Investment Associate

emergenceยท M&A
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๐Ÿ“ New York, San Francisco, TorontoFullTime

About this role

Investment Associate | 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 โ€” partnering closely with leadership teams to drive sustainable ARR growth, profitability improvements, and industry-leading customer outcomes.

The Mission

Own the investment execution process end to end - from first look through close - on majority buyout transactions in enterprise software.

What You'll Do

  • Lead financial and operational due diligence on acquisition targets, owning the workstream from kickoff to IC.

  • Build comprehensive financial models covering unit economics, SaaS KPIs, valuation, and operating leverage.

  • Run quality of earnings analyses and own the net working capital bridge and indebtedness definitions.

  • Write and present Investment Committee memos with clear diligence findings and a defensible point of view.

  • Assess and synthesize deal terms and majority buyout structures, identifying risks in negotiated positions.

  • Collaborate with legal, finance, and operations teams to drive clean deal execution and post-close integration planning.

  • Develop retention analyses and customer cohort work to evaluate pipeline health of acquisition targets.

What We're Looking For

Must-haves

  • 3 to 5 years of experience in private equity, growth equity, or investment banking with direct deal execution exposure.

  • Has run a full diligence process and contributed directly to a closed transaction.

  • Deep understanding of enterprise software and SaaS business models - can assess a business independently.

  • Strong financial modelling skills across LBO, DCF, and SaaS-specific KPI frameworks.

  • Can write a clear, concise IC memo that stands on its own without being walked through.

Nice-to-haves

  • Experience with majority buyout structuring and complex transaction terms.

  • Prior exposure to post-acquisition integration planning.

  • Software-focused PE or growth equity background.

Who you are

You have run a data room without being told what to look for. You have pushed back on a deal and explained why with numbers. You write things once and they are right. You pull problems toward yourself instead of waiting for someone to assign them. You have changed your view on a business because the data said something different and you said so out loud.

What We Offer

Competitive base with bonus and meaningful carry participation.

Direct ownership of deal execution with exposure to the full lifecycle from sourcing through close and post-acquisition integration.

Frequently Asked Questions

Is the salary disclosed for the Investment Associate position at emergence?
The salary for this Investment Associate role at emergence is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Investment Associate position at emergence located?
This Investment Associate role at emergence is based in New York, San Francisco, Toronto. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Investment Associate role at emergence full-time or part-time?
This is listed as a FullTime position. It is posted as a Investment Associate role in the M&A department at emergence.
Which team or department does the Investment Associate at emergence belong to?
This Investment Associate position is part of the M&A department at emergence. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Investment Associate position at emergence?
Click the "Apply Now" button on this page. You will be redirected to emergence's official application portal hosted on ashby where you can submit your application directly.
When was the Investment Associate job at emergence posted?
This Investment Associate position at emergence was posted on Jun 23, 2026. Apply as soon as possible โ€” early applications are often reviewed first.
Investment Associate
emergence
Apply for this role โ†—

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