PartnerOne

Investment Analyst

PartnerOne

full-time

Posted on:

Location Type: Remote

Location: Canada

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About the role

  • Perform comprehensive analysis of commercial and financial data for acquisition targets.
  • Prepare and present assessments of the initial suitability of acquisition targets.
  • Conduct market research to understand industry trends and identify new acquisition opportunities.
  • Identify software companies that meet our acquisition criteria/metrics and advance opportunities through the transaction cycle.
  • Support the M&A team with various ad-hoc tasks related to closing ongoing transactions.
  • Collaborate and coordinate with cross-functional teams on data requests, information sharing, project meetings, and transaction execution.

Requirements

  • Up to 2 years of experience in Corporate Development and M&A, Investment Banking, Private Equity, or Transaction Advisory/Consulting is required.
  • Demonstrated excellent academic performance at a top-tier institution.
  • Degree in Finance, Accounting, or a related business field; progress toward or holding a CPA or CFA is a strong plus.
  • Maturity and comfort interacting with C-level executives.
  • Ability to work independently with strong communication and sales skills.
  • Strong analytical and Excel skills with high attention to detail.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysismarket researchdata analysistransaction executionExcel
Soft Skills
communication skillssales skillsanalytical skillsindependencecollaboration
Certifications
CPACFA