Investment Analyst
Emergence · New York, NY · 2 wk 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.