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.
WHY PRIVATE EQUITY:
Private equity firms raise capital from investors to buy companies with the intention of growing them through operational improvement and strategic decision making. Typical investors in private equity funds include institutional investors such as university endowments and state pension funds – so when our investments go well, we are growing those scholarship and pension funds for all of our stakeholders’ benefit. At Roark, we pride ourselves on being trusted partners for management and business owners. A win-win-win approach leads to an enthusiastic business environment where all stakeholders – customers, employees, franchisees, strategic partners, service providers, management, and shareholders – share in the growth and success of our businesses.
OPPORTUNITY:
The Firm has built a dedicated investor relations team to further the firm’s commitment to its current investor base as well as support future fundraising and business development initiatives. The team currently is looking, for a Summer Analyst to support all aspects of the firm’s investor relations functions. This person will be a rising sophomore with outstanding academic credentials in Finance, Accounting, or other related fields, and is expected to intern in the summer of 2026. This person will be an integral part of the team’s investor reporting, portfolio analysis, client services, market research, marketing, and communications functions. The firm can offer the successful candidate an opportunity to develop quickly in a highly motivated work environment that is both collaborative and driven by individual contributors.
WHAT IT TAKES:
The successful candidate will, among other responsibilities, focus on four key functions:
1. Investor Reporting: Develop content and analysis for investor communications activities, including portfolio updates, quarterly and annual fund reports, and annual meeting materials. Analyze portfolio company performance and conduct fund-level portfolio analysis to assist with the creation of investor update materials.
2. Market Research: Conduct key market, industry, and competitor research and analysis to support product development and fundraising initiatives.
3. Marketing and Communications: Develop marketing materials, including presentations, product information brochures, offering materials, thought leadership materials, private placement memoranda, due diligence binders, etc. Strengthen client relationships by responding to incoming investor inquiries as efficiently and thoroughly as possible.
4. Investor Relations Operations: Support the continued development and enhancement of firm investor relations processes, including CRM system maintenance, data room creation, etc.
The successful candidate will possess the following attributes:
- A rising sophomore with outstanding academic credentials (min 3.7 GPA)
- Basic understanding of the private equity industry with a genuine interest in investor relations and fundraising
- Basic skills in Microsoft Excel, Word and PowerPoint
- Superior attention to detail
- Exceptional written and verbal communication skills
- Strong work ethic, deep analytical capabilities, and a positive, “can do” attitude
- Highly collaborative, open to feedback, willing to learn, and intellectually curious
- Capable of simultaneous task management and able to quickly shift priorities while maintaining focus
- A sense of humility and a motivation to continually strive for personal and professional improvement
#LI-DNI (do not ingest)
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What We Do
Roark is an Atlanta‐based private equity firm with $20 billion in assets under management. Roark focuses on investments in consumer and business service companies, with a specialization in franchised and multi‐location business models in the restaurant, specialty retail, consumer and business services, and health, wellness and beauty sectors. 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 an enthusiastic 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.
