Investment Banking Analyst - Consumer
Roth Capital PartnersNewport Beach, CA
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Overview
Schedule
Full-time
Career level
Entry-level
Remote
On-site
Job Description
Roth Capital Partners, LLC is a relationship-driven investment bank focused on serving growth companies and their investors. In addition to capital markets and M&A advisory services, our full-service platform provides a variety of capital markets solutions, including high impact equity research, macroeconomic perspectives, institutional sales and trading, technical insights, derivatives strategies and corporate access. Headquartered in Newport Beach, California, Roth is a privately held, employee-owned organization and maintains offices throughout the U.S.Roth is looking to add an Investment Banking Analyst to our Consumer Team. Our entrepreneurial culture provides Analysts with the opportunity to make significant contributions to engagements with exposure to live deals and on the job learning experience. Investment Banking Analysts are an important part of deal teams, work closely with senior-level bankers, and are responsible for assisting in the execution of M&A and capital raising transactions for public and private companies. This in-person role will be in the firm’s Newport Beach, CA office.Responsibilities include (but are not limited to):
- Build and maintain financial models, including DCF, comparable company, and precedent transaction analyses
- Prepare pitch books, confidential information memoranda (CIMs), management presentations, and marketing materials for client and internal use
- Conduct industry, company, and market research to support deal origination and execution
- Support due diligence processes, including data room management and coordination with legal, accounting, and other advisors
- Analyze financial statements and public filings to assess company performance and valuation
- Coordinate with senior bankers, clients, and internal teams to ensure timely execution of deliverables with accuracy and attention to detail
- Strong proficiency in Excel, PowerPoint, and financial modeling
- Solid understanding of accounting principles, corporate finance, and valuation methodologies
- Excellent written and verbal communication skills
- Ability to work effectively under pressure and manage multiple priorities in a fast-paced environment
- Outstanding academic credentials with a Bachelor’s Degree in related areas of study including Business, Finance, Economics and/or Accounting
- 0–2 years of relevant experience (internship or full-time) in investment banking, corporate finance, or a related field
- Securities Industry Essentials - SIE, Series 79, and 63 (or ability to obtain within a specified timeframe)
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FAQs About Investment Banking Analyst - Consumer Jobs at Roth Capital Partners
What is the work location for this position at Roth Capital Partners?
This job at Roth Capital Partners is located in Newport Beach, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Roth Capital Partners?
Employer has not shared pay details for this role.
What employment applies to this position at Roth Capital Partners?
Roth Capital Partners lists this role as a Full-time position.
What experience level is required for this role at Roth Capital Partners?
Roth Capital Partners is looking for a candidate with "Entry-level" experience level.
What is the process to apply for this position at Roth Capital Partners?
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