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Careers

ABOUT MATRIX

The foundation of our 30 years of success is based on a unique culture that focuses on a firm wide commitment to excellence by maximizing value for our clients through transactional success, industry expertise and creative transaction design.

Our unique team concept is designed to combine each person’s strengths to build and reinforce our brand of superior client advisory and transaction execution expertise. All team members are expected to play a significant role in contributing to the vision and success of the firm, and our professionals are offered the opportunity to contribute to a rapidly growing organization committed to the highest standards of quality, professionalism and integrity. They must demonstrate a combination of academic aptitude, quantitative skills, personal motivation, distinguished written and verbal communication and presentation skills, excellence in working effectively on an individual basis and as part of a team, and an ability to manage multiple projects and deadlines simultaneously.

We offer our professionals:

    • Excellent compensation and benefits package
    • Dynamic culture, offering opportunity and support for career growth
    • Supportive work environment (transactional, marketing, research, human resources, administrative)

DETAILED DESCRIPTIONS ARE LISTED BELOW OF POSITIONS THAT MAY BECOME AVAILABLE AT VARIOUS TIMES THROUGHOUT THE YEAR:


SENIOR LEVEL

Our senior level team members include Managing Directors, Directors and Vice Presidents.  At the senior level, we offer an aggressive compensation package, equity ownership opportunities, proprietary investment opportunities and a voice in the corporate direction and strategy.  Our senior level professionals assume a leadership role in the firm, ranging from sourcing and executing M&A and capital raising transactions to leading and mentoring a team of professionals. Offering senior level attention to our clients during every step of the transaction process is paramount to the relationships and trust that we have built with our clients.  As a senior member of our team, your responsibility will be to ensure that our clients are treated with the utmost respect and professionalism, and provided with the absolute best investment banking services.

ASSOCIATE

Associates at Matrix are key members of our client engagement teams and work closely with senior professionals while supervising the work of Analysts. Primary responsibilities include, but are not limited to: overseeing the performance of financial and valuation analysis, including in-depth financial modeling and analysis of deal structures; research of financial and strategic buyers; developing transaction marketing materials such as confidential information memoranda and management presentations; facilitating due diligence requests including the management of virtual data rooms; and preparing pitch presentations for meetings with prospective clients. Additionally, Associates at Matrix actively participate in other aspects of client engagements, including: fostering and furthering relationships with existing and potential clients; communication with prospective buyers; and transaction and purchase agreement negotiations.

Requirements
•  Bachelor’s or advanced degree from an accredited university
•  Exceptional academic track record with relevant finance and accounting coursework
•  Minimum of four years of work experience in finance, accounting, or other related field
•  Demonstrated ability to effectively manage multiple projects
•  Excellent quantitative and analytical abilities
•  Detail-oriented with a high degree of intellectual curiosity
•  Excellent written and verbal communications skills
•  Ability to work well in a fast-paced, transaction-focused team environment
•  Self-motivated with the ability to work independently with minimal supervision
•  Strong knowledge of Microsoft Excel, PowerPoint, and Word
•  Must obtain applicable FINRA securities licenses within six months of employment
•  Willingness to travel as needed

Preferred Qualifications
•  Passage of FINRA Securities Industry Essentials (SIE) Exam (Learn more here)
•  Two or more years of investment banking work experience
•  Holder or candidate of any of the following designations or degrees:  Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Master of Business Administration (MBA), American Society of Appraisers (ASA), or Juris Doctorate (JD)

ANALYST

Analysts at Matrix work directly with other deal professionals to execute all facets of client engagements. Primary responsibilities include, but are not limited to: performance of financial and valuation analysis, including in-depth financial modeling and analysis of deal structures; research of financial and strategic buyers; drafting transaction marketing materials such as confidential information memoranda and management presentations; facilitating due diligence requests including the management of virtual data rooms; and preparing pitch presentations for meetings with prospective clients. Additionally, Analysts at Matrix get exposure to other aspects of client engagements, including: communication with prospective buyers; transaction and purchase agreement negotiations; and substantive participation in client and potential buyer meetings.

