Senior Analyst - Corporate Finance

About the Role

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.

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 analyze 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.

Requirements

• 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.