Finance Analyst/Associate – Strata

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.

Legal Assistant

Campolo, Middleton & McCormick is seeking a Legal Assistant for a full-time role at our Ronkonkoma headquarters. This is a great opportunity to gain hands-on experience and make an impact at a fast-paced firm recognized by Forbes as a Top Corporate Law Firm.

Duties & Responsibilities

  • Work with and assist attorneys on a variety of litigation matters
  • Make corrections to documents, proofread/format, collate, and organize documents/files
  • Docket and calendar various attorney and Court appearances and deadlines
  • Preparation of court and client documents including exhibits, bookmarking, OCRing, and Bates stamping
  • E-filing
  • Process medical record authorizations and manage process to obtain medical records
  • Document management including scanning, printing, binding, and copying
  • Other administrative tasks as assigned

Qualifications

  • Proficient with Microsoft Office Suite and Adobe Pro
  • Excellent oral and written communication skills. Strong proofreading skills are a must.
  • Reliable and punctual
  • Detail-oriented

Benefits of working at CMM include:

  • The opportunity to work with professionals on diverse projects at a recognized law firm with a stellar reputation
  • Benefits including health, dental, and vision insurance, life insurance, SIMPLE IRA with employer match, and paid time off
  • Training on substantive legal topics as well as professional development topics

CMM is an equal opportunity employer.

Salary range: $55,000 – $60,000 per year

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