Investment Associate

Emergence Software • San Francisco, NY

1d • Remote

About The Position

Emergence is looking for an M&A / Investment Professional to support the investment diligence cycle from start to close, including target evaluation, Emergence thesis alignment, and post-investment integration planning. This role involves performing comprehensive financial and operational due diligence, developing retention analyses, analyzing unit economics and SaaS KPIs, facilitating quality of earnings analyses, and understanding net working capital and indebtedness. The associate will also synthesize negotiation outcomes, collaborate with cross-functional teams, prepare financial models and valuation reports, create Investment Committee Memos, and provide strategic recommendations to senior management.

Requirements

• 3+ years of deal-related experience in private equity, corporate development, and investment banking or management consulting, ideally with focus on enterprise software / B2B SaaS
• Highly analytical and organized with strong written / verbal communication skills
• Passionate about investing, with a strong understanding of fundamental business analysis, and an outstanding academic and professional record
• Embodies our core values: hunger, humility, and high standards

Responsibilities

• Perform comprehensive financial and operational due diligence to identify risks and opportunities
• Develop and present retention analyses to understand the health of existing customers and potential deal pipeline
• Analyze unit economics, key SaaS KPIs, and operating leverage of target opportunities
• Facilitate quality of earnings analyses to assess the financial health and sustainability of potential acquisitions
• Understand the net working capital bridge and indebtedness definitions to ensure accurate valuation adjustments
• Ability to synthesize & assess the outcomes of negotiations on complex majority buyout transaction terms and structures
• Collaborate with cross-functional teams, including finance, legal, and operations, to ensure seamless deal execution
• Prepare detailed financial models and valuation reports to support decision-making
• Prepare holistic Investment Committee Memos outlining critical diligence findings
• Provide strategic recommendations to senior management based on in-depth analysis of potential deals

Benefits

• Competitive compensation
• Better work-life balance
• Flexible remote-first opportunity
• Setting of your own work schedule
• Meaningful upside participation in a new investment platform
• Exposure to meaningful deal rep volume (targeting 3-4 investments per quarter)
• Experience leading dealmaking end-to-end, including deal negotiation & complex structuring
• Career-accelerating experience

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed