Executive Assistant to Investment Banking Team

Lincoln International; Chicago (IL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Bonus pay

Benefits package

Job summary

Lincoln International is seeking an Executive Assistant to join its rapidly growing team in Illinois. You will support a team of investment bankers, manage complex calendars, coordinate domestic and international travel, and handle confidential information with discretion.

The role requires at least 5 years of senior-level administrative experience, a Bachelor’s degree, and proficiency in Microsoft Office alongside Salesforce and Concur.

Qualifications

• Minimum of 5 years of comprehensive administrative experience supporting senior executives, preferably in professional services, financial services or investment banking
• Bachelor’s degree required
• Ability to manage complex calendars, travel and high-priority workloads
• Strong proficiency in Microsoft Office; experience with Salesforce and Concur; adaptable and proactive

Responsibilities

• Provide day-to-day administrative support to a team of investment bankers, including calendar management, meeting coordination, travel and expense management
• Coordinate domestic and international travel, including flights, hotels and ground transportation, and process expenses through Concur
• Develop understanding of the Valuations & Opinions Group and engagement lifecycle to anticipate team needs
• Maintain engagement, contact and meeting information in Salesforce; track progress and support marketing lists
• Research companies and contacts to support active engagements and post-close marketing initiatives
• Assist with invoicing and aged receivable follow-up
• Prepare and edit Word documents, PowerPoint presentations and Excel files
• Coordinate with Lincoln’s U.S. and international offices to schedule meetings and deliver presentation materials
• Handle inquiries professionally and maintain confidentiality
• Take ownership of administrative projects as needed

Skills

Executive support

Calendar management

Travel planning

Microsoft Office

Salesforce/Concur familiarity

Communication skills

Education

Bachelor's degree

Tools

Salesforce

Concur

Microsoft Office

Job description

Lincoln International is seeking an Executive Assistant to join its rapidly growing team in Illinois. You will support a team of investment bankers, manage complex calendars, coordinate domestic and international travel, and handle confidential information with discretion.

The role requires at least 5 years of senior-level administrative experience, a Bachelor’s degree, and proficiency in Microsoft Office alongside Salesforce and Concur.