We are excited to announce the promotions of six Chartwell team members. These individuals are tremendous assets to our clients and will continue to be an integral part of the development of our firm in 2023.

Associate Summary

Corporate Finance Associate

The corporate finance associate role provides an opportunity for a motivated professional to be a key player in the execution of corporate finance mandates while gaining significant experience from a talented, dedicated staff of professionals.

Locations with open positions: Minneapolis, Chicago

Basic Qualifications

  • Strong academic background with focus in finance, economics, or accounting
  • 3-5 years relevant experience in investment banking, cash flow lending, leverage finance, private equity, accounting, corporate consulting, equity research, or other relevant industries
  • Strong analytical abilities and deep knowledge of accounting and corporate finance theories
  • Advanced experience in Excel with financial and cash flow modeling

Statements included in the above role description are intended to describe the general nature and level of work being performed by people assigned to the 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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