Investment Associate, Corporate Development (Software/SaaS)

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

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.