Investment Analyst

Posted 21 Days Ago
Be an Early Applicant
Toronto, ON, CAN
In-Office
Mid level
Professional Services • Software • Financial Services
The Role
Source, evaluate, and lead pre-LOI investment activities for enterprise software companies. Manage sourcing infrastructure, drive due diligence and deal execution, support deal structuring and post-acquisition strategy, and help build the investment team and repeatable processes.
Summary Generated by Built In

Investment Analyst Emergence | 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

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

What You'll Do

  • 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.

What We're Looking For

Must-haves

  • 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.

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

Skills Required

  • 1-6+ years of private equity, growth equity, or VC investing experience
  • Growth and sales roles at fast-growing startups (acceptable background)
  • Strong investment judgment and deep understanding of enterprise software
  • Exceptional communication skills with founders and management teams
  • Ability to thrive in fast-paced, entrepreneurial environments
  • Genuine interest in helping grow and operate software companies
  • Builder mentality, energized by shaping early-stage functions and processes
Am I A Good Fit?
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The Company
52 Employees
Year Founded: 2024

What We Do

Emergence Software is a thematic holding company backed by The Pritzker Organization, focused on acquiring and scaling category-defining B2B software businesses. By combining operational rigor with a growth equity mindset, the firm provides long-term capital and tailored strategic support to its portfolio companies, aiming to drive sustainable ARR growth, profitability improvements, and industry-leading customer outcomes.

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