M&A Execution Assistant

Harris Williams & Co • Minneapolis, MN

11d • Onsite

About The Position

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.

Requirements

• 1+ years of experience in a professional, fast-paced environment (financial or professional services experience preferred)
• Bachelor’s degree
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint), including heavy calendar management and presentation formatting
• Authorized to work in the U.S. without sponsorship

Nice To Haves

• Calendar Management
• Office Administration
• Organizing
• Presentation Development
• Prioritization
• Researching

Responsibilities

• 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
• 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
• 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
• Strong proficiency in Microsoft Office, particularly PowerPoint and Excel
• Experience formatting and polishing client-facing presentations with a high attention to detail
• Comfort organizing and maintaining data in Excel to support deal execution and tracking
• Advanced Outlook skills, including complex calendar and contact management

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 .

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level