Vice President, Investment Banking

Carter Morse & Goodrich; New York (NY); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

401k and Profit Sharing

Family-first work/life balance

Community involvement opportunities

Job summary

A strategic financial advisory firm located in New York is looking for a Vice President to lead M&A transactions and manage client relationships. The ideal candidate has 7-10 years of experience in M&A, strong investment banking expertise, and excellent communication skills. This role offers a competitive compensation package including base salary, bonuses, and a chance to impact family-owned businesses through tailored advisory services.

Qualifications

• 7-10 years of direct transaction experience in M&A or private equity.
• Currently hold FINRA SIE, Series 63 and Series 82 or 79.
• Excellent verbal and written communication skills.

Responsibilities

• Lead execution of M&A transactions with directors.
• Manage client-facing marketing materials.
• Build complex financial models and perform due diligence.

Skills

Financial modeling

Investment banking expertise

Analytical skills

Client relationship management

Team leadership

Education

Bachelor’s degree or equivalent experience in finance, accounting, or economics

MBA (preferred)

Job description

Carter Morse & Goodrich (CMG) is a middle-market investment bank specializing in sell-side M&A advisory services exclusively for family-owned and founder-led businesses pursuing their once-in-a-lifetime transaction. We are dedicated to delivering results that exceed expectations for our clients through a highly tailored and relationship-driven approach. Our team combines deep technical expertise with a high-touch advisory model rooted in trust, curiosity, and collaboration. We live and operate each day by our core values; Run Through Walls, Insatiable Curiosity, Humble Confidence, Engages Personally, and Team Player, which serve as guiding principles in how we support our clients and work together as a firm.

CMG currently specializes in the below verticals:

• Manufacturing (especially aerospace & defense, metal processing and niche manufacturing)
• Specialty B2B Services (facility services, landscaping, fire & life safety, and marketing services)
• Consumer Products (hard goods, sports equipment, household products, and CPG)
• Food & Beverage (ingredients, packaged goods, and non-alcoholic beverages)
• HVAC (residential & commercial equipment, distribution, installation and services)
• We specifically do not consider technology, software, healthcare or other technology dependent industries

Who you are:

The Vice President will play a critical leadership role in executing transactions and managing client relationships. This individual combines strong technical investment banking expertise with a high-touch, client-centric approach. The ideal Vice President brings experience working in one or more of our target verticals. This candidate is intellectually curious, highly accountable, and thrives in a collaborative, fast-paced environment while mentoring junior team members and contributing to business development.

Key Responsibilities:

• Lead execution of M&A transactions in partnership with Managing Directors and Partners
• Manage the development of client-facing marketing materials, including pitch books and confidential information memoranda
• Build and oversee complex financial models and valuation analyses
• Analyze financial statements and perform accounting and operational due diligence
• Conduct industry research and company-specific analysis to support transaction strategy
• Serve as a primary point of contact for client management teams and investor counterparties
• Coordinate diligence processes with third-party advisors, including accountants, attorneys, and consultants
• Drive and support business development initiatives, including sourcing and pitching new opportunities
• Oversee deal timelines, workflows, and deliverables to ensure successful transaction execution
• Mentor, manage, and develop junior banking team members

Requirements & Qualifications:

• Bachelor’s degree or equivalent experience in finance, accounting, economics, or a related field. An MBA is preferred but not required.
• 7-10 years of direct transaction 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
• Demonstrated ability to successfully manage and inspire colleagues and direct reports

Compensation and Benefits:

• Compensation package includes competitive Base + Bonus + Commission
• 401k and Profit Sharing retirement plans
• Enjoy a better work/life balance – we work hard but family comes first
• Opportunity to get more involved in your local community

The Vice President may be located out of any of our locations including Southport, CT, Garden City, NY or Providence, RI.

Carter Morse & Goodrich is an equal opportunity employer committed to building a diverse and inclusive workplace. We welcome applicants of all backgrounds and experiences and believe that diverse perspectives strengthen our team and enhance the outcomes we deliver to our clients.