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.

Partner One is looking for an Investment Associate to join the team. The Investment Associate will be part of the Mergers and Acquisitions team and will be responsible for supporting activities related to due diligence and the execution of acquisitions.

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