Senior Executive Assistant—Strategy & M&A
About The Position
The Senior Executive Assistant will serve as an extension of the CEO—owning priority management, information flow, and execution across firm initiatives and live transactions. This role requires strong business judgment and the ability to understand context beyond task execution, exceptional organizational discipline, proactive anticipation of needs, and comfort operating in confidential, time-sensitive, and deal-driven environments. You will regularly interact with senior executives, business owners, investors, legal and financial advisors, and transaction counterparties. The ideal candidate brings polish, discretion, and the ability to manage complexity while maintaining momentum across multiple work streams.
Requirements
- 5+ years of experience as an Executive Assistant, with direct support to a senior C-suite executive (CEO, President, Founder, or equivalent).
- Prior experience supporting executives in professional services, finance, private equity, investment banking, consulting, or M&A-adjacent environments strongly preferred.
- Demonstrated ability to manage complex calendars, competing priorities, and high-volume communication streams.
- Experience working in confidential, high-stakes environments where discretion and judgment are critical.
- High level of proficiency with Notion, Salesforce, Dial-Pad, Microsoft Office, and virtual meeting platforms strongly preferred.
- Strong project management skills with the ability to track multiple work streams and deadlines simultaneously.
- Exceptional written and verbal communication skills; able to draft clear, professional correspondence and materials.
- Proven ability to operate independently, anticipate needs, and solve problems without extensive direction.
- Detail-oriented with intuition toward execution and follow-through.
Responsibilities
- Capture and track CEO decisions, action items, and commitments to ensure execution across strategic initiatives and transactions.
- Manage and prioritize the CEO’s calendar, aligning time allocation with firm priorities and highest-value activities.
- Serve as a gatekeeper and thought partner on scheduling, anticipating needs, deadlines, and pressure points.
- Coordinate internal and external meetings, including leadership, client, and board-level engagements.
- Prepare agendas, briefing materials, and post-meeting action trackers; drive follow-through and accountability.
- Manage executive communications, including inbox triage, drafting routine correspondence, and escalating time-sensitive matters.
- Support M&A and corporate development efforts through diligence coordination, information tracking, and deadline management.
- Assist with preparation of transaction materials, presentations, and memoranda.
- Maintain deal trackers, timelines, and coordination across internal teams and external advisors.
- Support project management across firm initiatives, strategic priorities, and deal work streams.
- Coordinate cross-functional communication, remove bottlenecks, and ensure commitments are executed.
- Coordinate domestic travel, itineraries, and expenses with efficiency and foresight.
- Maintain organized records, systems, and documentation related to executive activity and transactions.
- Handle sensitive information with discretion, professionalism, and sound judgment.
- Represent the CEO and firm with maturity and credibility, exercising independent judgment while escalating appropriately.
Benefits
- Competitive base salary with performance-based bonus structure.
- Transaction bonuses for qualifying roles, linked directly to deal value.
- Access to mentorship and training from experienced industry professionals.
- Clear growth pathway into elevated responsibilities and leadership roles.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
No Education Listed
