Full-Time Analyst Position – Investment Analysis

Job Description

2027 Fulltime Deal Team Analyst | Roark Capital

The Tone:
This is a full-time role at Roark Capital, located in Atlanta, GA. Roark Capital is an Atlanta-based private equity firm with over $41 billion in assets under management that specializes in franchise and franchise-like business models across various high-growth sectors. This Analyst role is crucial for actively contributing to the firm’s investment process, from initial analysis of opportunities to the ongoing monitoring of portfolio companies, directly impacting Roark’s growth-oriented investment strategy and shared success model. The firm prides itself on being a trusted partner, focusing on operational excellence and win-win partnerships with management teams and business owners.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Atlanta, GA

• Team: Works on deal teams led by a Managing Director or Principal, typically reporting to an Associate or Senior Associate.
• Mission: Support deal teams in the analysis of prospective investments, due diligence, and monitoring of portfolio companies to facilitate growth and value creation.
• Tech Stack: Microsoft Excel, Word, PowerPoint

What You’ll Actually Do
• Analyze Investments: Actively analyze prospective investment opportunities with a highly analytical approach.
• Manage Portfolio: Monitor the performance of existing portfolio companies and interact directly with their management teams.
• Conduct Due Diligence: Support deal teams through the due diligence process, financial modeling, and data analysis.
• Evaluate Acquisitions: Evaluate potential add-on acquisitions for current portfolio companies to support their growth.
• Research and Strategize: Prepare detailed industry research and assist senior investment professionals in developing new investment strategies.
• Participate in Committees: Prepare materials for and participate in meetings of Roark’s Investment Committee.

The Must-Haves
• Background: Minimum 3.5 GPA with outstanding academic credentials, preferably concentrated in business, finance, accounting, economics, or a major demonstrating strong quantitative ability.
• Experience: Proficiency in Microsoft Excel, Word, and PowerPoint is required.
• Skills: Exceptional work ethic, deep analytical capabilities, and excellent writing and research skills. Must be detail-oriented with strong communication and organization skills, highly collaborative, open to feedback, willing to learn, and intellectually curious. Capable of managing multiple tasks simultaneously and quickly shifting priorities while maintaining focus, demonstrating a strong sense of urgency.