M&A Execution Assistant

Position Overview Harris Williams will not provide sponsorship for employment visas or participate in STEM OPT for this position.

M&A Execution Assistant (Deal Coordination Assistant, M&A)

We are a global investment bank specializing in M&A and private capital advisory services. Clients worldwide rely on us to help unlock value in their business and turn ambitious goals into reality. We approach every engagement with boundless collaboration, pooling expertise and relationships across industries, service offerings, and geographies. For over 35 years, our clients have trusted us to think strategically, execute precisely, and deliver premium outcomes to help them grow.

We are ambitious in our goals and steadfast in the belief that clients deserve our very best. To achieve our highest aspiration, we invest in world-class, team-oriented individuals who are smart, driven, and principled – those who are eager to be part of something bigger than themselves. When you join Harris Williams, you are welcomed into a collegial environment where every individual has the opportunity to make an impact in a powerful and significant way.

We invite you to learn more about careers at Harris Williams.

Execution Assistants play a critical role in supporting the firm’s M&A advisory efforts. In this position, you will partner closely with investment bankers, gaining exposure to live transactions while providing essential execution and administrative support. This role is ideal for someone who is proactive, detail-oriented, intellectually curious, and energized by working in a fast-paced, collaborative environment. This is an administrative and deal-coordination support role rather than an investment banking analyst position.

As an M&A Execution Assistant, you will sit at the center of live deal activity, working directly alongside investment bankers from kickoff through close. You will build organizational, communication, and deal-coordination skills inside a collegial, fast-moving team that values initiative and invests in your development.

• M&A Execution Support:
  Assist in the preparation, editing, and distribution of client deliverables and marketing materials throughout the M&A process
• Partner with deal teams to develop transaction materials, including company overviews, transaction histories, and industry or news summaries
• Conduct research and collect data using the firm’s CRM and external resources to support active engagements
• Attend deal-related meetings, capture key discussion points, and track follow-up action items
• Banker Support:
  Manage calendars and scheduling for multiple bankers, proactively prioritizing meetings and resolving conflicts
• Coordinate domestic and international travel arrangements and process expense reports
• Draft and format professional communications while handling sensitive information with discretion
• Team & Office Coordination:
  Serve as a central point of communication for your banking team, coordinating 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

• Required 1+ years of experience in a professional, fast-paced environment (financial or professional services experience preferred)
• Bachelor’s degree
• Strong proficiency in Microsoft Office, including advanced calendar and contact management in Outlook and polished, detail-oriented formatting of client-facing presentations in PowerPoint and Excel
• Comfort organizing and maintaining data in Excel to support deal execution and tracking

• Proactive & Responsive:
  Anticipates needs, stays ahead of tasks, and communicates clearly in a dynamic environment
• Detail-Oriented & Accountable:
  Takes pride in delivering high-quality, accurate work
• Collaborative:
  Works well across teams and is willing to pitch in when priorities shift
• Discreet & Professional:
  Handles confidential information with sound judgment and tact
• Intellectually…