Investment Associate at Emergence Software | San Francisco, CA, US | Rezi

Investment Associate at Emergence Software

Investment Associate

Emergence Software · San Francisco, CA, US

1 months ago

Investment Associate

Emergence Software · San Francisco, CA, US

a month ago
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About the Role

Emergence is seeking an M&A / Investment Professional to support the investment diligence cycle from start to close, including target evaluation, thesis alignment, and post-investment integration planning.

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.
  • Synthesize and 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.

Requirements

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

Location

  • Remote

Work Type

  • Remote-first
  • Flexible schedule

Experience Level

  • 3+ years

Salary/Compensations

  • Competitive compensation
  • Higher than current role

Benefits

  • Better work-life balance
  • Selection of own hours

About the Company

  • Join a high-growth company and play a significant role in shaping the company’s strategic direction.
  • Opportunity to build a new investment platform and participate meaningfully in its upside.
  • Exposure to meaningful deal rep volume, as part of an organization targeting 3-4 investments per quarter.
  • Develop experience leading dealmaking end-to-end, including deal negotiation & complex structuring.
  • The role is designed to be a career-accelerating experience for candidates willing to put in the work.