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.
• Bachelor’s 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.

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