Investment Banking Analyst

Charter Capital Partners is a premier investment banking firm headquartered in Grand Rapids, Michigan. We offer a comprehensive range of investment banking and private capital investing advisory services, including buy‐side and sell‐ side M&A, succession planning, business valuation, and capital raise. Charter is a close‐knit team that is strongly focused on results. We offer a warm and welcoming work environment, combined with an emphasis on productivity and efficiency.

Charter is a close-knit team that is strongly focused on results. Our Analysts experience a warm and welcoming working environment, combined with an emphasis on productivity and efficiency. Many of our team members who began as Analysts have since attained positions ranging from Associate to Vice President.

Overview

The Analyst position serves to support the Charter team in managing its M&A client engagement projects, venture capital activities, and junior capital investing activities. Specific responsibilities include:

Roles and Responsibilities

• Perform as a part of a team on M&A, capital raise, and venture capital engagements.
• Perform financial deal analysis using historical and projected financial information.
• Perform and execute financial and industry due diligence.
• Prepare client marketing pitches and management presentations.
• Prepare valuation analysis and technical financial modeling analysis.
• Assist in engagement marketing, planning and execution.
• Proactively build and maintain direct contact with clients, industry professionals, and prospective clients.
• Actively participate int he firm's business development activities.

Desired Skills and Credentials

• Education Requirements: Bachelor’s degree with major in Finance, Accounting, or Economics.
• Interpersonal Skills: Strong written and verbal communication skills are essential. Demonstrated ability to write marketing documents, conduct meaningful research, and communicate effectively to a broad range of stakeholders.
• Analytical Skills: Candidate must be able to understand business models in detail, produce pertinent research on market trends, competitor products and customer profiles, and be able to support an investment thesis for a specific industry sector or market. This involves due diligence such as visiting companies, speaking with customers, suppliers, and competitors, and modeling the financials to determine the company’s valuation. Candidate must be able to process various kinds of data, interpret the data effectively, and reach a conclusion.
• Technical Skills: Candidate is expected to be proficient in Microsoft Office and leverage all of Charter’s subscriptions and open‐source utilities in order to produce relevant market research.

To Apply

Applicants are requested to email a cover letter and resume to charter@chartercapitalpartners.com or use the apply button.