Growth Equity Analyst / Associate

Company Overview

Roan is a software-focused growth equity firm based in Charlotte. We typical make entry investments of $3–12.5M and the ability to scale up meaningfully in follow-on investments.

Roan operates intentionally under the radar.

Role Summary

We’re hiring a high-performing Analyst or Associate to join our growing investment team. The ideal candidate will be hands-on across the investment lifecycle — from sourcing and diligence to execution and portfolio value creation.

This is a unique opportunity to join a performance-driven and entrepreneurial firm, with meaningful exposure to decision-making and the ability to shape firm-building efforts over time.

Responsibilities

Source and evaluate new investment opportunities through thematic research and outreach
Conduct company, market, and financial diligence
Build and maintain detailed operating models, returns analyses, and valuation comps
Support deal execution, including drafting memos and participating in negotiations
Assist in portfolio monitoring, reporting, and strategic support
Help build internal systems, processes, and firm culture as an early team member

Qualifications

1–2+ years of experience in investment banking, private equity, growth equity, or consulting with strong financial modeling and analytical skills
Passion for technology and software businesses
Strong communication and interpersonal skills — ability to interact directly with founders and partners
Self-starter mentality with a willingness to take ownership and operate with humility

Compensation & Benefits