Category: Careers

Campolo, Middleton & McCormick, LLP seeks a Finance Analyst/Associate with transaction (M&A) experience for Strata Alliance, a multi-family office. Based in Ronkonkoma, this full-time role is ideal for an ambitious professional looking to work on a variety of exciting projects involving clients who are sophisticated business owners and high-net-worth individuals. This role is well-suited for an entrepreneurial, client service focused individual with deep technical skills in finance and strategy. This individual thrives in team-based, collaborative environments, loves to problem solve, and is a self-starter. It is an excellent opportunity with room for growth within a rapidly expanding organization.

Responsibilities: This Role Encompasses Three Different Work Streams and Responsibility Sets

1. Family Office Alternative Investments
   • Collaborate with Director of Finance on analyzing, executing strategic/financial due diligence, and working through investment opportunities. Opportunities include proprietary direct investments and private equity fund investments.
   • Provide detailed market research and analytics to support the direct investment function
   • Manage day-to-day execution of the capital raise process within the Strata Alliance family network
   • Support Strata Director of Finance with ad hoc tasks and networking with family office and fund partners
2. Financial Office Business Advisory
   • Provide family office clients with ad-hoc business advisory services to include financial analysis, financial modelling, and business valuation
   • Aid in business advisory services surrounding major liquidity events and/or inorganic growth opportunities to include:
     • Financial modelling, review and analysis
     • Due diligence support / process management – interacting with clients to procure accurate/timely provision of due diligence
     • Market valuation analysis
3. Family Office Personal Financial Services
   • Aid in ad-hoc financial analyses of HNW client’s personal assets
   • Provide personal financial modelling to aid in wealth planning initiatives

Qualifications

• Bachelor’s degree required
• 1-4 years of mergers and acquisitions experience required, preferably gained through an investment banking, family office, private equity, or corporate development role
• Excel fluency / expertise
• Comfort / proficiency with financial analysis, financial statements, and company valuation.

CMM is an equal opportunity employer.

Salary range: $100,000 – $125,000 per year, compensation commensurate with experience

Benefits include health, dental, and vision insurance, life insurance, and paid time off

Please email resume and cover letter to recruiting@cmmllp.com.

Campolo, Middleton & McCormick is seeking an experienced Litigation Paralegal for a full-time, in-person role at our Ronkonkoma headquarters. This position offers a great opportunity to work on a variety of litigation matters and make an impact at a fast-paced firm recognized by Forbes as a Top Corporate Law Firm.

Duties & Responsibilities

• Support attorneys with a variety of litigation matters including personal injury, insurance defense, commercial, landlord/tenant, and municipal
• Assist attorneys with procedural requirements during all stages of litigation
• Prepare/draft legal documents including pleadings, motions, discovery demands and responses, stipulations, settlement documents, notices of appeal, appellate documents, letters, etc.
• Prepare, serve, and file court documents, including e-filing
• Review voluminous court orders and emails for appearances and deadlines and calendar/docket/manage those appearances and deadlines
• Maintain attorney calendars with key dates, deadlines, and appearances
• Prepare court and client documents including exhibits, bookmarking, OCRing, and Bates stamping
• Communicate with clients, court personnel, and adversaries
• Appropriately track and bill time
• Opportunity to oversee and manage support staff depending on experience

Qualifications

• At least 4 years of experience as a litigation paralegal
• Must have knowledge of state and federal e-filing requirements
• Working knowledge of e-discovery platforms a plus
• Proficient with Microsoft Office Suite and Adobe Pro
• Excellent communication skills
• Reliable and punctual

Benefits:

• Health insurance with significant employer contribution
• Dental, vision, life, disability insurance
• Flexible Spending Account
• SIMPLE IRA with employer match
• Paid time off

CMM is an equal opportunity employer.

Salary range: $70,000-$80,000 per year

Please email resume to recruiting@cmmllp.com.