Careers With Chartwell Financial Advisory, Inc.

At the core of Chartwell’s success has always been, and continues to be, our dedicated and hard working people. We make it a priority to offer competitive salaries and benefits, training and professional development opportunities, plus a great culture.

We also offer summer internships! Learn more about Chartwell's finance internship opportunities.

Open Positions

Financial Analyst Intern
Description

(Hiring for Summer 2020)

The primary focus of this position is to assist Chartwell 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 group’s and the firm’s success.  In addition, as part of our growing Orange County office, the Intern 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 Intern Analyst should be a self-starter comfortable with working in a variety of environments, including various team sizes and involvement with different Chartwell offices.  The Intern Analyst position at Chartwell is intended to be a stepping stone to a full-time Analyst position, so careful consideration will be afforded to cultural fit within the Orange County office.

Read the full job description

Posted 10/3/19

Basic Qualifications
  • Must have completed at least 3 years of an undergraduate degree. Additional consideration will be given to degrees with focus in finance, accounting, or a related field with completion of coursework in finance theories
  • GPA of at least 3.4
  • Knowledge of and/or interest in corporate finance theories and financial modeling
  • Proficient verbal and written communication skills
  • Experience in MS Excel, Word, and PowerPoint and willingness to enhance skills with these tools
  • Experience with multitasking efficiently and accurately with little oversight
  • Experience and willingness to work in a team-based environment
  • Acute attention to detail and a dedication to providing high quality work products
Location
Orange County, CA

Open Positions

Financial Analyst
Description

(Hiring for Summer 2020)

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.

Read the full job description

Posted 10/3/19

Basic Qualifications
  • 4 year undergraduate degree. Additional consideration will be given to degrees with focus in finance, accounting, or a related field with a completion of coursework in finance theories
  • Knowledge of corporate finance theories and financial modeling
  • Proficient verbal and written communication skills
  • Experience in MS Excel, Word, and PowerPoint
  • Experience with multitasking efficiently and accurately with little oversight
  • Experience and willingness to work in a team-based environment
  • Acute attention to detail and a dedication to providing high quality work products
Location
Orange County, CA