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Investment & Strategy Associate (Fintech)

About Software Club:

Software Club is the differentiating source of strategic intelligence in the technology space.

With a unique team of over 100 full-time research analysts & planners, Software Club leverages a network of over 10,000 market professionals to deliver on-the-ground strategic intelligence to investors and corporates, with a core focus around North America and Europe.

Our team gathers top talents with diverse and international backgrounds. Our Research & Investment team has the strongest expertise in the ecosystem on B2B Software due diligence, and we are surrounded by a network of mentors including high-profile tech founders and investors.

Our Culture:

Software Club gathers a group of highly talented international individuals (incl. US, Chinese, Filipino, French, Moroccan, Latvian, Lebanese nationalities among others).

The leadership team is composed of experienced investment professionals & management consultants (ex-McKinsey, BCG Project Leaders & managers).

Our advisory board is extremely high profile, including some of the most successful investors worldwide (incl. Managing Partners of the largest PE and Growth Equity funds, and Tech unicorn entrepreneurs).

We seek to develop a dream team of outstanding investment analysts with strong academic and professional achievements and a passion for investing and technology.

Your Responsibility:

  • Conduct deep fundamental research on Financial Services software & technology companies

  • Perform strategic due diligence and financial analysis on publicly listed and privately owned software & technology companies

  • Leverage both quantitative modelling and qualitative insights generation through expert interviews

  • Support the commercial processes and meet with potential clients to sell our research

  • Collaborate with a strong team of peers and experienced ex-Tier 1 management consultants contributing to the research

  • Deliver high quality and valuable deliverables that will support decision making on multi-million investments

  • Communicate your research findings internally and externally

  • Daily monitoring of the already identified companies

  • Prepare financial research and analysis, strategic screening and communicate materials for our members

  • Lead interviews in English with professional experts

  • Contribute to process improvement and new companies screening

Qualifications:

Across the firm, we attract motivated, intellectually curious, and analytically rigorous young professionals who are passionate about learning and creating impact. The ideal candidate will possess the following qualifications:

  • You are a Tier 1 engineering / business school young graduate specialized in specialized in strategy/corporate finance/investment/engineering

  • You have relevant 2/3 years of experiences in management consulting, strategic consulting, and finance (with several internships in finance/tech/startup or corporate company)

  • You have excellent analyst skills and Excell skill

  • You have strong oral and written communication skills in English, French, Italian or German language ability is a plus

Cherry on the cake:

  • You already have a solid knowledge of the Fintech space

  • You like collaborating as a team, and deliver your best as an individual

  • You are looking to learn a lot and feel empowered in your next professional mission

  • You are interested in entrepreneurship

  • You are passionate about technology, innovation, and investment


Process:

  • 1 Aptitude test

  • 1 Interview with our Investment & Research Manager

  • 1 Case study

  • Final interview with members of the Leadership team & HR Manager

Average salary estimate

$70000 / YEARLY (est.)
min
max
$60000K
$80000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Investment & Strategy Associate (Fintech), Software Club

Join Software Club as an Investment & Strategy Associate where you’ll dive into the fascinating world of Fintech! In this role, you’ll conduct cutting-edge research on financial services software and technology companies, performing strategic due diligence and financial analysis. Imagine being part of a vibrant, international team of experts where your insights can influence multi-million dollar investments! At Software Club, we pride ourselves on our stellar team, gathering top talents from diverse backgrounds, and nurturing a culture filled with innovation and passion for tech and investing. You’ll collaborate with former management consultants from the likes of McKinsey and BCG, as well as connect with high-profile mentors who have made significant strides in the investment ecosystem. If you’re a recent graduate from a top-tier engineering or business school with 2-3 years of relevant experience, you’ll fit right in. You’ll be leveraging quantitative models and qualitative insights, while also communicating your research to both internal teams and external clients. Are you ready to unlock your potential and immerse yourself in the structured yet dynamic environment at Software Club?

Frequently Asked Questions (FAQs) for Investment & Strategy Associate (Fintech) Role at Software Club
What are the responsibilities of an Investment & Strategy Associate at Software Club?

As an Investment & Strategy Associate at Software Club, your primary responsibilities will include conducting in-depth research on financial services software and technology companies, performing strategic due diligence, and delivering high-quality financial analyses. Additionally, you'll engage in expert interviews to draw vital qualitative insights, support client-related processes, and communicate your findings effectively. Collaborating with a talented team of peers will also be a key part of your role, allowing you to contribute to substantial investment decisions in a high-stakes environment.

