Investment Associate

PartnerOne

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

Posted 11/9/2026full-timeRemote • India, Poland, Romania, Hungary, Bulgaria, LithuaniaMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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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 GAAP KnowledgeSaaS Company AnalysisMicrosoft Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisMarket ResearchData AnalysisRevenue AccountingControllershipStrategic FinanceDeal ExecutionAcquisition AssessmentAccounting OperationsFinancial Metrics Evaluation

Soft Skills

Strong Communication SkillsSelf-StarterInterpersonal SkillsAttention to DetailMaturity

Industry Keywords

SaaSSoftware CompaniesCorporate DevelopmentPublic AccountingExternal AuditFP&AC-Level InteractionBusiness OperationsFinancial StandardsAcquisition Criteria

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 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 at software or SaaS businesses, controllership/accounting operations at software or SaaS businesses, or business operations/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 in alignment with the business hours of the 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