Carter Morse & Goodrich
Investment Banking Associate
Carter Morse & Goodrich, Southport, Connecticut, United States, 06490
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Managing Director and seasoned M&A advisor for founder-led and family-held mid-market companies in industrial/manufacturing, distribution, facilities…
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 Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Investment Banking Referrals increase your chances of interviewing at Carter Morse & Goodrich by 2x Sign in to set job alerts for “Investment Banking Associate” roles.
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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 Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Investment Banking Referrals increase your chances of interviewing at Carter Morse & Goodrich by 2x Sign in to set job alerts for “Investment Banking Associate” roles.
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