Associate, Investment Team

Roark is an Atlanta-based private equity firm with over $40 billion in assets under management. Roark focuses on investments in consumer and business service companies, with a specialization in franchise and franchise-like business models.

Roark prides itself on being a trusted partner for management and business owners. We believe that successful partnerships begin with providing a compelling value proposition to all business constituencies. A win‐win‐win approach leads to a positive business environment where all stakeholders – customers, employees, franchisees, strategic partners, service providers, management and shareholders – share in the growth and success of our businesses. We want to partner with entrepreneurs and executives who share this vision.

Roark brands generate approximately $96 billion in annual system revenues from 109,000+ locations located in 50 states and 121 countries.

Our portfolio companies span multiple industries including food, restaurants, consumer and business services, health, wellness and fitness, and education and youth activities. We are best known for our portfolio companies such as, Dunkin', Jimmy John’s, Jamba, Orangetheory, Mathnasium, Drybar just to name a few.

Roark is currently recruiting for our 2026 summer Associate class and for 2025 Associate hires.

ROARK ASSOCIATE

Our Associates are self-motivated, have a strong sense of personal ownership, can influence and develop recommendations, have a continuous improvement mindset, and have an ability to thrive in (and make strong contributions to) a fast paced, team-based environment.

RESPONSIBILITIES:

Responsibilities of an Associate include, but are not limited to, the following:

• Support the senior Roark investment team in all aspects of the investment process, including due diligence, modeling, financing, and data analysis
• Take a lead role in the analysis and modeling of prospective investment opportunities and current portfolio investments
• Develop and/or oversee critical business diligence work streams, including data analytics, consumer research, market studies, industry benchmarking, and management interviews
• Meaningfully contribute to confirmatory diligence work streams and debt financing / equity co-invest processes
• Monitor the performance of existing portfolio companies, interact with portfolio management teams, and evaluate potential add-on acquisitions
• Help prepare detailed industry research and identify new verticals that are consistent with Roark’s investment criteria
• Assist in financial reporting and investor communication
• Mentor investment team analysts and interns

QUALIFICATIONS:

• 2-4 years of experience in investment banking and/or private equity. Experience on transactions in the consumer services or business services sectors is a plus
  • Note: Individuals recruiting for the 2026 summer class will have ~1-2 years of investment banking experience completed at the time of interview

• Top-tier college degree in Business, Finance, Economics, or Accounting is preferred
• Strong business acumen, intellectual curiosity, and attention to detail
• Strong written and verbal communication skills. Comfort interacting with C-level executives and third-party advisors
• Solid foundational technical skills – finance, accounting, modeling, and data analytics
• Genuine enthusiasm and curiosity for investing
• Desire and ability to work in a collaborative team environment while also being able to work independently, multi-task, and meet demanding deadlines
• Interest in working in Atlanta longer term