Chaffe & Associates Career Opportunities
Chaffe & Associates, Inc. (“Chaffe”) provides highly specialized investment banking services to its clients, including a full suite of transactional advisory services along with valuations for a multitude of needs. Chaffe leverages both core competencies to create a powerful financial firm that always places its clients first. Founded in 1982, its clients range from financial sponsors, founder-led and family-owned businesses to publicly traded corporations spanning a broad spectrum of industries.
Role:
The Director of Business Development plays a critical role in supporting the firm’s growth through the
development and maintenance of relationships with current and prospective clients, professional referral
sources, industry partners, and other key contacts. This position is responsible for identifying potential
business opportunities, supporting senior leadership and professionals in developing relationships, and
maintaining an organized pipeline of business development activity. Chaffe is seeking a long-term
employee who can develop a thorough understanding of the firm, its services, and the industries and
clients it serves.
This role requires a highly motivated, independent, action biassed, organized, and relationship-oriented
professional with strong communication skills, sound business judgment, and the ability to develop and
maintain professional relationships with business owners, executives, financial professionals, attorneys,
accountants, and other referral sources.
Critical to success is spending significant time traveling, which will account for a majority of working hours
and after working hours.
Essential Duties and Responsibilities:
- Develop and maintain relationships with prospective clients, professional referral sources, and other business contacts
- Identify and research prospective clients and business opportunities that align with Chaffe’s services and areas of expertise
- Support senior leadership and professionals in developing new business opportunities and expanding existing relationships by identifying opportunities and new ideas
- Maintain an organized pipeline of prospective clients, referral sources, opportunities, contacts, and persistent follow-up activity
- Conduct research on companies, industries, ownership, transactions, and other market activity to identify potential opportunities
- Coordinate and participate in client meetings, networking events, conferences, industry events, and other business development activities and provide logistical support to such events
- Assist with preparation for meetings and presentations with prospective clients, referral sources, and other business contacts
- Maintain regular communication and follow-up with prospective clients and referral sources as appropriate
- Monitor relevant industry and market activity and identify opportunities that may result in potential engagements for the firm
- Coordinate with marketing personnel to support business development initiatives, presentations, events, communications, and other marketing efforts
- Maintain accurate and organized records of business development activity and relationships
- Provide regular updates to senior leadership regarding business development activity, prospective opportunities, relationships, and follow-up
- Maintain strict confidentiality regarding client information, prospective engagements, transactions, and other sensitive firm information
Required Knowledge, Skills and Attributes:
- Demonstrated 3-5 years of experience in business development, relationship management, sales, financial services, professional services, or a related role (investment banking or financial services environment preferred)
- Ability and willingness to travel overnight as needed
- Strong written and verbal communication skills, including the ability to communicate professionally with senior executives, business owners, clients, and professional referral sources
- Demonstrated ability to establish and maintain friendly professional relationships
- Highly organized with strong attention to detail and follow-through
- Proven ability to manage multiple relationships, priorities, and deadlines with minimal supervision
- Strong interpersonal and networking skills with a professional yet personable demeanor
- Ability to work effectively with senior leadership and professionals across the firm
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); experience with CRM or business development systems is a plus (Hubspot preferred)
- Experience working with business owners, executives, attorneys, accountants, financial professionals, or other professional referral sources is a plus
- Familiarity with investment banking business valuation or other financial services is a plus
- Ability to maintain strict confidentiality and exercise sound judgment when handling sensitive client and firm information
- Reliable attendance and commitment to maintaining a high standard of professionalism
- Preferred Education: Bachelor’s degree in Business, Finance, or related field
The position offers:
- Competitive base salary plus production-based commissions commensurate with experience and the requirements of an outside sales role
- Comprehensive benefits, including 100% employer-paid medical, dental, vision, and long-term disability coverage for employees; a 401(k) plan with employer contribution; Flexible Spending Account (FSA), Health Savings Account (HAS), and Dependent Care Spending Account (DCSA) options; and paid time off (PTO)
Please send a cover letter and resume to:
Info@chaffe-associates.com
Role:
The Marketing Manager plays a critical role in supporting the firm’s marketing, communications, and business development initiatives. This position is responsible for developing and maintaining the firm’s marketing materials and digital presence, coordinating external communications and events, and supporting senior leadership and professionals with marketing and presentation needs. Chaffe is seeking a long-term employee who can develop a thorough understanding of the firm, its services, and the industries and clients it serves.
This role requires a highly organized, independent and detail-oriented professional with strong written and verbal communication skills, sound judgment, and the ability to manage multiple priorities while maintaining the firm’s professional image and strict confidentiality.
