Investment Associate

InforCapital; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Emergence is hiring an Investment Associate to own the investment execution process from sourcing through close, with responsibility across due diligence, modeling, and post-closing integration in enterprise software. You will collaborate with legal, finance, and operations to drive clean deal execution and shareholder value.

The role emphasizes strong LBO/DCF modeling and the ability to communicate complex findings in Investment Committee memos.

Qualifications

• 3–5 years in private equity, growth equity, or investment banking with direct deal execution exposure.
• Full diligence process experience with a closed transaction.
• Strong modeling: LBO, DCF, and SaaS KPI frameworks.
• Clear, concise IC memo writing that stands on its own.

Responsibilities

• Lead financial and operational due diligence on acquisition targets, owning the workstream from kickoff to IC.
• Build comprehensive financial models including unit economics, valuation, and operating leverage.
• Run quality of earnings analyses and manage working capital and indebtedness definitions.
• Write and present Investment Committee memos with clear diligence findings and defensible POV.
• Collaborate with legal, finance, and operations to drive clean deal execution and post-close integration.

Skills

Financial modelling

LBO

SaaS KPIs

Education

Bachelor's degree in Finance/Accounting

Tools

Excel

PowerPoint

Capital IQ

Job description

# Investment Associate53 StationsAssociatePrivate EquityOn-siteLocationNew York, United StatesDate PostedJune 26, 2026Stay ahead of the marketGet instant notifications when new job openings matching "Private Equity / Associate jobs in New York, United States" are published.## About This RoleInvestment 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 — 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 Direct ownership of deal execution with exposure to the full lifecycle from sourcing through close and post-acquisition integration. Competitive base with bonus and meaningful carry participation.Apply for this Position