Executive Assistant to Deal Team – In-Office

Dagen; The Woodlands (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

The Woodlands, TX-based Dagen is seeking an Executive Assistant to support the deal team on investments. This role is office-based and acts as the front-of-house liaison with brokers, bankers, and attorneys, ensuring confidentiality and seamless operations.

You will manage calendars, travel, NDA flows, data room support, and prepare materials with precision, professional tone, and strong Microsoft 365 skills to uphold the firm's standards in deal execution.

Qualifications

• Three or more years of experience supporting senior executives or professional teams.
• Polished professional presence and excellent verbal communication; comfortable engaging senior external counterparties.
• Precise written communication, including flawless grammar, formatting, and proofreading in documents that leave the firm.
• Strong proficiency in Microsoft 365, including Outlook, Word, Excel, PowerPoint, SharePoint, and Teams.
• Exceptional organization and follow-through; able to run multiple concurrent workstreams without being reminded.
• Demonstrated discretion with confidential business and family information.

Responsibilities

• Serve as the first point of contact for brokers, investment bankers, attorneys, accountants, lenders, and sellers’ representatives, and represent the firm with professionalism and discretion in every exchange.
• Manage inbound deal correspondence: log incoming teasers and confidential information memoranda, route them to the Analyst for screening, and issue timely, courteous acknowledgments and declines on the deal team’s behalf.
• Administer the non-disclosure agreement flow - circulate, track, obtain signatures, and file executed copies - and maintain working-group lists for each live transaction.
• Schedule management meetings, site visits, diligence calls, and lender meetings across multiple external parties and time zones, and confirm logistics so the deal team walks into rooms that are ready.
• Maintain the firm’s contact database of intermediaries, advisors, and counterparties, and keep relationship records current after each interaction.
• Support data room administration, including user access, document uploads and indexing, and permission tracking; familiarity with virtual data room platforms such as Datasite is applied here.
• Track critical dates on live transactions - exclusivity periods, diligence deadlines, financing milestones, and closing dates - and keep them visible to the deal team.
• Assemble, format, and proofread outgoing deal materials, including indications of interest, letters of intent, investment memoranda, and closing sets, to a standard fit for external distribution.
• Coordinate signature execution and document delivery at closing, and confirm the executed record is complete and filed.
• Support post-closing administration, including distribution of closing sets, standing meeting cadences with operating teams, and lender reporting calendars.
• Manage calendars, travel, and expense reporting for the deal team, anticipating conflicts and protecting time for deep work.

Skills

Executive support

Communication skills

MS 365

Organization

Discretion

Education

Bachelor's degree

Tools

SharePoint

Teams

Datasite familiarity

NetSuite familiarity

Job description

The Woodlands, TX-based Dagen is seeking an Executive Assistant to support the deal team on investments. This role is office-based and acts as the front-of-house liaison with brokers, bankers, and attorneys, ensuring confidentiality and seamless operations.

You will manage calendars, travel, NDA flows, data room support, and prepare materials with precision, professional tone, and strong Microsoft 365 skills to uphold the firm's standards in deal execution.