Job Description

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:

• Runs through walls – Whatever / Whenever / Wherever • Never ever gives up • Accountable and reliable • Takes the initiative
• Insatiable curiosity – Dives deeper to understand motivations • Listens critically – two ears, one mouth • Makes “ah-ha” discoveries • Always growing / learning
• Humble confidence – Consummate professional • Checks ego at the door • Thoughtful unbiased advice • Challenges the ‘given’ or ‘norms’
• Engages personally – Foundation of trust • Generous / gives first • Authentic / genuine • High social emotional intelligence
• Team player – Proactively collaborates • Looks out for what’s best for CMG & Client • Shares the credit • Asks and gives feedback openly 

Candidate Qualifications

• 5-7 years of experience in M&A / private equity
• 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 and writing Confidential Information Memorandums (CIMs) to support client engagement
• Assisting in the development of Pitch book materials and valuation analysis to support business development team
• Preparing 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

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