Corporate Communications Associate for US Professional Advisory Firm [Remote]

Role

Corporate Communications Associate for US Professional Advisory Firm [Remote]

Hours

Full-time, US Business Hours (EST Time Zone, Flexible Hours Possible)

About Morgan & Westfield

Founded in 2008, Morgan & Westfield is a leading M&A firm specializing in mergers and acquisitions for privately owned businesses in the United States. We have pioneered and refined a process for selling businesses over hundreds of successful transactions for a range of industries and at different growth stages.

Founder and President Jacob Orosz has authored six books on M&A and hosts the industry’s number-one podcast, M&A Talk. Learn more about us at www.morganandwestfield.com.

Team

You’ll be a Client Services team member and work directly with Founder and President Jacob Orosz.

Role

As a member of the Client Services Team, you will engage directly with clients looking to sell their business. From their initial inquiry to marketing and closing the deal, your team handles all aspects of the sale. In addition to managing all the information and documents of a sale, you will often need to repackage or rewrite technical information for different buyers.

Your Focus and Responsibilities:

  • Client Management – You will handle all aspects of client interactions, from managing inquiries and emails to creating and analyzing documents, as well as overseeing M&A transactions.
  • Client Communications – You will write, edit, and revise client documents to ensure they are fit-for-purpose, understandable, and correct. The focus is on creating clear, actionable, and professional documents. Apply if you are a writer who can put yourself in your audience’s shoes and confidently create communications that meet people where they are.
  • Client Processes Management – You will interpret and analyze financial statements, and create financial reports, offering memorandums, templates, presentations, and other business documents. You and your team will also create, improve, and maintain procedures to achieve our company’s objectives. You will do this by improving systems, streamlining processes, maintaining quality through user testing, identifying inefficiencies, and actively suggesting and testing improvements.

Qualifications and Requirements:

  • Experience: A minimum of two years experience in corporate communications, business, consulting, professional services, or related fields. M&A experience is not mandatory but would be advantageous.
  • Hard Skills: Fluent in written and spoken English and IT knowledgeable.
  • Soft Skills: Proactive, flexible, adaptable, organized, results-driven, detail-oriented, and you have sound business judgment and strong relationship management skills.
  • Home Office: Home office with high-speed internet.

Benefits of a Career with Morgan & Westfield

  • Career Growth & Autonomy
  • Stable, Independent Company
  • Value-Oriented Company Culture
  • Competitive Benefits & Compensation Package:
    • Competitive Base Salary
    • Monthly Individual and Team Performance Bonuses
    • Annual Attendance Bonus
    • Retirement Investment Plan
    • Health Care Reimbursement
    • 10% Paid Learning Time
    • Flexible Working Hours

If you are a skilled Corporate Communications Associate with a passion for corporate finance and a keen eye for detail, we would love to hear from you. Join our dynamic team and contribute to shaping the future of financial communications at Morgan & Westfield.