Senior Analyst - Corporate Finance

Chartwell Financial Advisory; Minneapolis (MN); On-site; USD 70,000 - 105,000; Full time

Job summary

Chartwell Financial Advisory is seeking an Analyst to support its Corporate Finance practice. You will engage in due diligence, financial modeling, valuation work, and the preparation of pitch materials and confidential information presentations.

You will work on sell-side and buy-side M&A, capital raises, and ESOP implementations, gaining exposure to senior professionals and a broad range of industries. The role offers hands-on transaction experience, substantial responsibility on multiple

Qualifications

• Bachelor’s degree is required.
• 2–3 years in investment banking, transaction advisory, QoE, valuation, accounting advisory, consulting, corporate development, or related roles.

Responsibilities

• Play a key role in due diligence, financial modeling, and valuation work across sell-side/buy-side M&A, capital raises, and ESOP implementations.
• Participate in the full cycle of transaction execution, including due diligence and developing detailed financial analyses.
• Develop company valuations and analyze various transaction structures; prepare presentations and confidential information materials.
• Gain hands-on deal experience by working with senior professionals and across diverse industries; contribute to multiple engagements.

Skills

Financial modeling

Valuation analysis

Excel proficiency

PowerPoint presentations

Strong communication

Attention to detail

Multitasking

Analytical thinking

Education

Bachelor’s degree

Job description

Corporate Finance

Chartwell’s Corporate Finance practice provides independent, solutions-based advice and investment banking services to shareholders, boards of directors, and management teams to optimize our clients’ objectives. Our professionals have substantial expertise in mergers and acquisitions, capital markets, and strategic alternatives. Our team is recognized throughout the industry for providing high-quality, relationship-based advice to clients, and has executed hundreds of transactions across all industry sectors throughout the U.S. and internationally.

Essential Role Activities

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

Corporate Finance

Chartwell’s Corporate Finance practice provides independent, solutions-based advice and investment banking services to shareholders, boards of directors, and management teams to optimize our clients’ objectives. Our professionals have substantial expertise in mergers and acquisitions, capital markets, and strategic alternatives. Our team is recognized throughout the industry for providing high‑quality, relationship‑based advice to clients, and has executed hundreds of transactions across all industry sectors throughout the U.S. and internationally.

Essential Role Activities

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

Basic Qualifications

The Analyst role requires a wide variety of strengths and capabilities, and a successful candidate will possess the following characteristics:

• Bachelor’s degree (required)
• 2-3 years of investment banking, transaction advisory, QoE, valuation, accounting advisory, consulting, corporate development, or other finance related roles (required)
• Experience with cash flow modeling, comprehensive understanding of valuation methods, understanding of ESOPs, leverage finance and transaction structuring, and investment banking basics (preferred)
• Strong analytical abilities and deep knowledge of accounting and corporate finance theories
• Advanced experience in Excel with financial and cash flow modeling
• Excellent verbal and written communication skills, including the ability to communicate effectively with clients and develop compelling business presentations in PowerPoint
• Acute attention to detail and a dedication to providing high-quality work products
• Highly motivated with the ability to learn and problem solve
• Strong work ethic, organizational skills, and ability to multitask