Investment Analyst

Investment Analyst Emergence | New York/San Francisco/Toronto - Full-Time / Part-Time | Onsite

Who We Are

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.

The Mission

Execute the investment diligence cycle end to end, from initial target evaluation through IC memo, supporting multiple deals per quarter.

What You'll Do

Run financial and operational due diligence on acquisition targets, identifying risks and opportunities across the business.

Build and maintain financial models covering unit economics, SaaS KPIs, and operating leverage.

Prepare quality of earnings analyses and net working capital bridge assessments to support accurate valuation.

Draft Investment Committee memos that synthesize diligence findings into clear, decision-ready recommendations.

Support deal structuring and execution in close coordination with legal, finance, and operating teams.

Maintain coverage models and sourcing infrastructure as deal pipeline grows.

What We're Looking For

Must-haves

1 to 3 years of experience in investment banking, private equity, growth equity, or corporate development.

Hands-on financial modelling experience with SaaS or enterprise software businesses.

Strong written communication - can turn complex diligence findings into a clear, concise IC memo.

Organized and reliable under deal pressure with multiple workstreams running simultaneously.

Nice-to-haves

Exposure to majority buyout transaction structures and deal negotiation.

Familiarity with QoE processes and working capital adjustments.

Prior experience at a software-focused PE or growth equity firm.

Who you are

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.

What We Offer

Competitive base with carry participation tied to performance.

Direct exposure to the full deal lifecycle