M&A Execution Assistant - Pool

Harris WilliamsRichmond, VA
1dOnsite

About The Position

Harris Williams fosters an inclusive culture through hiring quality people who are committed, tenacious, and principled – dedicated to achieving the right results for our clients, the right way. We are committed to building a unique firm by valuing and developing talent. Execution Assistants play an integral role in supporting the firm’s merger and acquisition advisory activities. As an Execution Assistant, you will have a high-level of exposure to specific Industry Group teams and complete critical tasks, initiatives, and special projects related to the firm’s M&A execution efforts. Employees who thrive at Harris Williams demonstrate the following: Approach all tasks with humility, collaboration and enthusiasm View challenging tasks as opportunities for growth Share ideas and credit among peers and teammates Learn from mentors and serve as mentor to junior team members, over time Be responsive This is an in-office role. Light after hour email usage expected Acknowledge requests and clarify deadlines as needed Stay aligned with your team on active workstreams and upcoming tasks Take pride in your work product Proofread your work to ensure accuracy before distributing Seek feedback from your bankers during and after project completion Ask “What’s next?” Work ahead instead of waiting for direction from your team Maintain confidentiality and effectively handle highly sensitive and personal information with sound judgement, tact, and discretion Articulate thoughts and ideas to your teammates and clients both verbally and in writing As you gain confidence through experience, willingness to speak up during internal discussions Operate as a mentor among peers, offering support, backup or best practices that may enhance others’ experience or performance Be a self-starter Exhaust available resources, including desktop research, leaning on more experienced peers for advice/guidance Offer creative suggestions as you grow into the role to enhance or create efficiency in existing processes Proactively identify potential conflicts/issues and propose potential solutions Be intellectually curious and have a teachable spirit Ask questions along to way to deepen your understanding of M&A process and your industry group Understand the deal process from pitch to close. Know where your team of bankers are in the process at any given time, to anticipate potential needs or conflicts

Requirements

  • Proficient in MS Office, MS Outlook, Word, Excel and PowerPoint
  • Heavy calendar and contact management
  • General Excel formula capabilities to organize data, build out specific dashboard requests, etc.
  • Editing and formatting expertise in PowerPoint utilizing templates
  • Ability to work in the U.S. without sponsorship
  • Bachelor’s Degree
  • 1+ years of professional experience

Nice To Haves

  • Calendar Management
  • Office Administration
  • Organizing
  • Presentation Development
  • Prioritization
  • Researching
  • Accuracy and Attention to Detail
  • Confidentiality
  • Desktop Tools
  • Effective Communications
  • Flexibility and Adaptability
  • Office Administration
  • Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Responsibilities

  • Operate as the center of communications for your team
  • Assist in preparation, editing and distribution of key deliverables throughout the deal process
  • Conduct research, update materials and collect data using HW’s customer relationship management system (CRM) and other external resources
  • Coordinate travel arrangements and expense reports
  • Plan and execute details related to meetings and conferences, such as conference room reservations, catering, audio/video needs and all other essential services
  • Collaborate effectively with colleagues at all levels
  • Work closely with other members of the deal team to create deal materials which include company overviews, transaction history, news articles, etc. and attend deal-related meetings and identify subsequent action items
  • Assist in developing Market/Industry Updates and reports
  • Research industry trends, building a robust understanding of the deal team’s industry

Benefits

  • PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
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