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Investment Associate
PartnerOne. Conduct overview and analysis of commercial and financial data of acquisition targets .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in transaction advisory services and financial due diligence, with a strong focus on analyzing software and SaaS companies. Proficient in US GAAP and IFRS standards, with the ability to effectively communicate and collaborate with C-level executives.
Highest-signal resume keywords
Transaction Advisory ServicesFinancial Due DiligenceUS GAAPSaaS Company AnalysisMicrosoft Suite Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisMarket ResearchData AnalysisRevenue AccountingControllershipStrategic FinanceDeal ExecutionAcquisition Target AssessmentAccounting StandardsBusiness Operations
Soft Skills
Strong Communication SkillsSelf-StarterAttention to DetailInterpersonal SkillsMaturity
Industry Keywords
M&ACross-Functional CollaborationTechnology CompaniesSoftware BusinessesCorporate Development
About the role
Key responsibilities & impact- Conduct overview and analysis of commercial and financial data of acquisition targets
- Formulate and present assessments of acquisition targets’ initial fit
- Conduct market research to understand industry trends and identify new acquisition opportunities
- Identify software businesses meeting 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 transaction advisory services, 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, controllership/accounting operations, 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
- 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 and Microsoft Suite skills, with high attention to detail