Investment Analyst

Investment Analyst Emergence | New York/San Francisco/Toronto - Full-Time / Part-Time | Onsite https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

Who We Are https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

Emergence is a thematic holding company backed by the Pritzker Organization focused exclusively on acquiring and scaling category-defining software businesses. We organize investments into focused portfolios with deep domain expertise and proven operational playbooks. We combine permanent capital with a growth equity mindset - partnering closely with leadership teams to drive sustainable ARR growth, profitability improvements, and industry-leading customer outcomes. https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

The Mission https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

Execute the investment diligence cycle end to end, from initial target evaluation through IC memo, supporting multiple deals per quarter. https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

What You'll Do https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

- Run financial and operational due diligence on acquisition targets, identifying risks and opportunities across the business. https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

- Build and maintain financial models covering unit economics, SaaS KPIs, and operating leverage. https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

- Prepare quality of earnings analyses and net working capital bridge assessments to support accurate valuation. https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

- Draft Investment Committee memos that synthesize diligence findings into clear, decision-ready recommendations. https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

- Support deal structuring and execution in close coordination with legal, finance, and operating teams. https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

- Maintain coverage models and sourcing infrastructure as deal pipeline grows. https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

What We're Looking For https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

Must-haves https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

- 1 to 3 years of experience in investment banking, private equity, growth equity, or corporate development. https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

- Hands-on financial modelling experience with SaaS or enterprise software businesses. https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

- Strong written communication - can turn complex diligence findings into a clear, concise IC memo. https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

- Organized and reliable under deal pressure with multiple workstreams running simultaneously. https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

Nice-to-haves https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

- Exposure to majority buyout transaction structures and deal negotiation. https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

- Familiarity with QoE processes and working capital adjustments. https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

- Prior experience at a software-focused PE or growth equity firm. https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

Who you are https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

You finish what you start and flag problems early. You have sent a financial model to a senior colleague knowing it would get torn apart and came back with a better one. You do not wait to be told what to look for in a data room. You have an opinion on whether a business is good and can defend it with numbers. https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

What We Offer https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

- Competitive base with carry participation tied to performance. https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q

- Direct exposure to the full deal lifecycle https://jobs.ashbyhq.com/emergence/64c3e760-bd1d-41dc-ad75-2053ed65b9c0/application?utm_source=j4Nk6q6b7q