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What qualifications do I need to apply for the Investment & Strategy Associate position at Software Club?

To be considered for the Investment & Strategy Associate position at Software Club, you'll need to be a recent graduate from a top-tier business or engineering school with a specialization in areas like strategy, corporate finance, or investment. Additionally, having 2-3 years of relevant experience in management consulting or finance, including internships in finance or tech, will enhance your application. Proficiency in analytical skills, especially Excel, along with strong communication abilities in English is essential, and knowledge of languages like French, Italian, or German is a plus.

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How does the hiring process for the Investment & Strategy Associate position work at Software Club?

The hiring process for the Investment & Strategy Associate role at Software Club consists of several key steps designed to evaluate your aptitude and fit. You'll start with an aptitude test, followed by an interview with our Investment & Research Manager. The process will also include a case study analysis that tests your strategic thinking skills, and finally, a concluding interview with members of the leadership team and HR Manager. This thorough approach ensures we find the best talent to join our dynamic team.

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What attributes are Software Club looking for in an Investment & Strategy Associate?

Software Club values motivated and intellectually curious individuals for the position of Investment & Strategy Associate. Ideal candidates will demonstrate analytical rigor and a passion for technology and investing. The ability to communicate effectively, both orally and in writing, is critical, as you will need to present complex research findings. A collaborative spirit, coupled with a desire to continuously learn and contribute to the team, is the cherry on top that we seek in all our associates.

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Is prior knowledge of the Fintech space necessary for the Investment & Strategy Associate role at Software Club?

While not strictly necessary, having prior knowledge of the Fintech space is definitely beneficial for the Investment & Strategy Associate role at Software Club. A solid understanding of financial technologies will not only enhance your contributions but also empower you to engage more effectively with both clients and your research team. If you have a passion for technology and innovation, it will serve you well in this position.

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Common Interview Questions for Investment & Strategy Associate (Fintech)
What experience do you have that prepares you for the Investment & Strategy Associate role?

In preparing to answer this question, highlight your relevant academic background and any internships or professional experiences in management consulting or finance. Be specific about the skills you gained, such as financial analysis, qualitative research, and strategic thinking, and explain how they relate to the responsibilities you would handle at Software Club.

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How do you approach conducting research on financial services companies?

When answering this question, outline your research methodology, including how you gather data from various sources, conduct interviews, and utilize quantitative and qualitative analysis. Emphasize your ability to synthesize information to derive insights that would guide investment decisions.

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Can you describe a challenging situation you faced in a previous role and how you handled it?

Discuss a specific challenge where you exhibited problem-solving skills. Emphasize your thought process in overcoming obstacles, collaboration with peers, and the outcome. Relate the experience back to the skills needed for success at Software Club.

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What motivates you to work in the investment and technology fields?

Express a genuine passion for technology, innovation, and investment. Share your enthusiasm for making data-driven decisions and how you enjoy the dynamic nature of the financial landscape. Demonstrating this passion will resonate with Software Club's core mission.

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How do you keep yourself updated on industry trends and developments in the fintech sector?

Explain your strategies for staying informed, such as subscribing to industry publications, engaging in online forums, and following thought leaders. This shows your commitment to continuous learning and keeping pace with the fast-changing fintech landscape.

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Can you discuss a time you collaborated with a team to achieve a goal?

Narrate a situation where teamwork was key to achieving a shared objective. Highlight your role in the collaboration, the challenges faced, and how you contributed to the team's success. Relating this to Software Club's collaborative environment can strengthen your answer.

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What do you believe are the key challenges facing investors in the fintech industry?

Discuss your knowledge of the fintech landscape, emphasizing the rapid pace of innovation, regulations, and competition. This demonstrates your understanding of the complexities investors encounter and your readiness to navigate these challenges.

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How do you prioritize tasks when working on multiple projects?

Detail your approach to prioritization, possibly by using tools or methodologies that help you manage deadlines and deliverables. Show how you can maintain quality while multitasking, which is crucial for a role like the Investment & Strategy Associate at Software Club.

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What skills do you think are essential for success as an Investment & Strategy Associate?

Identify key skills such as analytical thinking, effective communication, research ability, and adaptability to change. Relate these skills back to the job requirements, showcasing how your background aligns with them.

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What is your understanding of Software Club's mission and how do you align with it?

Research Software Club's mission ahead of the interview, and articulate how your values and career goals resonate with its mission. Highlight your desire to contribute to strategic intelligence in the technology sector, especially within Fintech.

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HQ LOCATION
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EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
March 15, 2025

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