The primary focus of the associate position is to assist senior team members with corporate finance project execution. The role is
designed to provide significant exposure to deal execution across a variety of transaction types. Specific analytical tasks include:
- Historical and pro forma client company financial analysis (including cash flow modeling)
- Public company peer group market analysis
- Merger and acquisition market peer group analysis
- Discounted cash flow analysis
- Industry research
- Report writing and presentation preparation
- Business development support activities
- Analysis and other such activities as deemed relevant to the firm’s success
Duties also include due diligence review of client information, communication with clients regarding active projects, and
participation in various meetings with clients and other advisors associated with Chartwell projects. In addition, the associate may
be involved in business development activities including pitch and proposal development, prospect company research and due
diligence investigation, relevant financial and economic research, and sales presentations with prospective clients as directed.
This position requires the associate to develop a deep understanding of valuation and corporate finance theory, processes and
methodologies used by Chartwell, and a detailed working knowledge and expertise of Chartwell’s proprietary financial models.
Chartwell is a closely connected professional financial advisory firm where a high degree of intellectual curiosity, dedication to
continuous improvement, and the ability to work in a team environment are critical for success. We conduct business in an honest,
ethical manner and treat everyone with the highest level of respect, integrity, and professional courtesy. We believe providing
quality service to our clients will develop enduring relationships and ensure our long-term success. We support an environment
where every team member is empowered to attain their professional goals.
Essential Job Functions
- Participate as a key team member to execute ownership transition strategies (e.g., traditional sell-side M&A, sale to an
ESOP) and capital markets transactions (e.g., debt and equity recapitalization, refinancing, growth investments)
- Sort, review, analyze, and develop conclusions from large amounts of economic, market, industry, and company information
- Prepare presentations describing relevant client company situation analysis, financial review, valuation analysis, and other
related complex financial analysis and conclusions to individuals who may be unfamiliar with the concepts and analysis
- Master complex financial and cash flow modeling and analysis (LBO, accretion/dilution, pro forma synergy sensitivities)
- Work independently on multiple engagements with multiple team members while managing varied responsibilities
Basic Qualifications
- 4-year undergraduate business degree with focus in finance or accounting
- Minimum 3 years relevant investment banking experience with a nationally known firm
- Deep knowledge of corporate finance theories and financial and cash flow modeling experience
- Knowledge and understanding of ESOPs and how they are utilized in corporate finance (preferred but not required)
- Strong verbal and written communication skills
- Advanced experience in MS Excel, Word, and PowerPoint
- Acute attention to detail and a dedication to providing high quality work products
- Willingness to work hard with a positive attitude
- Experience in handling sensitive/confidential information
- Self-motivated and ability to problem solve
- Strong project and time management skills
For additional information about this position, please contact contact Maria Palacios, Recruiting Coordinator.