What are the responsibilities and job description for the Investment Analyst position at Emergence?
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