Summer 2026 Investment Intern
Roan Equity, Charlotte, NC, United States
Roan Equity is a Charlotte-based growth equity firm focused on partnering with high-growth B2B software companies. We are looking for a Summer 2026 Investment Intern to join our team and gain hands-on exposure to growth equity investing.
This role is designed for a motivated student who is curious about software, business models, markets, and how companies scale. The intern will work directly with the investment team across sourcing, market research, company analysis, due diligence, and internal investment materials.
What You’ll Do
Conduct market mapping and thematic research across B2B software categories
Identify and evaluate companies that fit Roan’s investment focus
Analyze business models, growth drivers, financial performance, and unit economics
Support diligence efforts on new investment opportunities
Help prepare internal investment memos, market maps, and presentation materials
Use AI tools to improve research workflows and synthesize information efficiently
Support select strategic projects related to portfolio companies and broader investment themes
What We’re Looking For
Current undergraduate student pursuing a degree in finance, business, economics, computer science, or a related field
Strong interest in software, private markets, and growth investing
Analytical mindset with the ability to turn research into clear conclusions
Strong Excel and PowerPoint skills
Comfort using AI-enabled tools for research and productivity
High attention to detail and strong written communication
Self-starter who is comfortable working in a fast-paced environment
Ability to work in-person in Charlotte for the duration of the internship
Why Roan
This is a high-exposure role at a focused, entrepreneurial investment firm. The intern will have the opportunity to contribute to real investment work, learn how software companies are evaluated, and work closely with a small team throughout the summer.
#J-18808-Ljbffr
This role is designed for a motivated student who is curious about software, business models, markets, and how companies scale. The intern will work directly with the investment team across sourcing, market research, company analysis, due diligence, and internal investment materials.
What You’ll Do
Conduct market mapping and thematic research across B2B software categories
Identify and evaluate companies that fit Roan’s investment focus
Analyze business models, growth drivers, financial performance, and unit economics
Support diligence efforts on new investment opportunities
Help prepare internal investment memos, market maps, and presentation materials
Use AI tools to improve research workflows and synthesize information efficiently
Support select strategic projects related to portfolio companies and broader investment themes
What We’re Looking For
Current undergraduate student pursuing a degree in finance, business, economics, computer science, or a related field
Strong interest in software, private markets, and growth investing
Analytical mindset with the ability to turn research into clear conclusions
Strong Excel and PowerPoint skills
Comfort using AI-enabled tools for research and productivity
High attention to detail and strong written communication
Self-starter who is comfortable working in a fast-paced environment
Ability to work in-person in Charlotte for the duration of the internship
Why Roan
This is a high-exposure role at a focused, entrepreneurial investment firm. The intern will have the opportunity to contribute to real investment work, learn how software companies are evaluated, and work closely with a small team throughout the summer.
#J-18808-Ljbffr