Chartwell is pleased to announce its pending acquisition of Atlantic Management Company, a nationally recognized provider of valuation and transaction advisory services. Atlantic has specialized expertise in ESOPs, M&A, and business succession planning.

Analyst Summary

Investment Banking Analyst – Hiring for Summer 2026

Position Location: Minneapolis

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. The primary focus of the analyst position is to assist with project execution of M&A, capital markets, employee stock ownership plan (ESOP) transactions, and strategic alternatives engagements.

Basic Qualifications:

  • Bachelor’s degree required, related degree in finance, economics, or accounting, with proven success in relevant coursework
  • 0-2 years of investment banking or similar experience
  • Experience should include cash flow modeling, comprehensive understanding of valuation methods, understanding of ESOPs, leverage finance and transaction structuring, and investment banking basics
  • Advanced experience in Excel with financial and cash flow modeling

Questions? Contact Nu Yoon


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