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Investment Associate

Remote, United States remote Entry Salary not listed
remote Technology & IT Curated
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About the role

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
Originally posted on Himalayas

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Role
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Likely questions

  1. Tell us about work you have done that is close to the Investment Associate role.
  2. How would you approach your first 30 days at name?
  3. Which of Accounting, Finance and Operations have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you stay organised and communicate clearly when working remotely?

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  • A recent example that proves your experience with Accounting, Finance and Operations.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

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  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Investment Associate role because I can bring practical experience in Accounting, Finance and Operations, learn the team quickly, and contribute to the outcomes name needs from this hire.

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