Investment Banking Analyst - Tech

Roth Capital Partners; Boulder (CO); On-site; USD 61,000 - 83,000; Full time

Benefits offered by this job

Semi-Annual Bonus

In-person role in Boulder

Job summary

Roth Capital Partners, LLC in Boulder, CO seeks an Investment Banking Analyst to join the Technology Team. You will work closely with senior bankers on live deals, build financial models (DCF, comps, and precedents), and prepare CIMs and client-ready materials.

The role requires strong Excel/PowerPoint skills, solid accounting/finance knowledge, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications

• 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)

Responsibilities

• 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

Skills

Excel

PowerPoint

Financial modeling

Valuation

Education

Bachelor's Degree in Business/Finance/Economics/Accounting

Tools

SIE

Series 79

Series 63

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 Technology 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 based in Boulder, CO.

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

Skills and Attributes:

• 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

Qualifications:

• 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)

Compensation:

$72,000+

Semi-Annual Bonus