Tech Investment Banking Analyst - Growth & M&A

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 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.