Job Description

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.

Overview

The Associate supports M&A client engagement projects and private investment activities, playing an integral role in all aspects of deal execution to deliver high quality advice to our clients. Working directly with senior deal leads as second lead on investment banking transactions, the Associate is an active contributor during every phase of the deal process. The role involves a high degree of exposure to clients and business owners and requires strong project management skills backed by a foundation of advance quantitative skills in order to successfully close transactions. Participation in networking activities to generate new client engagements and representing Charter through community involvement and industry organizations are key aspects of the position.

Roles and Responsibilities

• Coordinate the development of valuations, offering memorandums, marketing plans, strategic and financial buyer/seller contact and qualification, due diligence, client communications, and other necessary and appropriate project requirements.
• Perform industry research on a regular basis in order to stay abreast of market activity.
• Work with senior deal team members to define engagement scope, engagement strategy, and execution plan.
• Supervise and coordinate the activities of Charter analysts and interns. Assist with professional development of junior staff through mentoring and practice development efforts.
• Develop new business opportunities and work toward a quantified sales goal designated by Managing Directors.
• Proactively build and maintain relationship with clients, industry professionals, and prospective clients to enhance visibility of the firm.

Desired Skills and Credentials

• Education Requirements: Bachelor’s degree with major in Finance, Accounting, or Economics.
• Experience: Three to five years of work experience in mergers and acquisitions or other financial advisory services; investment banking experience is preferred.
• Business Development Skills: Candidate must be willing to devote time to developing current and future prospects, not only for M&A opportunities, but also to support all of the firm’s business lines.
• Interpersonal Skills: Strong written and verbal communication skills are essential. Demonstrated leadership ability, attention to detail, and a commitment to excellence are greatly valued.
•   Analytical Skills: Candidate must be highly proficient in analyzing financial statements and business models. Candidate must be able to review pertinent research on market trends, competitor products, and customer profiles in order to develop and support an investment thesis for a specific industry sector or market.
• 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.
• Time Management Skills: Candidate is expected to work on multiple engagements simultaneously, therefore time management and prioritization are necessities in order to thrive in this role.
• Securities Licensure: Series 63 and 79 licenses are a plus, but not required.

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

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