Role Overview
The Financial Analyst – Originations will provide dedicated financial screening, modelling, and Investment Committee preparation support for acquisition opportunities across Pallas Software Group. The role will mature the financial insights on targets, so that every Portfolio Manager has early access to rigorous, consistent analysis that can advance the PQs and Modelling before handing across to the M&A Execution team for final checking and approvals.
What You Will Do
The Financial Analyst – Originations will screen inbound and adviser-introduced opportunities, maintain and refresh target maps and market intelligence, support Portfolio Managers’ adviser and intermediary relationships, and build acquisition models from source data.
Why It Might Be a Fit
The ideal candidate will have a minimum of 2 years of experience in a financial analysis role with direct exposure to M&A, genuine modelling capability, and understanding of software business economics.
Requirements
- Minimum of 2 years experience in a financial analysis role with direct exposure to M&A
- Genuine modelling capability
- Understanding of software business economics
- Comfortable working across multiple stakeholders and priorities at once
- Credible with a Portfolio Manager and a founder’s finance director
- Self-directing with sound judgement on when to escalate and when to proceed
Benefits
- Competitive salary
- Bonus/commission
- Equity
- Healthcare
- Dental insurance
- Vision insurance
- Paid holidays
- Retirement plan
- Learning budget
- Parental leave
- Wellness program
- Visa/relocation support
To apply for this job please visit talentmanagementsolution.wd3.myworkdayjobs.com.
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