Job Description

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 seven books on M&A and hosts the industry's number-one podcast, M&A Talk. Learn more about us at

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 businesses. Your team handles all aspects of the sale, from the initial inquiry to marketing and closing the deal. You will also need to repackage or rewrite technical information depending on the unique circumstances of each sale.

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 achieve this by enhancing systems, streamlining processes, ensuring quality through user testing, identifying inefficiencies, and proactively suggesting and testing improvements.

Qualifications and Requirements

Experience

: A minimum of two years of 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 knowledgable.

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

Maximum Career Growth & Autonomy:

Individuals who demonstrate a high rate of learning and ability to achieve results will receive maximum freedom, autonomy, and pay. You may have the opportunity to build your own team, switch departments, have the flexibility to change roles, or even create your own products or branch offices if you demonstrate the ability to do so.

Stability:

We offer a stable, long-term, home-based career with a semi-flexible schedule. We're debt-free with one owner (Founder of Morgan & Westfield) and no outside investors to please. This means we can afford to stay focused on a meaningful, long-term vision and not just profits.

Healthy Culture with No Politics:

Work in an open, positive, constructive environment, surrounded by successful people like you who are learning and growing. We are all members of the same team working towards a common goal -- not the traditional hierarchical boss-employee relationship.

Competitive Benefits & Compensation Package.

For full-time roles, we offer the following: Basic Salary, Monthly Individual and Team Performance Bonuses, Annual Attendance Bonus, Retirement Investment Plan, Health Care Reimbursement, Paid Learning Time

Long-term Career Opportunity:

Join our team and embark on a rewarding career journey that could last until retirement. At our company, we take pride in the tenure of our employees, with some of them having dedicated over 10 years to our organization. We are committed to fostering an environment that encourages professional growth and provides stability for the long haul. If you're seeking a company that values loyalty and offers a lasting career path, we are the perfect fit for you.
Job Type: Full-time

Pay: R150,00 - R260,00 per hour

Application Question(s):

Experience: Please summarize your related M&A and management experience. Hours: Are you available to work during US business hours (Eastern Time Zone)? Do you have any conflicting obligations that may hinder your full-time employment?
Work Location: Remote