M&A Execution Assistant

PNC Financial Services Group, Inc.; Richmond (VA); On-site; USD 70,000 - 75,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

401(k) with company match

Paid time off

Maternity and parental leave

Job summary

Harris Williams seeks an M&A Execution Assistant to support deal coordination and client deliverables. You will work closely with investment bankers, gaining exposure to live transactions while providing essential execution and administrative support.

The role emphasizes proactive, detail-oriented work in a fast-paced, collaborative environment. A Bachelor’s degree and 1+ years of experience are expected, with advanced MS Office skills for polished client presentations.

Qualifications

• 1+ years of experience in a fast-paced professional environment (financial or professional services preferred).
• Bachelor’s degree required.
• Proficient in Microsoft Office; strong formatting of client presentations in PowerPoint and Excel.

Responsibilities

• Assist in preparation, editing, and distribution of client deliverables and marketing materials throughout the M&A process.
• Develop transaction materials, company overviews, and industry/news summaries with deal teams.
• Conduct research using the CRM and external resources to support active engagements.
• Attend deal-related meetings, capture key points, and track follow-up items.
• Manage calendars and scheduling for multiple bankers, prioritizing meetings and resolving conflicts.

Skills

Calendar Management

Office Administration

Organizing

Presentation Development

Prioritization

Education

Bachelor’s degree

Tools

Outlook

PowerPoint

Excel

Word

Job description

Position Overview Harris Williams will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description Title

M&A Execution Assistant (Deal Coordination Assistant, M&A)

We are a global investment bank specializing in M&A and private capital advisory services. Clients worldwide rely on us to help unlock value in their business and turn ambitious goals into reality. We approach every engagement with boundless collaboration, pooling expertise and relationships across industries, service offerings, and geographies. For over 35 years, our clients have trusted us to think strategically, execute precisely, and deliver premium outcomes to help them grow. We are ambitious in our goals and steadfast in the belief that clients deserve our very best. To achieve our highest aspiration, we invest in world-class, team-oriented individuals who are smart, driven, and principled – those who are eager to be part of something bigger than themselves. When you join Harris Williams, you are welcomed into a collegial environment where every individual has the opportunity to make an impact in a powerful and significant way. We invite you to learn more about careers at Harris Williams.

The Role

Execution Assistants play a critical role in supporting the firm’s M&A advisory efforts. In this position, you will partner closely with investment bankers, gaining exposure to live transactions while providing essential execution and administrative support. This role is ideal for someone who is proactive, detail-oriented, intellectually curious, and energized by working in a fast-paced, collaborative environment. This is an administrative and deal-coordination support role rather than an investment banking analyst position.

Why This Role is Unique

As an M&A Execution Assistant, you will sit at the center of live deal activity, working directly alongside investment bankers from kickoff through close. You will build organizational, communication, and deal-coordination skills inside a collegial, fast-moving team that values initiative and invests in your development.

Core Responsibilities

• M&A Execution Support: Assist in the preparation, editing, and distribution of client deliverables and marketing materials throughout the M&A process
• Partner with deal teams to develop transaction materials, including company overviews, transaction histories, and industry or news summaries
• Conduct research and collect data using the firm’s CRM and external resources to support active engagements
• Attend deal-related meetings, capture key discussion points, and track follow-up action items
• Banker Support: Manage calendars and scheduling for multiple bankers, proactively prioritizing meetings and resolving conflicts
• Coordinate domestic and international travel arrangements and process expense reports
• Draft and format professional communications while handling sensitive information with discretion
• Team & Office Coordination: Serve as a central point of communication for your banking team, coordinating with colleagues across the firm
• Plan and manage logistics for meetings and events, including conference rooms, catering, and A/V needs
• Collaborate with other Execution Assistants and administrative professionals to ensure seamless coverage and team support

Job Specific Competencies, Education and Experience

• Required 1+ years of experience in a professional, fast-paced environment (financial or professional services experience preferred)
• Bachelor’s degree
• Strong proficiency in Microsoft Office, including advanced calendar and contact management in Outlook and polished, detail-oriented formatting of client-facing presentations in PowerPoint and Excel
• Comfort organizing and maintaining data in Excel to support deal execution and tracking

Competencies

• Proactive & Responsive: Anticipates needs, stays ahead of tasks, and communicates clearly in a dynamic environment
• Detail-Oriented & Accountable: Takes pride in delivering high-quality, accurate work
• Collaborative: Works well across teams and is willing to pitch in when priorities shift
• Discreet & Professional: Handles confidential information with sound judgment and tact
• Intellectually Curious: Interested in learning the M&A process end-to-end and growing within the role

Our Culture & Growth

When you join Harris Williams, you step into a highly collaborative, high-expectations environment where individuals are empowered to take ownership and make a visible impact. We value curiosity, accountability, and a strong team-first mindset. This is an environment where you will be expected to lean in, contribute meaningfully, and grow quickly, working alongside passionate colleagues who are committed to excellence and continuous improvement.

Additional Information

Candidates must be authorized to work in the U.S. without sponsorship.

Work Arrangement: This is a full-time, in-office role. The team values in-person collaboration and real-time support in a fast-paced advisory environment.

Work Style & Expectations: The nature of M&A advisory work occasionally requires flexibility. Light after-hours email responsiveness is expected to stay aligned with deal teams and time-sensitive priorities.

This description reflects the core responsibilities of the role but is not intended to be all-inclusive. Responsibilities and focus areas may evolve based on business needs.

Disclaimer

Harris Williams will not accept unsolicited resumes from contingency recruiters. Any such resumes received will not be considered as legitimate submissions, and Harris Williams will not pay for the placement of a candidate resulting from the receipt of an unsolicited resume. Furthermore, Harris Williams strictly forbids any contingency recruiter from representing the firm in the market without prior consent.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

• Calendar Management
• Office Administration
• Organizing
• Presentation Development
• Prioritization
• Researching Competencies Accuracy and Attention to Detail, Confidentiality, Desktop Tools, Effective Communications, Flexibility and Adaptability, Office Administration Work Experience Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
• Language Assessments No Required or Preferred Language Assessments

Education Associates Certifications

• Required Certification(s) No Required Certification(s)
• Licenses No Required License(s)

Pay Transparency

Base Salary: $70,000.00 – $75,000.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Benefits

• Medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options
• Employee and spouse/child life insurance
• Short and long-term disability protection
• 401(k) with PNC match, pension and stock purchase plans
• Dependent care reimbursement account
• Back-up child/elder care
• Adoption, surrogacy, and doula reimbursement
• Educational assistance, including select programs fully paid
• A robust wellness program with financial incentives
• Paid time off, depending on your eligibility
• Maternity and/or parental leave
• Up to 11 paid holidays each year
• 9 occasional absence days each year, unless otherwise required by law
• Between 15 to 25 vacation days each year, depending on career level
• Years of service
• To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

We are a global investment bank specializing in M&A and private capital advisory services. Clients worldwide rely on us to help unlock value in their business and turn ambitious goals into reality. We approach every engagement with boundless collaboration, pooling expertise and relationships across industries and geographies. For over 30 years, our clients have trusted us to think strategically, execute precisely, and deliver superior outcomes to help them grow. We are ambitious in our goals and steadfast in the belief that clients deserve our very best. To achieve our highest aspiration, we invest in world-class, team-oriented individuals who are smart, driven, and principled – those who are eager to be part of something bigger than themselves. When you join Harris Williams, you are welcomed into a collegial environment where every individual has the opportunity to make an impact in a powerful and significant way.