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 highly motivated Director or Manager of Business Development to assist in all aspects of our boutique investment banking practice. The candidate will lead the firm’s client origination efforts, adding to our network and building up existing relationships with business owners, board members, funds, family offices, attorney, and others that can drive new engagements to Roadmap. The candidate will generate new strategies to develop a layered approach to business development outreaches efforts, utilizing in-person, virtual, event, and social / digital.

Compensation includes appropriate base salary and substantial bonus opportunities.

This position may be remote or at Roadmap’s offices in the DC-metro area.

Applications will be evaluated on a rolling basis, so please apply when you are ready. Start timing is flexible.

Responsibilities

• Develop new and existing relationships with business owners, C-level executives, board members, funds, family offices, and other professional service providers – managing Roadmap’s overall relationship with potential clients (buyers, sellers, investors)
• Assist with identifying, qualifying and closing new business across potential client base
• Originate business development and outreach strategies to execute against
• Meet relationship development and new client goals, regularly reporting and measuring progress
• Drive proposal development, focusing on Roadmap’s value-add, expertise, and win themes

Qualifications

• Minimum of five years of demonstrated experience selling professional services in a complex sales environment to senior decision makers, in or outside of finance
• Proven track record of hunting professional service sales opportunities, relationship building, and with use of social media in this pursuit
• Ability to demonstrate exceptional interpersonal skills that have resulted in business transactions based on trust, confidence, and results
• Outstanding writing and communication skills, with an ability to analyze and identify weaknesses in an argument and make clear, evidence-based recommendations
• Demonstrated success in identifying, initiating, and nurturing new or on-going business opportunities and ability to leverage CRM tools to manage the entire sales lifecycle
• Ability to travel as necessary
• Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future