Executive Assistant Investment Banking

Piper Sandler & Co. in; Minneapolis (MN); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Annual bonus

Hybrid work after 6 months

Generous PTO and 10 holidays

Early Friday departures

Job summary

Piper Sandler is seeking an Executive Assistant to support its Investment Banking team in Minneapolis, MN. The role requires high-level administrative support, calendar management, travel coordination, and collaboration with senior partners and clients.

You will handle documents, expense reporting with Concur, CRM updates, and confidential information with discretion. The position is non-exempt and hourly.

Qualifications

• Experience supporting senior bankers in a fast-paced environment.
• Strong organizational skills to manage multiple priorities and deadlines.
• Proficient in Zoom, Microsoft Teams, and Concur.
• Ability to handle confidential information with discretion.
• Professional communication with clients and partners.

Responsibilities

• Executive calendar management for multiple partners and senior bankers.
• Arrange domestic and international travel itineraries and agendas.
• Prepare documents: pitchbooks, letters, reports, and invoices.
• Track expenses using Concur and reconcile Visa accounts.
• Maintain CRM data, call notes, and deal pipelines.
• Coordinate internal/external meetings and events; manage on/off-site logistics.
• Assist with onboarding of new banking team members.
• Maintain professional client interactions and respond to urgent needs.

Skills

Calendar management

Travel coordination

Microsoft Teams

Zoom

CRM updates

Concur

Discretion with confidential info

Tools

Concur

CRM software

Microsoft Office

Job description

Executive Assistant Investment Banking (Finance)

Job Description:

At Piper Sandler, we connect capital with opportunity to build a better future.

We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.

We are currently looking for Executive Assistant to support our Investment Banking team in Minneapolis, MN.

The primary objective of this position is to provide a high-level of professional support for the Minneapolis Investment Banking group. The ideal candidate enjoys working in a fast-paced and dynamic environment; possesses the ability to navigate multiple projects, priorities, and deadlines with strong organizational skills; and displays a professional demeanor and appropriacy to interact with senior partners, clients, and colleagues. The ideal candidate is a natural team player and works well in a collaborative environment and has familiarity with financial/banking industry. This is a non-exempt, hourly position.

Essential Duties & Responsibilities

• Execute a broad variety of administrative tasks for multiple partners and senior bankers, including fully managing active calendars, utilizing Zoom and Microsoft Teams
• Arrange domestic and international travel itineraries and agendas
• Word-processing and desktop publishing utilizing the Microsoft suite and a variety of additional software. Documents include: pitchbooks, correspondence, engagement and commitment letters, memorandums, invoices, reports, and tracking sheets
• Compile expense reports for assigned bankers according to company policy utilizing Concur and reconcile corporate Visa accounts
• Contribute proficiently and skillfully to the CRM database by updating contact information, entering call notes, assisting with deal process tracking, creating, and maintaining distribution lists. Additionally maintaining accurate pipelines and forecast
• Exercise discretion in committing time and evaluating needs. Advise of time-sensitive and priority issues, ensuring appropriate follow-up
• Maintain discretion in dealing with confidential information and sensitive materials
• Ownership of coordinating internal and external meetings, dinners, events, conferences both on-site and off-site locations, negotiating contracts with restaurants and meeting facilities
• Ability to perform diplomatically while managing competing priorities and varying banker expectations.
• Manage and screen multiple banker phone lines while projecting a positive, professional image for all clients and colleagues
• Assist with the on-boarding of new banking team members
• Develop excellent relationships with the external clients and internal partners throughout the company
• Assume other related responsibilities as required or requested
• Ability and willingness to travel (under 10 days/year)
• Willingness to work overtime during conference/event prep

Why should you join Piper Sandler as an Executive Assistant?

• Competitive annual bonus structure in addition to salary
• Work life balance with generous PTO and 10 Federal Holidays
• Hybrid work schedule options are available after 6 months of employment
• Monthly Early Friday departure opportunity throughout the year
• Opportunities for training & professional development, on-demand, throughout the year
• Collaborative and supportive team environment where your contributions are recognized and rewarded

As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture.

Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here .

Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here .

The anticipated starting salary range for individuals expressing interest in this position is $70,000 - $80,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total

compensation for this position will be competitive with the market.

All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.