stakeholders and “reading the room.”
• Highly organised, detail‑oriented and able to manage multiple workstreams on compressed timelines.
• Proactive, low‑ego team player with a genuine interest in software, emerging technologies and applied AI.
• Hands‑on experience using AI tools (e.g. ChatGPT, Claude, Copilot) to streamline research, analysis or DD is a plus.

What makes this opportunity distinctive:

• Direct exposure to scaled, recurring‑revenue software and data businesses in a market‑leading group.
• High deal velocity on transactions from US$5m to US$500m, with genuine full‑cycle responsibility.
• One of the most acquisitive platforms in its segment, outgrowing many peers and offering strong career progression.
• Tight‑knit, supportive team with clear routes into Associate Director / Director level for high performers.