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Careers

CURRENT POSITION AVAILABLE:  Investment Banking Analyst – click here to learn more and apply.

 

ABOUT MATRIX

The foundation of our 35 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

  • “After 40 years in a great industry that gave me and my family so much, we decided to focus on other areas of our business. We engaged Matrix to advise us on this emotional process, and we couldn’t be happier with the result.  We feel Global is a good fit culturally and feel confident our brand and employees will be well taken care of.”

    Jeffrey Miller, President
    Miller Oil Company, Inc. d/b/a Millers Energy
  • “This transaction met both our personal and corporate objectives by providing a liquidity event for shareholders and additionally, more sophisticated resources to our customer base. Our clients will now benefit directly from the enormous investments Kuehne-Nagel has made in its personnel, training, and systems. A broader array of services and more geographical depth can only make us a stronger unit under the Kuehne-Nagel umbrella. We are very excited about the growth opportunities that are imminently achievable with the support of their organization.”

    Cindra Zambo, CEO
    Aces Limited
  • “Matrix was highly recommended by a friend who sold his propane business using Matrix as his investment banker.  Matrix exceeded my expectations. My sincere thanks to Spencer, Sean and John for their thorough 24/7 effort on behalf of the company and Susan Urban.”

    Ron Brodwater, President
    Midwestern Propane Gas Co.
  • “Spencer Cavalier and the team from Matrix did an outstanding job of representing us in the sale of our Home Heat and Commercial Fuels Division. The process that they employed to move us through this carve out was very effective. We enjoyed working with their team and thank them all for their hard work.”

    Brian Burrow, President
    Campbell Oil Company
  • “We are confident that our dedicated employees and loyal customers will be well taken care of by Molo Petroleum, LLC and Andeavor. Matrix did a fantastic job for us and I am very thankful for their professionalism throughout the entire process. Their thoroughness and attention to detail was extremely impressive.”

    Mark Ogren, President
    Croix Oil Company