Investment Associate

3 weeks, 3 days ago
Full-time
Mid Level
Finance and Accounting
PartnerOne

PartnerOne

PartnerOne specializes in enterprise software solutions that manage extensive data environments through hyper automation, virtualized cloud storage, artificial intelligence, and metadata analytics, serving many of the world's largest corporations.

Media
51-250

Description

  • Analyze commercial and financial data from acquisition targets.
  • Formulate and present assessments of acquisition targets’ initial fit.
  • Conduct market research to identify industry trends and acquisition opportunities.
  • Identify software businesses that meet acquisition criteria and advance opportunities through the deal cycle.
  • Support the M&A team with ad hoc tasks related to closing live transactions.
  • Coordinate with cross-functional teams on data requests, information sharing, project meetings, and deal execution.

Requirements

  • 3–7 years of experience in transaction advisory, buy-side financial due diligence, public accounting or audit, corporate development, FP&A, finance, revenue operations, controllership, business operations, or strategic finance within technology, software, or SaaS companies.
  • Strong experience analyzing and evaluating software and SaaS companies.
  • Working knowledge of US GAAP and IFRS accounting standards and policies.
  • Strong academic performance at a top-tier institution.
  • Bachelor’s degree in Finance, Accounting, or a related business field; CPA or CFA track is a significant plus.
  • Maturity and executive presence when interacting with C-level executives.
  • Availability to work half of each day aligned with North American business hours.
  • Self-motivated with strong sales and communication skills.
  • Strong written and spoken English, analytical ability, Microsoft Suite proficiency, and attention to detail.

Interested in this position?

Apply directly on the company website

Apply Now

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