Equity Research Intern

Job Description

Equity Research Intern | ROTH Capital Partners

The Tone:
This is a post-grad internship at ROTH Capital Partners, located in Newport Beach, CA. ROTH is a relationship-driven investment bank focused on serving growth companies and their investors, offering a full-service platform that includes capital markets, M&A advisory, high impact equity research, and macroeconomic perspectives. As a privately held, employee-owned organization, ROTH maintains offices across the U.S. This role is crucial for supporting the Equity Research team by performing fundamental research, data collection, and statistical analysis, directly contributing to the firm’s comprehensive market insights.

The TL;DR
• Role: Internship
• Location: In-person, Newport Beach, CA
• Team: Provides support to Associates and Analysts within the Equity Research team.
• Mission: This person provides essential research, data collection, and analytical support to empower the equity research team in serving growth companies and their investors.
• Tech Stack: MS Office, Excel, PowerPoint, Internet, software applications

What You’ll Actually Do
• Consolidate data: Search, collect, consolidate, and interpret company and industry data for analysis.
• Maintain models: Develop and maintain financial models, market monitoring systems, and various databases.
• Input data: Enter information into proprietary financial models to create charts, dashboards, and supporting materials.
• Draft reports: Prepare portions or complete drafts of research reports, notes, and briefs for review.
• Manage requests: Communicate effectively to handle various information requests from internal teams.

The Must-Haves
• Background: Entry-Level, post-grad internship with an understanding of relevant financial and accounting techniques.
• Experience: Strong proficiency in MS Office, particularly Excel and PowerPoint, and adeptness with internet-based research and software applications.
• Skills: Excellent analytical abilities, clear and fluent verbal communication, and the capacity to write concisely with speed and precision.
• Bonus: A fast learner, self-motivated, organized, and demonstrates strong attention to detail, with a willingness to work within a flexible schedule.