The entire Chartwell team recently gathered in Minneapolis for our annual summer charity day, where we supported Feed My Starving Children for a meal-packing event!

ESOP Specialist Job Summary

Consulting Practice

The focus of this position is to assist senior team members with ESOP repurchase obligation and sustainability project execution within Chartwell’s consulting practice. Specific experience should include historical and pro forma client company financial analysis (including cash flow modeling).

Chartwell locations with open positions: Minneapolis

Basic Qualifications

  • 4-year undergraduate degree
  • Minimum 2 years experience with ESOP administration or repurchase obligation
  • Advanced experience in MS Excel and PowerPoint

Statements included in the job description are intended to describe the general nature and level of work being performed by people assigned to the role classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.


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