Deal Coordination Assistant, M&A

Prospectblue; Richmond (VA); On-site; USD 55,000 - 70,000; Full time

Job summary

ProspectBlue’s client in Richmond, VA is seeking a Deal Coordination Assistant to support investment bankers in managing M&A engagements. You will prepare and update client materials, research deals, and maintain deal-related data while coordinating calendars and travel.

The role requires strong MS Office skills, attention to detail, and the ability to manage multiple priorities in a fast-moving environment. In-office collaboration is required with occasional after-hours responsiveness.

Qualifications

• > Bachelor's degree required or equivalent professional experience.
• < 1 year of experience in a fast-paced environment; financial or professional services preferred.
• < Strong Microsoft Office skills, especially Outlook, PowerPoint, and Excel.
• < Ability to create polished client-ready presentations and documents.
• < Strong organizational skills and attention to detail.
• < Ability to manage multiple priorities and meet deadlines.
• < Strong written and verbal communication; professional discretion.

Responsibilities

• Support investment bankers throughout the M&A transaction process.
• Prepare, format, update, and distribute presentations, documents, and other client materials.
• Research companies, industries, transactions, and market developments using internal systems and external resources.
• Organize and maintain deal-related information and tracking tools, including Excel and the firm's CRM.
• Attend meetings, record key takeaways, and follow up on outstanding action items.
• Manage calendars and coordinate meetings for multiple bankers, including resolving scheduling conflicts.
• Arrange domestic and international travel and assist with expense reporting.
• Draft and format professional correspondence and other communications.
• Coordinate meeting logistics, including conference rooms, catering, technology, and audiovisual needs.
• Serve as a central point of contact for the banking team and coordinate with colleagues across the firm.
• Work closely with other support professionals to ensure consistent coverage and timely completion of team needs.
• Handle confidential client and firm information with professionalism and discretion.
• Anticipate the needs of bankers and take initiative to address tasks before they become issues.
• Adapt quickly as priorities and transaction timelines change.

Skills

Bachelor's degree

1 year experience

MS Office skills

Polished presentations

Organizational skills

Multitasking

Communication skills

Discretion

Willingness to learn M&A

Education

Bachelor's degree

Tools

Microsoft Outlook

PowerPoint

Excel

Job description

ProspectBlue has partnered with a reputable company in Richmond, VA and is seeking a Deal Coordination Assistant. The ideal candidate is a highly organized and proactive professional to support investment bankers and help coordinate the day-to-day activity associated with active M&A engagements. This role is ideal for someone who enjoys a fast-paced environment, manages details carefully, communicates well, and can effectively balance competing priorities.

This position will:

• Support investment bankers throughout the M&A transaction process.

• Prepare, format, update, and distribute presentations, documents, and other client materials.

• Research companies, industries, transactions, and market developments using internal systems and external resources.

• Organize and maintain deal-related information and tracking tools, including Excel and the firm's CRM.

• Attend meetings, record key takeaways, and follow up on outstanding action items.

• Manage calendars and coordinate meetings for multiple bankers, including resolving scheduling conflicts.

• Arrange domestic and international travel and assist with expense reporting.

• Draft and format professional correspondence and other communications.

• Coordinate meeting logistics, including conference rooms, catering, technology, and audiovisual needs.

• Serve as a central point of contact for the banking team and coordinate with colleagues across the firm.

• Work closely with other support professionals to ensure consistent coverage and timely completion of team needs.

• Handle confidential client and firm information with professionalism and discretion.

• Anticipate the needs of bankers and take initiative to address tasks before they become issues.

• Adapt quickly as priorities and transaction timelines change.

Qualifications:

• Bachelor's degree required.

• At least 1 year of experience in a professional, fast-paced environment; financial or professional services experience preferred.

• Strong Microsoft Office skills, particularly Outlook, PowerPoint, and Excel.

• Ability to create polished, client-ready presentations and documents.

• Strong organizational skills and attention to detail.

• Ability to manage multiple priorities and meet deadlines in a fast-moving environment.

• Strong written and verbal communication skills.

• Professional judgment and discretion when handling sensitive information.

• Willingness to learn the M&A process and work collaboratively with a team.

This is a full-time, in-office position. The role requires regular in-person collaboration with deal teams and may occasionally require flexibility outside normal business hours, including limited after-hours email responsiveness.