Investment Banking Associate - Consumer
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Compensation
$80,000-$85,000/year
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 Associate to our Consumer Team. The Investment Banking Associate serves as a key member of deal teams, bridging execution and client management responsibilities. This role involves greater ownership of financial analysis, deal materials, and process management, with increasing exposure to direct client interaction and deal negotiation support. This in-person role will be in the firm’s Newport Beach, CA office.Responsibilities include (but are not limited to):
- Lead the development and quality control of complex financial models (DCF, LBO, merger consequences, accretion/dilution) and valuation analyses
- Oversee preparation of pitch books, management presentations, offering memoranda, and other transaction materials, ensuring accuracy and consistency
- Manage day-to-day workstreams on live transactions, coordinating across internal teams and external advisors (legal, accounting, tax)
- Participate in client meetings and calls, contributing to strategic discussions and deal positioning
- Support due diligence processes, including managing data rooms and identifying key risks or issues for senior banker review
- Review and guide the work of Analysts, providing feedback on modeling, formatting, and analytical rigor
- Assist in deal structuring, negotiation support, and drafting of transaction documentation
- Conduct industry and company research to support origination efforts and new business development
- Strong track record of financial modeling and valuation work in a banking, private equity, or related environment
- Advanced proficiency in Excel, PowerPoint, and financial analysis tools
- Deep understanding of accounting, corporate finance, and capital markets
- Demonstrated ability to manage multiple workstreams and competing deadlines independently
- Strong client-facing communication and presentation skills
- Ability to supervise, review, and develop junior staff
- MBA or advanced degree with prior investment banking experience, or 3+ years as an investment banking Analyst
- Securities Industry Essentials - SIE, Series 79, and 63
- Experience with Bloomberg, Capital IQ, or FactSet
- Prior experience in consumer investment banking preferred
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FAQs About Investment Banking Associate - 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?
Candidates can expect a pay range of $80,000 and $85,000 per year.
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 "Senior-level" experience level.
What is the process to apply for this position at Roth Capital Partners?
You can apply for this role at Roth Capital Partners either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.