Investment Banking Analyst- Tech

MKM Partners; Newport Beach (CA); On-site; USD 61,000 - 83,000; Full time

Job summary

Roth Capital Partners, LLC is seeking an Investment Banking Analyst to join its Technology Team in Newport Beach, CA. The role offers exposure to live deals and on-the-job learning within a relationship-driven environment.

Analysts work closely with senior bankers to execute M&A and capital-raising transactions for public and private companies, in-person at the Newport Beach office. Responsibilities include building financial models, preparing CIMs and marketing materials, conducting market

Qualifications

• 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.

Responsibilities

• Build and maintain financial models, including DCF, comparable company, and precedent transaction analyses.
• Prepare pitch books, 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

Financial modeling

Accounting principles

Corporate finance

Valuation methodologies

Written communication

Verbal communication

Under pressure / multitasking

Education

Bachelor’s Degree in Business, Finance, Economics or Accounting

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 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

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 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

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