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

Submit Resume/Credentials