Engagement Manager, Private Equity Advisory

The Chartis Group; New York (NY); Remote; USD 150,000 - 220,000; Full time

Job summary

An established industry player is seeking an experienced Engagement Manager to join their Private Equity Advisory Practice. In this pivotal role, you will oversee client projects, mentor team members, and contribute to innovative solutions that enhance healthcare. The firm values a collaborative mindset and offers a dynamic environment where your contributions can make a significant impact. With a focus on strategic consulting and commercial due diligence, this position is ideal for someone driven by a mission to improve healthcare outcomes. Join a diverse team dedicated to reshaping the future of healthcare.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Match

Paid Time Off

Wellness Stipend

Disability Insurance

Life Insurance

Qualifications

• 7+ years of experience in strategy consulting or private equity required.
• Strong track record of delivering high caliber work with clients.

Responsibilities

• Lead client engagements supporting private equity funds and portfolio companies.
• Develop and deliver client recommendations and proposals.

Skills

Strategic Consulting

Commercial Due Diligence

Project Management

Team Leadership

Analytical Framework Development

Education

Bachelor's Degree in Healthcare or Related Field

Master's Degree

Job description

Engagement Manager, Private Equity Advisory

About Chartis

Chartis comprises 1,000 professionals who value working for a purpose-driven organization, people who have committed their careers to helping providers, payers, technology innovators, retail companies, and investors create and embrace solutions that reshape healthcare for the better. We work with over 900 clients annually to help make US healthcare more affordable, accessible, safe, and human.

Through our family of brands—Chartis, Jarrard, Greeley, and HealthScape Advisors—we have created a culture that prioritizes respect for our clients, commitment to each other, and unwavering integrity. From physicians, nurses, healthcare executives, and community health leaders to strategists, digital advisors, transactions experts, and healthcare futurists, we bring a diverse set of perspectives to assess healthcare challenges from every angle.

Believing in what we do helps us attract and retain the best and brightest because the work we do every day makes a meaningful impact. This theme of believing in a better way forward is woven into our brand, Believe in better.

Chartis has offices in Boston, Chicago, New York, San Francisco, Washington D.C., and Nashville. Remote work is allowed.

Role Overview

We are actively seeking an experienced Engagement Manager to join Chartis in the Private Equity Advisory Practice. You will be responsible for the day-to-day execution of client projects, developing individual team members, expanding our capabilities, and leading firm initiatives. Chartis’ PE Advisory Practice works with healthcare institutional investors and their portfolio companies to help them uncover and realize unique value across the full lifecycle of their investments. Our offerings in this space encompass transaction diligence, platform integration and optimization services, and growth and exit strategy development.

Responsibilities

1. Serve as the day-to-day project lead overseeing delivery and execution of client engagements aimed at supporting private equity funds and their portfolio companies.
2. Work with clients and Partners to set project objectives, develop analytical frameworks, manage team responsibilities, and maintain project timeline.
3. Develop, prepare, and deliver client recommendations for presentation to clients.
4. Support the development of project proposals and assist in the review of ongoing client deliverables.
5. Support business development and thought leadership activities.
6. Coach, mentor, evaluate, and improve the performance of junior team members.
7. Assist in the ongoing development of methodologies and toolkits.

Qualifications and Desired Skills

1. 7+ years of experience with a strategy consulting, strategic planning/corporate strategy group, or private equity/venture capital firm required.
2. Experience in commercial due diligence required.
3. Bachelor’s Degree in healthcare or a related field required; Master’s Degree preferred.
4. Intellectual horsepower that drives distinctive consultation to clients and enduring contributions to the firm.
5. Motivated and driven by mission; genuinely seeks to materially impact healthcare for the better.
6. Operates with a collaborative mindset; carries him/herself with humility and strives to support the performance of others.
7. Strong track record of “making it happen” with clients, a demonstrated tenacity to partner with clients through challenges, and a reputation for delivering high caliber work.
8. A true “builder” mentality; is both comfortable and energized by hands-on doing.
9. Desire to drive innovation within the healthcare industry, coupled with the creativity and capability to advance the practice’s thinking.
10. Flexibility to travel as required; remote work is allowed.

Salary range: $150,000-$220,000, plus may be eligible for an annual discretionary bonus. The salary range for this role takes into account the wide range of factors that are considered in making compensation decisions including, but not limited to, skills, experience, training, licensure and certifications, practice area, and other business and organizational needs. In addition, Chartis offers several benefits including medical, dental, vision, HSA, FSA, disability insurance, life insurance, 401(k) match, paid time off, wellness stipend, and additional voluntary benefits.

At Chartis, we pride ourselves on having a diverse workforce. We value and celebrate the uniqueness of individuals and the different perspectives they provide. We offer equal opportunity employment regardless of race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status.