Investment Banking Associate - Consumer

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 Include (but Are Not Limited To) Lead the development and quality control of complex financial models (DCF, LBO, merger consequences, accretion/dilution) and valuation analysesOversee preparation of pitch books, management presentations, offering memoranda, and other transaction materials, ensuring accuracy and consistencyManage 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 positioningSupport due diligence processes, including managing data rooms and identifying key risks or issues for senior banker reviewReview and guide the work of Analysts, providing feedback on modeling, formatting, and analytical rigorAssist in deal structuring, negotiation support, and drafting of transaction documentationConduct 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 environmentAdvanced proficiency in Excel, PowerPoint, and financial analysis toolsDeep understanding of accounting, corporate finance, and capital marketsDemonstrated ability to manage multiple workstreams and competing deadlines independentlyStrong client-facing communication and presentation skillsAbility to supervise, review, and develop junior staff Qualifications MBA or advanced degree with prior investment banking experience, or 3+ years as an investment banking AnalystSecurities Industry Essentials - SIE, Series 79, and 63Experience with Bloomberg, Capital IQ, or FactSetPrior experience in consumer investment banking preferred Compensation $80,000-$85,000 base + Semi-annual discretionary bonus Powered by JazzHR