Investment Banking Associate

MKM Partners; Newport Beach (CA); On-site; USD 80,000 - 85,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

Roth Capital Partners, LLC in Newport Beach, CA is seeking an Investment Banking Associate for the Consumer Team. The role involves ownership of financial analysis, deal materials, and process management with increasing client exposure, reporting to senior bankers in person at the Newport Beach office.

Candidates should have MBA or advanced IB experience or 3+ years as an Analyst, strong modeling and presentation skills, and familiarity with Bloomberg, Capital IQ or FactSet.

Qualifications

• MBA or advanced degree with prior investment banking experience or 3+ years as an investment banking Analyst.
• SIE, Series 79, and 63 licenses are required.
• Experience with Bloomberg, Capital IQ, or FactSet is preferred.
• Prior experience in consumer investment banking is a plus.

Responsibilities

• 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.

Skills

Financial modeling

Valuation analysis

Client interaction

Project management

Team leadership

Education

MBA or advanced degree

Investment banking experience

Tools

Bloomberg

Capital IQ

FactSet

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

• 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

Skills and Attributes

• 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

Qualifications

• 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

Compensation

$80,000-$85,000 base + Semi-annual discretionary bonus