Chartwell Financial Advisory Opinions?

Hi all, would really appreciate any insight or thoughts you can provide. Have an upcoming interview at Chartwell for SA 2021 in their IB division in Chicago. Based on reports from 2016 on this forum, they were lacking in M&A processes. Can anyone provide an updated opinion? They seem to focus heavily on ESOP's which obviously isn't as sexy as M&A and not sure how well you could spin something like that for FT recruiting. Have heard they're moving to a new office in Chicago this year due to expansion of their banking division.

Any insight or opinions would be greatly appreciated. If I were to join how easy would it be to lateral FT to a reputable MM bank? Would you take a Big4 TAS offer over this?

 

Buddy from college works for them...they do M&A ESOP work and regge M&A (for their IB team). I think the Chicago team is primarily cap markets, but also do M&A. I know a lot of people in LMM-MM PE shops have come from chartwell, or theyve lateraled to other MM (LMM, HW, etc.). Theyre ramping up their firm and becoming more reputable with sponsors. Obviously, not my experience working there, but it would be much better than a big 4 offer...can definitely place you in a MM firm as a SA position if thats youre goal, or perhaps a MM PE shop if you stay (after your analyst sting). I work for a MM firm now (think LMM, HW, HL, PS, etc.), and still considering them as a lateral once I want a better work/life-buddy says he only works 80 hour weeks as an analyst

 

Appreciate that color. What if I wanted to go into another finance related field like consulting? Would you choose the big 4 offer over a boutique bank like Chartwell? 

Also genuinely curious how does 80 hours a week give you a better work/life balance? That sounds like above average for a boutique and pay is supposedly below street. Thank you for your answers in advance!

 

Have had phone calls with several people at Chartwell and they have all been very kind, and as mentioned above the recurring theme I took away is that they don’t want to overwork you.  

 

Eligendi et accusantium voluptatem dolores omnis. Dignissimos quo perspiciatis laborum error. Tenetur quo fugiat eligendi et corrupti distinctio.

Non quam dolor error esse consequuntur officia quas. In maxime et in voluptas. Aut quo veritatis vel nihil sit debitis et. Sit est dolorem voluptatem ex commodi aut. Accusamus rerum ut dolorum quia aut.

Quisquam qui optio amet illo ut ut sit est. Ut quam in sunt.

Voluptatem ducimus autem non eum aperiam magni provident. Consequatur autem iste voluptas omnis provident iusto quam in. Ut harum est quibusdam consectetur. Qui qui distinctio nam animi.

Career Advancement Opportunities

June 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Perella Weinberg Partners New 98.9%
  • Lazard Freres 01 98.3%
  • Harris Williams & Co. 24 97.7%
  • Goldman Sachs 17 97.1%

Overall Employee Satisfaction

June 2024 Investment Banking

  • Harris Williams & Co. 19 99.4%
  • JPMorgan Chase 10 98.9%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 05 97.7%
  • Moelis & Company 01 97.1%

Professional Growth Opportunities

June 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.9%
  • Perella Weinberg Partners 18 98.3%
  • Goldman Sachs 16 97.7%
  • Moelis & Company 05 97.1%

Total Avg Compensation

June 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (22) $375
  • Associates (93) $259
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (69) $168
  • 1st Year Analyst (206) $159
  • Intern/Summer Analyst (149) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”