Requirements
•  Bachelor’s or advanced degree from an accredited university
•  Exceptional academic track record with relevant finance and accounting coursework
•  Excellent quantitative and analytical abilities
•  Detail-oriented with a high degree of intellectual curiosity
•  Excellent written and verbal communications skills
•  Ability to work well in a fast-paced, transaction-focused team environment
•  Self-motivated with the ability to work independently with minimal supervision
•  Strong knowledge of Microsoft Excel, PowerPoint, and Word
•  Must obtain applicable FINRA securities licenses within six months of employment
•  Willingness to travel as needed

Preferred Qualifications
• Passage of FINRA Securities Industry Essentials (SIE) Exam (Learn more here)
• Previous work experience in finance, accounting, or other related field
• Holder or candidate of any of the following designations or degrees: Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Master of Business Administration (MBA), American Society of Appraisers (ASA), or Juris Doctorate (JD)

INTERNSHIP

Matrix’s Summer Intern Program provides a comprehensive introduction to investment banking and our firm. The program is designed to give interns the opportunity to experience the life of a full-time Analyst. Summer Interns work on live M&A transactions and are provided with training and guidance that enables them to make an impact. Upon joining the firm, Interns are assigned a mentor to lead them through this unique experience, providing feedback, introducing them to the M&A transaction process, and assisting in administrative and workload management issues. Summer Interns may be offered the opportunity for a full-time Analyst position.


 

Please send your resumé and contact information to:
Mrs. Honor Carver, Director of Marketing & Communications
hcarver@matrixcmg.com

 

Matrix is an equal opportunity employer and does not discriminate against a job applicant or an employee because of the person’s race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability or genetic information

What our Clients Are saying

  • “I have no doubt that RESCO’s partnership with the Locke team will be extremely beneficial for our valued customers, vendors, and employees.  I look forward to continuing to grow our footprint in the Mid-Atlantic and Southeast with the support of the Locke organization.  As this chapter of ownership closes, I am thankful to my partners at RTK for their commitment to the business over the past several years.  I am also extremely grateful to the team at Matrix for their guidance throughout this critical process.”

    Mike Bourn, CEO
    Richmond Electric Supply Co., LLC
  • “When it came time to market our stores, I wanted to hire the best advisor I could find. I will go through this process of selling our fourth-generation company only once in my life and am confident Matrix was the best partner to help me get it right. Matrix did a fantastic job managing the process from beginning to end, exceeding our expectations every step of the way, and I am extremely pleased with the service they provided. I am delighted to have a fine company like Enmarket purchasing our business and retaining our wonderful, dedicated team of employees while continuing to service our great customers. I thank God for entrusting me to be the steward of this business, blessing it over the years, and putting the people in place to make this transaction successful for all involved.”

    Brab McCully, President
    Brabham Oil Company, Inc.
  • “Having worked for Honey Farms and with the Iandoli family for over 40 years, the sale of the company is bittersweet, but the outcome for the family has been very successful.  I want to thank the Iandoli family and our talented employees whose enduring commitment built an extremely strong company.  Lastly, I want to thank our M&A advisors, Matrix, and our legal counsel, Fletcher Tilton, who did a wonderful job advising the company and the family through this process.”

    David Murdock, President and CEO
    Honey Farms, Inc.
  • “I have been the ‘shepherd’ of the F.L. Roberts’ company assets for over forty years and have been fortunate to lead Roberts with the help of a talented executive and advisory team adding very successful ventures in other related business spaces.  Many of these ventures have become consumer favorites in our region.  Selling was the most difficult challenge I have ever had to face.  Matrix quickly grasped the meaningfulness of our asset mix and how to capitalize on the significant value our team had created.  This was a challenge they crafted into a successful sale strategy.  I am very indebted to their talented team.”

    Steven Roberts, CFO
    F.L. Roberts and Company, Inc.
  • “Selling the Company was a very difficult decision, overshadowed only by the task itself.  I’m convinced I selected the best help with Tom Kelso, Spencer Cavalier and the Matrix Team.  Their industry knowledge, diligence, and patience led to a best outcome.”

    Steve Dickerson, President
    Dickerson Petroleum, Inc.