M&A Execution Assistant

• Assist in preparing, editing, and distributing client deliverables and marketing materials throughout the M&A process
• Partner with deal teams to develop company overviews, transaction histories, and industry or news summaries
• Conduct research and collect data using the firm’s CRM and external resources
• Attend deal-related meetings, capture discussion points, and track follow-up action items
• Manage calendars and scheduling for multiple bankers
• Prioritize meetings and resolve scheduling conflicts
• Coordinate domestic and international travel arrangements
• Process expense reports
• Draft and format professional communications while handling sensitive information discreetly
• Serve as a central communication point for the banking team
• Coordinate with colleagues across the firm
• Plan and manage logistics for meetings and events, including conference rooms, catering, and A/V needs
• Collaborate with other Execution Assistants and administrative professionals to ensure seamless coverage and team support
• Provide light after-hours email responsiveness for deal teams and time-sensitive priorities

• 1+ years of experience in a professional, fast-paced environment
• Financial or professional services experience preferred
• Bachelor’s degree
• Strong proficiency in Microsoft Office
• Advanced calendar and contact management in Outlook
• Polished, detail-oriented formatting of client-facing presentations in PowerPoint and Excel
• Experience organizing and maintaining data in Excel
• Candidates must be authorized to work in the U.S. without sponsorship
• Comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree
• Typically requires 3+ years of experience according to the qualifications section

Demonstrates strong organizational and communication skills while managing multiple priorities in a fast-paced environment. Proficient in Microsoft Office, particularly in creating polished presentations and managing data effectively.

• Microsoft Office Proficiency
• Calendar Management in Outlook
• Data Organization in Excel
• Client-Facing Presentation Formatting
• Experience in Financial Services

• Data Collection
• Client Deliverable Preparation
• Expense Report Processing
• Meeting Logistics Management
• Research Conducting

• Detail-Oriented
• Polished Communication
• Team Collaboration
• Problem Solving

• M&A Process
• Professional Services
• Fast-Paced Environment
• Client Communications

• CRM Systems
• Microsoft Power Point
• Microsoft Excel
• Outlook