Essential Duties and Responsibilities:
- Develop and maintain marketing materials, including presentations, brochures, proposals, firm credentials, transaction experience, biographies, and other business development materials
- Manage and maintain the firm’s website, social media and online presence, including coordinating content updates and ensuring information remains current and consistent with the firm’s brand
- Coordinate and develop firm communications, including announcements, newsletters, articles, social media content, and other external communications
- Support senior leadership and professionals with the preparation of presentations, pitch materials, proposals, and other materials for referral partners, clients and prospective clients
- Coordinate firm participation in conferences, industry events, networking opportunities, and other marketing initiatives
- Assist with planning and execution of referral partner, client, prospect, and firm events
- Maintain organized marketing files, templates, firm information, transaction records, and other resources used for marketing and business development
- Work with senior leadership and professionals to identify opportunities to enhance the firm’s visibility within its target markets and industries including frequent review of competitor’s brand identity and online presence
- Coordinate with external vendors and service providers as needed for website, graphic design, digital marketing, printing, advertising, and other marketing-related services
- Ensure marketing materials and external communications are accurate, professional, consistent, and appropriate for the firm’s financial services environment
Required Knowledge, Skills and Attributes:
- Demonstrated 1-2 years of experience in marketing, communications, or a related role (professional services or financial services environment preferred)
- Strong written and verbal communication skills, including the ability to draft and edit professional
correspondence, presentations, and marketing materials - Highly organized with exceptional attention to detail, particularly in written materials, presentations, and firm communications
- Proven ability to manage multiple priorities and deadlines in a fast-paced environment with minimal supervision
- Strong understanding of professional presentation and branding standards
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); experience creating and formatting professional presentations and materials
- Experience managing websites, social media, email marketing, or other digital marketing platforms
- Experience with design and marketing tools such as Canva, Adobe Creative Suite, Constant Contact, or similar platforms as well as CRMs (Hubspot preferred) is a plus
- Strong problem-solving skills with a proactive, “ownership” mindset
- Professional demeanor with the ability to interact effectively with senior leadership, clients, external partners, and vendors
- Ability to maintain strict confidentiality regarding client information, transactions, and other sensitive firm information
- Familiarity with financial services, investment banking, business valuation, professional services, or related industries is a plus
- Reliable attendance and commitment to maintaining a high standard of professionalism
- Preferred Education: Bachelor’s degree in Marketing, Communications, Business, or related field
The position offers:
- Competitive base salary plus bonus. (Possibility for salary increase and additional bonuses based on annual reviews.)
- Comprehensive benefits, including 100% employer-paid medical, dental, vision, and long-term disability coverage for employees; a 401(k) plan with employer contribution; Flexible Spending Account (FSA), Health Savings Account (HSA), and Dependent Care Spending Account (DCSA) options; and paid time off (PTO).
Please send a cover letter and resume to:
Info@chaffe-associates.com
Role:
The Corporate Finance group, focusing on M&A, capital raising and restructuring, is looking for a full-time
Investment Banking Associate or Junior Vice President to execute investment banking transactions,
support business development efforts, and help expand Chaffe’s presence in key Southeast markets
including central and eastern Tennessee, northern Alabama, and rural Georgia.
This role combines transaction execution with meaningful business development responsibilities. The right
candidate will be technically strong, commercially minded, and comfortable representing the firm in the
market. The candidate will need to be comfortable working alone, either from a home office or shared
office space, and remotely with Chaffe’s headquarters in New Orleans.
Essential Duties and Responsibilities:
- Execute and manage the process of sell-side and buy-side M&A transactions and capital raising
assignments from engagement through closing - Build, direct and review financial assets, valuation analyses, and transaction materials
- Oversee preparation of confidential information memoranda, management presentations, buyer
lists, investor materials, and other deal documents - Coordinate diligence processes, data rooms, management meetings, and process timelines
- Manage communications with buyers, investors, clients, and other transaction counterparties
- Support senior bankers in running efficient, disciplined deal processes across multiple live
assignments - Conduct industry research, target development, and strategic analysis for clients and prospects
- Build and maintain relationships with business owners, attorneys, CPAs, commercial bankers,
private equity professionals, and other centers of influence, particularly in and around your core
location(s) - Meet regularly with referral sources and prospects for breakfast, lunch, coffee, and dinner to
develop new business opportunities - Develop local market visibility and become a credible face of the firm in the areas inclusive of
Birmingham, Huntsville, Nashville, Chattanooga, Atlanta and other rural areas of Georgia - Identify and help originate advisory engagements with lower middle market companies across the
Southeast - Carefully track, through CRM, progress and measure effectiveness through KPIs
Required Knowledge, Skills and Attributes:
- Undergraduate business degree preferred; major or concentration in finance, accounting,
economics, or related field - 3–5+ years of relevant experience in investment banking, corporate finance, transaction advisory,
private equity, or a related field - Demonstrated proficiency in financial modeling, valuation, and M&A processes through work
relevant work experiences - Expert in Excel and PowerPoint
- Excellent written and verbal communication skills
- Strong problem-solving and analytical skills
- High attention to detail
- Inquisitive, creative team player ready to meet deadlines in a fast-paced environment
- Confident in ability to communicate with C-level executives, business owners, attorneys,
accountants, lenders, and other professionals - Entrepreneurial mindset with genuine interest in business development and relationship-building
- Must be legally authorized to work in the United States
The position offers:
- Competitive base salary plus bonus. (Possibility for salary increase and additional bonuses based on
annual reviews.) - Comprehensive benefits, including 100% employer-paid medical, dental, vision, and long-term
disability coverage for employees; a 401(k) plan with employer contribution; Flexible Spending
Account (FSA), Health Savings Account (HSA), and Dependent Care Spending Account (DCSA)
options; and paid time off (PTO).
Preferred Location:
Chattanooga, TN, Birmingham, AL, or Huntsville, AL
Please send a cover letter and resume to:
Info@chaffe-associates.com