Summer Analyst
Job Description:
Our Summer Analysts gain exposure to the private equity industry and Roark’s highly analytical approach to investment evaluation. The Summer Analyst will work on teams led by a Managing Director or Principal. They will interact directly with all members of the firm but will typically report to an Associate or Senior Associate. They will take an active role in the analysis and modeling of prospective investment opportunities and monitoring of portfolio investments. Like our full-time Analysts, the Summer Analyst will be expected to support deal teams in many aspects of the investment process including due diligence, modeling, data analysis, and industry research. They will prepare materials for and participate in meetings of Roark’s Investment Committee. The Analyst will have exposure to portfolio management, including monitoring the performance of existing portfolio companies, interacting with portfolio company management teams on specific initiatives, and evaluating potential add-on acquisitions. They will also be expected to prepare detailed industry research and assist senior Roark investment professionals in developing investment strategies for new investment verticals that are consistent with Roark’s investment criteria.
Our Summer Analyst program includes extensive training, real deal experience, and assigned mentors to provide support throughout the summer. We encourage diverse candidates to apply.
Qualifications:
The Summer Analyst is expected to have outstanding academic credentials, preferably with a concentration in business, finance, accounting, economics, or a major evidencing strong quantitative ability. This person should have strong Microsoft Excel, Word, and PowerPoint skills. The Summer Analyst is expected to have an exceptional work ethic, strong analytical capabilities, and excellent writing and research skills. This person must be focused, energetic, and highly motivated. They must be a self-starter with a high sense of urgency and a positive, “can do” attitude who regards no task as too big or too small for them. This person should be detail-oriented with excellent communication and organization skills. The Summer Analyst will be capable of concurrently completing a wide variety of tasks and be able to quickly shift priorities while maintaining focus. Successful Summer Analysts demonstrate a positive attitude and a willingness to learn.