Working at Roadmap

Continuous Learning

Diverse, Meaningful Projects

Significant Responsibility

Limitless Growth Potential

Fun, Entrepreneurial Culture

True Meritocracy

Current Job Opportunities

We’re a rapidly growing organization with rapidly changing needs.  If you’re interested in coming on board, send us your resume, and let’s chat!

Position Description

Roadmap Advisors is looking for a highly motivated Investment Banking Analyst to assist in all aspects of our boutique investment banking practice. The Analyst will be an active participant in all stages of the investment banking process, including industry research, screening and analysis of companies, financial modeling and analysis, valuing acquisition targets (using discounted cash flow, market approach, and transaction approach analyses), leveraged buyout modeling, preparation of pitch decks, drafting investment memoranda, and conducting due diligence.

Responsibilities

  • Provide end-to-end support for live and potential investment banking transactions
  • Contribute directly to the development of proposals, presentations and publications communicated to current and prospective clients
  • Develop in-depth client, industry, market, and competitor research
  • Develop sophisticated financial models and analyses, including valuations, on a wide range of public and private entities
  • Interact directly with clients and transaction counterparties to acquire and analyze needed information
  • Develop information memoranda that clearly and concisely communicates a company’s operations, financials, industry, and opportunities
  • Manage deal lead pipeline, helping put together and evaluate lists of target companies for various clients

Qualifications

  • Outstanding writing and communication skills, with an ability to analyze and identify weaknesses in an argument and make clear, evidence-based recommendations
  • Proficient analytical & financial modeling skills, with an understanding of factors that affect companies’ financial performance
  • Exemplary work ethic, with ability to learn new analytical skills quickly and initiative to pursue solutions independently, when needed
  • Excellent internet research skills
  • Highly organized, extremely detail-oriented, proactive, and energetic
  • Less than 5 years of total work experience, with 0-2 years of finance experience
  • Minimum GPA 3.2

Position Description

Roadmap Advisors is looking for a highly motivated Investment Banking Associate to assist in all aspects of our boutique investment banking practice. The Associate will help lead all stages of the investment banking process, including client development, overseeing screening and analysis of companies, financial modeling and analysis, performing valuation analyses, leveraged buyout modeling, crafting & preparation of pitch decks, drafting investment memoranda, and conducting due diligence.

Responsibilities

  • Provide end-to-end support for live and potential investment banking transactions
  • Guide, teach and inspire a team of analysts and interns
  • Develop proposals, presentations and publications communicated to current and prospective clients
  • Create and execute against strategies for in-depth client, industry, market, and competitor research
  • Work with analysts to develop sophisticated financial models and analyses, including valuations, on a wide range of public and private entities
  • Act as a reliable point of contact with clients and transaction counterparties to acquire and analyze needed information
  • Develop information memoranda that clearly and concisely communicates a company’s operations, financials, industry, and opportunities
  • Manage deal lead pipeline, helping put together and evaluate lists of target companies for various clients

Qualifications

  • Outstanding writing and communication skills, with an ability to analyze and identify weaknesses in an argument and make clear, evidence-based recommendations
  • Advanced analytical & financial modeling skills, with an understanding of factors that affect companies’ financial performance
  • Exemplary work ethic, with ability to learn new analytical skills quickly and initiative to pursue solutions independently, when needed
  • Experience working with and leading collaborative teams
  • Highly organized, extremely detail-oriented, proactive, and energetic
  • Less than 10 years of total work experience, with 2-5 years of finance experience
  • CFA, MBA or other masters degree is valued, but not required

Position Description

Roadmap Advisors is looking for a highly motivated mid-career deal professionals to help “quarterback” transactions from start to close.  The VP or Principal should be capable of leading all stages of the investment banking process, including sourcing new clients, negotiating engagements, developing strategies on behalf of our clients, running due diligence, and leading transactions to closing with limited guidance from firm partners.

Responsibilities

  • Lead investment banking transactions
  • Guide, teach and inspire a team of analysts, associates and interns
  • Act as a public representative of the firm in front of current and prospective clients
  • Manage team time, budgets and priorities to maximize firm resources
  • Lead team of analysts and associates in developing financial analyses, presentations and memos
  • Exude a “client comes first” attitude in all aspects of the job
  • Develop relationships with senior executives, advisory board members, other deal professionals and prospective clients to uncover new opportunities for the firm
  • Manage deal pipeline, owning responsibility for both new client outreach and current client success

Qualifications

  • Outstanding writing and communication skills, with an ability to analyze and identify arguments and real-time decisions in consequential situations
  • Expert analytical & financial modeling skills, with experience training junior staff in factors that affect companies’ financial performance
  • Exemplary work ethic, with desire to create value and advance one’s career to a senior leadership role
  • Experience in all aspects of investment banking transactions, with track record of sourcing, executing and closing a variety of deals
  • Highly organized, extremely detail-oriented, proactive, and energetic
  • Less than 15 years of total work experience, with 5-10 years of finance experience
  • CFA, MBA or other masters degree is preferred, but not required
  • Expected to already hold or pass relevant FINRA qualification exams

Position Description

Roadmap Advisors is looking for a part-time talented, experienced, and entrepreneurial marketing manager to work directly with Roadmap’s leadership to rapidly grow its established base of corporate and investor clients, and advance our mission of bringing world-class advisory services to the middle market.  The role is intended to help the firm refine and execute its proactive marketing strategy.

** This is a contract position with flexible work hours and opportunities to work from home when needed, and may be especially attractive to a parent returning to the work force or a PR professional setting up an independent practice

Responsibilities

  • Lead marketing strategy and planning by developing and prioritizing growth-focused marketing strategies
  • Develop firm’s content marketing strategy and work with investment bankers to create leading edge content
  • Manage social media calendar
  • Identify conferences, networking events and professional associations relevant to the growth of the business
  • Build relationships with key channel partners and referral providers
  • Manage company’s email newsletter

Qualifications

  • Expert writing and communication skills, with an ability to write and speak clearly and persuasively
  • Experience with content marketing across different intended audiences, with an ability to match voice of content appropriately
  • Desire to take full ownership over marketing for a small but rapidly growing practice
  • Outgoing, people-person personality with ability to relate to everyone from prospective interns to leaders of industry
  • Highly organized, extremely detail-oriented, proactive, and energetic
  • Completed four year degree
  • Less than 10 years of total work experience, with 1-5 years at an agency is preferred

We accept part-time and full-time applications on a rolling basis.  For graduating students, we can accept applications as early as one year prior to graduation.