M&A Execution Assistant

Jobtailor; Richmond (VA); On-site; USD 45,000 - 60,000; Full time

Job summary

Jobtailor in Richmond, VA is seeking a proactive Execution Assistant to support M&A deal teams with client deliverables, calendars, travel, and logistics. You will prepare and format communications, maintain data in CRM, and coordinate meetings with domestic and international stakeholders.

This role requires 1+ years in a fast-paced environment, proficiency in Microsoft Office, Outlook calendar mastery, and strong attention to detail.

Qualifications

• 1+ years of experience in a professional, fast-paced environment.
• Financial or professional services experience preferred
• Bachelor’s degree
• Strong proficiency in Microsoft Office
• Advanced calendar and contact management in Outlook
• Polished, detail-oriented formatting of client-facing presentations in PowerPoint and Excel
• Experience organizing and maintaining data in Excel
• Candidates must be authorized to work in the U.S. without sponsorship
• Typically requires 3+ years of experience according to the qualifications section

Responsibilities

• Assist in preparing, editing, and distributing client deliverables and marketing materials throughout the M&A process
• Partner with deal teams to develop company overviews, transaction histories, and industry or news summaries
• Conduct research and collect data using the firm’s CRM and external resources
• Attend deal-related meetings, capture discussion points, and track follow-up action items
• Manage calendars and scheduling for multiple bankers
• Prioritize meetings and resolve scheduling conflicts
• Coordinate domestic and international travel arrangements
• Process expense reports
• Draft and format professional communications while handling sensitive information discreetly
• Serve as a central communication point for the banking team
• Coordinate 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
• Provide light after-hours email responsiveness for deal teams and time-sensitive priorities

Skills

Microsoft Office Proficiency

Calendar Management in Outlook

Data Organization in Excel

Client-Facing Presentation Formatting

Experience in Financial Services

Education

Bachelor’s degree

Tools

CRM Systems

Microsoft PowerPoint

Microsoft Excel

Outlook

Job description

• Assist in preparing, editing, and distributing client deliverables and marketing materials throughout the M&A process


• Partner with deal teams to develop company overviews, transaction histories, and industry or news summaries


• Conduct research and collect data using the firm’s CRM and external resources


• Attend deal-related meetings, capture discussion points, and track follow-up action items


• Manage calendars and scheduling for multiple bankers


• Prioritize meetings and resolve scheduling conflicts


• Coordinate domestic and international travel arrangements


• Process expense reports


• Draft and format professional communications while handling sensitive information discreetly


• Serve as a central communication point for the banking team


• Coordinate 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


• Provide light after-hours email responsiveness for deal teams and time-sensitive priorities

Requirements

• 1+ years of experience in a professional, fast-paced environment


• Financial or professional services experience preferred


• Bachelor’s degree


• Strong proficiency in Microsoft Office


• Advanced calendar and contact management in Outlook


• Polished, detail-oriented formatting of client-facing presentations in PowerPoint and Excel


• Experience organizing and maintaining data in Excel


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


• Comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree


• Typically requires 3+ years of experience according to the qualifications section

Core Competencies

Demonstrates strong organizational and communication skills while managing multiple priorities in a fast-paced environment. Proficient in Microsoft Office, particularly in creating polished presentations and managing data effectively.

Highest-signal resume keywords

• Microsoft Office Proficiency


• Calendar Management in Outlook


• Data Organization in Excel


• Client-Facing Presentation Formatting


• Experience in Financial Services

ATS Optimization Keywords

Hard Skills

• Data Collection


• Client Deliverable Preparation


• Expense Report Processing


• Meeting Logistics Management


• Research Conducting

Soft Skills

• Detail-Oriented


• Polished Communication


• Team Collaboration


• Problem Solving

Industry Keywords

• M&A Process


• Professional Services


• Fast-Paced Environment


• Client Communications

Tools & Technologies

• CRM Systems


• Microsoft PowerPoint


• Microsoft Excel


• Outlook