Carter Morse & Goodrich is expanding its investment banking team with the addition of a Vice President.CMG is a boutique firm that focuses exclusively on M&A advisory that delivers “once-in-a-lifetime” outcomes for family-held and founder-led businesses in the middle market (typically valued between $25 million and $250 million). As we continue to grow in the northeast, 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 in a boutique, entrepreneurial environment.Our areas of focus are limited to our core industry groups of Manufacturing & Industrial, Business Services, Consumer Products, Food & Beverage and HVAC. We specifically do not work in technology, media, telecom, SAAS, energy, healthcare or related fields.Role Responsibilities:· Coordinating and working with Partners and Managing Directors through all facets of an M&A transaction· Managing the preparation of marketing materials to support client engagements· Managing the preparation of financial models and business valuations· Actively participating in business development activities· Analyzing a prospect's financial statements and conducting accounting due diligence· Conducting industry and company-specific due diligence· Leading calls with client management teams and investor counterparties· Facilitating diligence activities with third-party partners (e.g., accountants, attorneys, strategy consultants)· Managing and mentoring junior bankersAs 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 initiativeInsatiable Curiosity • Dives deeper to understand motivations • Listens critically – two ears, one mouth • Makes “ah-ha” discoveries • Always growing / learningHumble 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 intelligenceTeam Player • Proactively collaborates • Looks out for what’s best for CMG & Client • Shares the credit • Asks and gives feedback openlyOther Candidate Qualifications:· 7-10 years of experience in M&A / private equity or related fields of accounting, finance, transaction services and commercial lending· Currently hold FINRA SIE, Series 63 and Series 82 or 79· 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· Enjoys managing and inspiring colleagues and direct reportsCMG’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 communityCompensation and Benefits:CMG offers a competitive compensation and benefits package.