Investment Associate

Posted 14 Days Ago
Be an Early Applicant
6 Locations
Remote
Mid level
Artificial Intelligence • Cloud • Analytics • Automation
The Role
Support M&A activities by analyzing commercial and financial data, conducting market research, identifying software acquisition targets, advancing opportunities through the deal cycle, and coordinating cross-functional teams to execute and close transactions.
Summary Generated by Built In

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.

Benefits

Skills Required

  • Up to 5 years of relevant experience in transaction advisory, buy-side due diligence, public accounting/audit for software, corporate development, FP&A, revenue accounting/operations, controllership, or strategic finance at software/SaaS businesses
  • Working knowledge of US GAAP and IFRS accounting standards and policies
  • Degree in Finance, Accounting, or a related business field
  • Demonstrated strong academic performance at a top-tier institution
  • Maturity and presence to interact effectively with C-level executives
  • Availability to work half of each day aligned with North American office business hours
  • Self-starter with strong sales and communication skills
  • Strong command of written and spoken English
  • Strong analytical skills, high attention to detail, and strong Microsoft Suite skills
  • CPA or CFA track
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The Company
HQ: São Paulo
62 Employees

What We Do

PartnerOne is an enterprise software company that manages the world’s largest data environments through virtualized cloud storage, hyper-automation, artificial intelligence, and metadata analytics. Contrary to other software companies, we play a mission-critical role in not just one, but many aspects of the enterprise Big Data cycle. Over 1250 of the world’s largest data environments rely on our software for their most critical needs and to safeguard their most valuable data.

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