Evaluate inbound investment opportunities and assess alignment with the firm’s strategy
Conduct in-depth business, financial, and market diligence on prospective investments
Build and analyze detailed financial models, including forecasts and scenario analyses
Assist with valuation analysis, transaction structuring, and deal execution
Track performance of portfolio companies and support ongoing portfolio management efforts
Develop investment presentations, internal analyses, and supporting materials for decision-making Qualifications:
Commitments
Interest in working within a lean, entrepreneurial firm where initiative and ownership are valued
Not Met Priorities
What still needs stronger evidence
Requirements
Minimum of 2 years of relevant experience in investment banking, private equity, transaction advisory, leveraged finance, or a similar analytical role
Demonstrated strength in financial modeling, valuation, and quantitative analysis
Solid foundation in accounting principles and corporate finance
Ability to manage competing priorities in a fast-paced environment
Interest in working within a lean, entrepreneurial firm where initiative and ownership are valued
Preferred Skills
Advanced degree (MBA), CFA designation, or comparable professional experience is a plus
Minimum of 2 years of relevant experience in investment banking, private equity, transaction advisory, leveraged finance, or a similar analytical role
Solid foundation in accounting principles and corporate finance
Interest in working within a lean, entrepreneurial firm where initiative and ownership are valued
Education
(Required)
– Bachelor’s degree required; concentration in finance, economics, or a related field preferred
(Not required)
– Advanced degree (MBA), CFA designation, or comparable professional experience is a plus
Chesapeake Search Partners is working with a Baltimore-based, boutique private investment firm seeking to add a private equity Analyst/Associate to its growing team. This role offers broad exposure across the full investment lifecycle, with direct interaction and mentorship from senior leadership. The Analyst/Associate will play a hands-on role in evaluating new opportunities and supporting ongoing portfolio initiatives. Key Responsibilities: Evaluate inbound investment opportunities and assess alignment with the firm’s strategy Conduct in-depth business, financial, and market diligence on prospective investments Build and analyze detailed financial models, including forecasts and scenario analyses Assist with valuation analysis, transaction structuring, and deal execution Track performance of portfolio companies and support ongoing portfolio management efforts Develop investment presentations, internal analyses, and supporting materials for decision-making Qualifications: Bachelor’s degree required; concentration in finance, economics, or a related field preferred Advanced degree (MBA), CFA designation, or comparable professional experience is a plus Minimum of 2 years of relevant experience in investment banking, private equity, transaction advisory, leveraged finance, or a similar analytical role Demonstrated strength in financial modeling, valuation, and quantitative analysis Solid foundation in accounting principles and corporate finance Ability to manage competing priorities in a fast-paced environment Interest in working within a lean, entrepreneurial firm where initiative and ownership are valued