Investment Associate

Posted 6 Days Ago
Be an Early Applicant
6 Locations
Remote
Mid level
Artificial Intelligence • Cloud • Analytics • Automation
The Role
Supports mergers and acquisitions by analyzing commercial and financial data, evaluating acquisition targets, researching markets, identifying software acquisition opportunities, and advancing deals through execution. The role contributes to due diligence, live deal closings, cross-functional coordination, data requests, and presentations to stakeholders. It requires strong software and SaaS financial analysis, accounting knowledge, communication skills, and the ability to interact with C-level executives.
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. This is a full-time, permanent role. The Investment Analyst 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
  • Between 3 and 7 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 
  • Strong experience analyzing and evaluating software and SaaS companies 
  • 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. 
  • 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. 

Skills Required

  • 3 to 7 years of experience in transaction advisory, buy-side financial due diligence, public accounting or external audit for technology/software companies, corporate development, FP&A, finance, revenue accounting and operations, controllership, business operations, or strategic finance at software or SaaS businesses
  • Strong experience analyzing and evaluating software and SaaS companies
  • 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
  • Maturity and presence to interact effectively with C-level executives
  • Self-starter with strong sales and communication skills
  • Strong command of written and spoken English
  • Strong analytical and Microsoft Suite skills
  • High attention to detail
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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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