Analyst Program - 2027 Start

Chartwell Financial Advisory, Inc.; Northern (KY); Hybrid; USD 85,000 - 115,000; Full time

Job summary

Chartwell Financial Advisory, Inc. is seeking a Senior Analyst for its Corporate Finance Practice across Chicago, IL, Minneapolis, MN, and Los Angeles, CA.

The role focuses on supporting due diligence, financial modeling, valuation, and a range of engagements from sell-side to capital raises. You will participate in the full transaction cycle, develop company valuations, and prepare presentations for senior reviews.

Qualifications

• 2-3 years of investment banking, transaction advisory, QoE, valuation, accounting advisory, consulting, corporate development, or other finance related roles (required)
• 0-2 years of valuation, investment banking, management consulting, or similar experience preferred

Responsibilities

• Play a key role in due diligence, financial modeling, and valuation work across a wide variety of corporate finance engagements ranging from sell-side M&A, buy-side M&A, capital raises, and employee stock ownership plan implementations
• Participate in the full cycle of transaction execution: Undertake due diligence with clients, developing detailed financial analyses
• Develop company valuations and analyzing various transaction structures
• Prepare company presentations, including pitch materials and confidential information presentations
• Gain hands-on transaction experience by playing an integral role on deal teams, working side-by-side with senior professionals who will give you broad exposure to a wide range of industries and complex transactions
• Be given substantial responsibility to work on multiple engagements with team members across the firm, and opportunities to develop into a senior professional capable of generating and executing their own transactions

Skills

Financial modeling

Valuation

Due diligence

M&A

Investment banking

Job description

Senior Analyst – Corporate Finance Practice – Chicago, IL/Minneapolis, MN/Los Angeles, CA

The Analyst role provides an opportunity for a motivated professional to be a key player in the execution of corporate finance mandates while gaining significant experience from a talented, dedicated staff of professionals. As an Analyst you will:

• Play a key role in due diligence, financial modeling, and valuation work across a wide variety of corporate finance engagements ranging from sell-side M&A, buy-side M&A, capital raises, and employee stock ownership plan implementations
• Participate in the full cycle of transaction execution:
  • Undertake due diligence with clients, developing detailed financial analyses
  • Develop company valuations and analyzing various transaction structures
  • Prepare company presentations, including pitch materials and confidential information presentations
• Gain hands-on transaction experience by playing an integral role on deal teams, working side-by-side with senior professionals who will give you broad exposure to a wide range of industries and complex transactions
• Be given substantial responsibility to work on multiple engagements with team members across the firm, and opportunities to develop into a senior professional capable of generating and executing their own transactions

2-3 years of investment banking, transaction advisory, QoE, valuation, accounting advisory, consulting, corporate development, or other finance related roles (required)

Analyst Program – 2027 January and June Starts

The Analyst role provides an opportunity for a motivated professional to be a key player in the execution of valuation and transaction opinion mandates while gaining significant experience from a talented, dedicated staff of professionals. As an Analyst you will:

• Execute firm and practice area strategies
• Develop as a team member in a functional area with a basic understanding of all Chartwell service lines
• Develop relationships internally and with existing clients
• Develop an understanding of and preparing high quality financial analyses and deliverables for senior review
• Develop personal technical and professional skills
• Learn and understand core technical skills
• Communicate project related tasks and activities with clients and other project team members

0-2 years of valuation, investment banking, management consulting, or similar experience preferred