Investment Banking Senior Analyst

Charter Capital Partners is a premier investment banking firm headquartered in Grand Rapids, Michigan. We offer a comprehensive range of investment banking and private capital investing advisory services, including buy‐side and sell‐ side M&A, succession planning, business valuation, and capital raise. Charter is a close‐knit team that is strongly focused on results. We offer a warm and welcoming work environment, combined with an emphasis on productivity and efficiency.

Overview

The Senior Analyst role supports M&A client engagement projects and private investment activities, playing an integral role in all aspects of deal execution to deliver high quality advice to our clients. Working directly with senior deal leads as second lead on investment banking transactions, the Associate is an active contributor during every phase of the deal process. The role involves a high degree of exposure to clients and business owners and requires strong project management skills backed by a foundation of advance quantitative skills in order to successfully close transactions. Participation in networking activities to generate new client engagements and representing Charter through community involvement and industry organizations are key aspects of the position.

Roles and Responsibilities

• Support senior team members in origination activities including (but not limited to): analyzing company data including financial statements and detailed customer and service line data, researching and developing thoughtful content on relevant industry trends.
• Build and apply valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis, LBO analysis and comparable acquisitions analysis.
• Prepare client advisory pitches, confidential information memorandums, and management presentations.
• Perform and execute financial and industry due diligence. Assist in engagement marketing, planning, and execution.
• Provide coaching and oversight for Analyst and Interns in all day-to-day activities.
• Proactively build and maintain direct contact industry professionals, referral sources, and prospective clients.

Desired Skills and Credentials

• Education Requirements: Bachelor’s degree with major in Finance, Accounting, or Economics.
• Experience: 1-3 years of work experience in mergers and acquisitions or other financial advisory services; investment banking experience strongly preferred.
• Interpersonal Skills: Strong written and verbal communication skills are essential. Demonstrated ability to write marketing documents, conduct meaningful research, and communicate effectively to a broad range of stakeholders.
• Analytical Skills: Candidate must be highly proficient in analyzing financial statements and business models. Candidate must be able to review pertinent research on market trends, competitor products, and customer profiles in order to develop and support an investment thesis for a specific industry sector or market.
• Technical Skills: Candidate is expected to be proficient in Microsoft Office and leverage all of Charter’s subscriptions and open‐source utilities in order to produce relevant market research.
• Time Management Skills: Candidate is expected to work on multiple engagements simultaneously, therefore time management and prioritization are necessities in order to thrive in this role.

To Apply

Applicants are requested to email a cover letter and resume to charter@chartercapitalpartners.com or hit the apply button.