Tech IB Analyst — Work on Live Deals in Newport Beach

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 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