Carter Morse & Goodrich is seeking to expand its investment banking team with the addition of an Associate-level hire in our Southport, Connecticut office.
Given our focus on M&A advisory that delivers “once-in-a-lifetime” outcomes for family-held and founder-led businesses, we are seeking a truly unique person that can balance the technical skills of Wall Street investment banking with the high-touch, client-centric service mentality needed to manage the personal relationships we develop with each of our clients.
As is always the case, the most important attribute of a successful candidate is a strong cultural fit with the team. We are seeking those with the following core personal and professional characteristics:
Candidate Qualifications:
- 3-5 years of experience in M&A / private equity or related fields of accounting, finance, transaction services and commercial lending
- Excellent verbal and written communication skills
- Strong quantitative and analytical skills
- Exceptional problem-solving capabilities
- Strong organization and time management skills
- Ability to work on multiple projects simultaneously under pressure
Role Responsibilities:
- Coordinating and working with senior bankers through all facets of an M&A transaction
- Preparing Confidential information Memorandum to support client engagement
- Assist in the development of Pitch book materials and valuation analysis to support business development team
- Working on the preparation of financial models and business valuations
- Analyzing a prospect’s financial statements and conducting accounting due diligence
- Conducting industry and company-specific due diligence
- Participating on calls with client management teams and investor counterparties
- Facilitating diligence activities with third-party partners (e.g., accountants, attorneys, strategy consultants)
CMG’s unique culture offers an excellent career opportunity for those who value the following:
- Opportunity to deliver life-changing outcomes for our clients that exceed their expectations
- Steep learning curve via hands-on experience
- Direct collaboration with Partners and senior bankers in an open-door, collaborative work environment
- Expectation to take on more responsibility
- Ability to make a huge impact on the lives of our clients
- Enjoy a better work/life balance – we work hard but family comes first
- Opportunity to get involved in our local community
Compensation and Benefits:
- CMG offers a competitive compensation and benefits package
Click here to apply on LinkedIn