Investment Analyst

Investment Analyst

Join to apply for the Investment Analyst role at Round Hill Capital Partners

We are an operator-oriented investment platform focused on acquiring and scaling lower-middle-market businesses through control investments. We are long-term oriented and partner closely with management teams to drive operational improvement and durable value creation. The firm is currently investing its first institutional fund, with approximately $300 million of committed capital, focused on control-oriented private equity investments across targeted sectors.

Location:

New York City (Hybrid)
Type:
Full-time

The Investment Analyst will support all phases of the investment lifecycle, including sourcing, diligence, execution, and portfolio monitoring. The role offers direct exposure to senior decision-makers and meaningful responsibility across live transactions. The Analyst will work closely with senior investment professionals on underwriting, diligence, financing, and post-close value creation initiatives.

• Supporting deal origination efforts, including outreach support, inbound opportunity screening, and maintaining a live pipeline/CRM
• Building and maintaining detailed financial models (3-statement, sources & uses, returns, sensitivities, scenario analysis)
• Analyzing historical financials, normalizing EBITDA, and identifying key diligence issues and value drivers
• Assisting in the preparation of investment committee materials, including investment memoranda, presentations, and supporting analyses
• Supporting execution work streams including IOIs/LOIs, lender materials, CIM review, data room requests, and diligence trackers
• Conducting market and industry research (TAM, unit economics, competitive landscape, customer dynamics, fragmentation, pricing)
• Coordinating with third-party advisors (legal, accounting, insurance, lenders, QoE) and assisting with diligence calls and meeting notes
• Assisting with portfolio company reporting, KPI tracking, and performance monitoring, including monthly/quarterly variance analysis
• Helping develop repeatable tools and processes for underwriting, diligence, and portfolio monitoring
• Supporting ad hoc strategic initiatives as needed across the firm

• Bachelor’s degree required; finance, economics, accounting, or quantitative discipline preferred
• 2+ years of experience in investment banking, private equity, consulting, transaction advisory, or related analytical roles
• Demonstrated financial modeling capability; strong Excel proficiency required
• Strong analytical skills and high attention to detail
• Ability to work effectively in a fast-paced environment and manage multiple projects simultaneously
• Strong written and verbal communication skills; ability to synthesize complex information clearly
• Highly motivated, proactive, and self-directed; comfort operating in a lean team environment

$130,000 - $250,000

Comprehensive health benefits, including medical, dental, vision, and FSA; paid time off; life insurance; 401(k) plan; discretionary bonuses; equity and other incentive compensation at the Firm’s sole discretion.

The Firm is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws.

This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training.