Financial Analyst Job Description

Job Summary

Financial Analyst

Minneapolis, MN

Posted 9/6/19

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Chartwell Financial Advisory, Inc. (Chartwell) is a closely-knit professional financial advisory firm where a high degree of intellectual curiosity, dedication to continuous improvement, and the ability to work in a team environment are critical for success.  We conduct business in an honest, ethical manner, and treat everyone with the highest level of respect, integrity, and professional courtesy.  We believe providing quality service to our clients will develop enduring relationships and ensure our long-term success.  We support an environment where every team member is empowered to attain their professional goals.

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.


Summary of essential job functions

  • Due diligence analysis and financial model data entry

  • Sort, review, analyze and develop conclusions from large amounts of economic, market, industry and company-specific information

  • Prepare reports and presentations describing relevant client company situation analysis, financial review, valuation analysis and other related financial analysis and conclusions

  • Financial modeling and analysis using Chartwell’s proprietary models

  • Work independently on multiple engagements with multiple team members while prioritizing and managing varied responsibilities

Basic Qualifications

  • 4 year undergraduate business degree with focus in finance, accounting, or a related field

  • Knowledge of corporate finance theories and financial modeling

  • Proficient verbal and written communication skills

  • Advanced experience in MS Excel, Word, and PowerPoint

  • Experience with multitasking efficiently and accurately with little oversight

  • Acute attention to detail and a dedication to providing high quality work products

Cultural Requirements and Success Factors

  • Willingness to work hard with a positive attitude

  • Experience in handling sensitive/confidential information

  • Self-motivated and ability to problem solve

  • Strong project and time management skills

  • An ability to have fun and create a positive work environment, even under stressful circumstances

Chartwell is dedicated to delivering quality solutions to our client’s complex financial challenges.  Our business model is highly challenging and we believe it is imperative to maintain a highly supportive culture to attract, retain, and motivate true professionals passionate about executing our business strategy while maintaining our values.  If you share our passion, imagine what we will achieve together.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this 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.