Investment Associate

Summary

Partner One is a leading investment group that acquires and grows software companies. The Investment Associate will support the Mergers and Acquisitions team by conducting due diligence, analyzing acquisition targets, researching markets, identifying opportunities, and assisting with deal execution.

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

Skills

• 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
• 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
• Degree in Finance, Accounting, or a related business field; CPA or CFA track is a significant plus

Qualifications

Must Haves

• 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
• 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

Nice to Haves

• Degree in Finance, Accounting, or a related business field; CPA or CFA track is a significant plus

Benefits

• Remote work arrangement