About Us:
Two Roads Advisors is a boutique investment bank specializing in Mergers & Acquisitions (M&A) and Capital Raising services for lower middle-market, founder-owned companies within the Consumer, Services, and Technology sectors. We work closely with our clients to deliver tailored solutions that help them achieve strategic growth and financial objectives through complex transactions.
Position Summary:
We are seeking a full-time Investment Banking Analyst to join our team, contributing to deal execution and business development efforts. This role offers a unique opportunity to work directly with company owners and executives, as well as collaborate closely with senior bankers, gaining hands-on experience across the entire deal lifecycle. The ideal candidate will be highly analytical, self-motivated, and eager to build a foundation in M&A and capital raising.
Key Responsibilities:
- Conduct industry research and competitive analysis to support M&A and capital raising activities
- Develop financial models, including discounted cash flow (DCF) and comparable company analyses
- Prepare presentation materials, pitch decks, and marketing documents for client meetings and transaction processes
- Assist in the due diligence process, including the review and analysis of financial statements and transaction documentation
- Support senior bankers with client management and communications
- Track and maintain deal-related documentation and ensure data integrity in project management systems
Qualifications:
- Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field
- Prior internship experience in investment banking, private equity, management consulting, or a related finance role preferred
- Strong understanding of financial modeling, valuation techniques, and transaction processes
- Excellent written and verbal communication skills, with the ability to craft compelling presentations and reports
- Exceptional analytical skills, attention to detail, and a commitment to accuracy
- Proficiency in Microsoft Excel, PowerPoint, and Word; experience with financial databases (e.g., Capital IQ, PitchBook) is a plus
Trial Period for Full-Time Offer:
Candidates who are offered a full-time role will initially go through a 4-week trial period. This period will allow both the candidate and our team to ensure alignment with our goals, values, and performance standards before transitioning into a permanent position.
Why Join Us:
At Two Roads Advisors, you’ll be part of a close-knit team with direct exposure to senior professionals, company owners, and executives, providing a collaborative and rewarding environment where your contributions directly impact our success. We offer opportunities for career growth, ongoing training, and development in a supportive, team-oriented culture.
