Investment Associate

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.

Investment Associate

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.

Requirements

• 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.