Summer Analyst - Growth Equity (Summer 2026)

About Updata Partners

Updata is a growth equity investment firm specializing in business-to-business (or “B2B”) software and software-enabled companies. With more than $1.5 billion of committed capital since inception, Updata is among the most successful technology-focused growth equity firms in the U.S. and our investors include a host of top-tier institutions. Our partners have invested in more than 70 industry-leading companies and, as entrepreneurs, have built and sold businesses exceeding $3 billion in shareholder value. We have been creating exceptional outcomes for customers, employees, entrepreneurs, and shareholders for the last 25 years.

Summer Analyst Responsibilities

The summer analyst will spend most of their time working with the sourcing team. The sourcing team is responsible for originating and evaluating investment opportunities. Example tasks include:

• Screen lists and industry publications to identify companies that fit Updata’s investment specification
• Assist in managing our company database to ensure the firm’s pipeline is up-to-date and accurate
• Help the analyst team surface actionable leads to the broader investment team
• Conduct sourcing calls to help evaluate companies/investment opportunities
• Evaluate pitch presentations and financial material to determine fit for Updata
• Perform ad-hoc analysis as necessary (including deal execution and portfolio company-related tasks)

In addition to the tasks above, summer analysts will complete several long-term, thematic projects that result in clear deliverables to the partners.

Requirements

The ideal candidate will have most of the below qualities:

• Completing junior year, anticipated graduation date May 2027
• Majoring in a business-related and / or technology-related field
• Dedicated interest in entrepreneurship, finance, and technology
• Critical thinking skills, including research and analytical abilities
• Strong communication and presentation skills
• Excel, Salesforce, and other database skills

Compensation

Summer analysts will be compensated $800 per week.

Hiring and Onboarding Process

Applications and interviews will be reviewed and conducted on a rolling basis. Onboarding will begin in early May 2026. The summer analyst program will run from late May to early August; start and end date can be mutually agreed upon. The summer analyst program is an in-person opportunity. Students from historically underrepresented backgrounds in finance are strongly encouraged to apply. Updata is committed to honoring diversity and fostering inclusion during hiring processes as well as the day-to-day operations of the firm.