Job Description
Chesapeake Search Partners has partnered with a Baltimore-based boutique investment bank to find an Analyst/Associate to join their team. The Analyst/Associate will support middle-market investment banking engagements through financial analysis, research, client management, and transaction support. The role reports to a Managing Director and works closely with an existing Associate.
Key Responsibilities:
- Develop pitch materials and preliminary business valuations, incorporating industry insights, competitive benchmarking, and transaction analyses.
- Conduct research to identify and compile lists of potential buyers and investors for client initiatives.
- Create client-facing marketing documents, including management presentations and information memorandums.
- Construct comprehensive three-statement financial projection models based on client financial data in various formats.
- Coordinate and oversee due diligence processes, responding to requests from prospective acquirers and service providers.
- Maintain ongoing engagement with acquirers throughout the transaction process, from initial outreach to deal closing.
- Collaborate directly with client executives and key stakeholders, demonstrating a professional and confident presence.
- Prepare concise and actionable summaries and analyses for senior leadership, and support ad hoc projects as needed.
Qualifications:
- 1-4 years in investment banking, finance, accounting, investing, or related financial services roles.
- Bachelors degree required with a preferred focus in accounting, finance, or economics.
- Strong proficiency in accounting and financial analysis, with the ability to interpret both internal and audited financial statements.
- Solid financial modeling skills with exceptional attention to detail.
- Strong business judgment and commercial acumen.
- Excellent written and verbal communication skills.
- Advanced capabilities in Excel, Word, and PowerPoint.
- Familiarity with CRM systems, Capital IQ, or Pitchbook is advantageous.
- Ability to handle multiple projects and deadlines across different teams and client engagements.
Job Tags
Part time,