Jobs · Finance · California

Investment Analyst

Emergence · San Francisco, CA · 2 mo ago
On-siteFinanceFull-time

About the role

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

Responsibilities

  • 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.

Requirements

  • 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.

What We're Looking For

  • Must-have qualifications listed above.

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.

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