Investment Associate

PartnerOne

. Conduct overview and analysis of commercial and financial data of acquisition targets .

Posted 11/9/2026full-timeRemote • Argentina, Brazil, Chile, Colombia, Mexico, PeruMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial analysis and evaluation of software and SaaS companies, with a strong understanding of US GAAP and IFRS standards. Proven ability to collaborate with cross-functional teams and effectively communicate with C-level executives.

Highest-signal resume keywords

Financial Due Diligence AdvisoryQuality Of Earnings EngagementsSoftware And SaaS Company AnalysisUS GAAP And IFRS KnowledgeDegree In Finance Or Accounting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisMarket ResearchData AnalysisDeal ExecutionRevenue AccountingControllershipStrategic FinanceTransaction Advisory ServicesQuality Of Revenue EngagementsBusiness Operations

Soft Skills

Strong Communication SkillsSelf-StarterAttention To DetailMaturity And PresenceSales Skills

Tools & Technologies

Microsoft Suite

Certifications & Qualifications

CPACFA

Industry Keywords

Acquisition TargetsCross-Functional CollaborationC-Level InteractionSaaS BusinessesPublic Accounting

About the role

Key responsibilities & impact

Conduct overview and analysis of commercial and financial data of acquisition targets
Formulate and present the assessment of acquisition targets’ initial fit
Conduct market research to understand industry trends and recognize new acquisition opportunities
Identify software businesses that meet acquisition criteria and metrics, and move opportunities through the deal cycle
Support the M&A team with ad hoc tasks related to closing live deals
Collaborate and coordinate with cross-functional teams on data requests, information sharing, project team meetings, and deal execution

Requirements

What you’ll need

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