Analyst - 2027 Start/Dallas, TX

Chartwell Financial Advisory, Inc. (Chartwell) is a closely-knit 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.

About the role

The primary focus of this position is to assist with project execution. Specific analytical tasks will include:

• Historical and pro forma client company financial analysis
• Public company peer group market analysis
• Merger and acquisition market peer group analysis
• Discounted cash flow analysis
• Industry research
• Report writing
• Presentation preparation
• Marketing support activities
• Analysis and other such activities as deemed relevant to the firm’s success

In addition, the Analyst may have opportunities to be involved in corporate marketing 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.

An ideal candidate will have an entrepreneurial and independent mindset in order to operate in a tight-knit office within Chartwell’s national practice. The Analyst should be a self-starter comfortable with working in a variety of environments, including various team sizes and involvement with different Chartwell offices.

Responsibilities

• 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

Requirements

• Bachelor’s degree required, related degree in finance, economics, or accounting
• Strong analytical abilities and deep knowledge of accounting and corporate finance theories
• Advanced experience in Excel with financial and cash flow modeling
• Fundamental understanding of valuation theory, methodologies, and applications
• Excellent verbal and written communication skills, including the ability to communicate effectively with clients
• Acute attention to detail and dedication to providing high-quality work products
• Highly motivated with the ability to learn and problem solve in a fast-paced environment
• Strong work ethic, organizational skills, and ability to multitask