M&A Sales Assistant

Bainbridge; United States; Remote; USD 10,000 - 60,000; Full time

Job summary

An established industry player is seeking a Mergers & Acquisitions Sales Assistant to support their dynamic M&A team. This role offers the chance to engage in high-stakes transactions while honing your skills in a fast-paced environment. You'll be responsible for maintaining transaction records, preparing client materials, and ensuring smooth communication among stakeholders. If you are detail-oriented, proactive, and eager to learn, this position provides an excellent opportunity for growth in the financial services sector. Join a team that values collaboration and innovation as you contribute to exciting projects in the investment banking space.

Benefits

Health Insurance

Vision Insurance

Dental Insurance

Wellness Services

Retail Discounts

Qualifications

• Experience in administrative support or sales support roles, preferably in M&A or finance.
• Strong organizational skills and ability to handle multiple tasks.

Responsibilities

• Create and input deal summaries and client information into the CRM system.
• Assist with drafting client-facing materials and scheduling meetings.

Skills

Organizational Skills

Attention to Detail

Communication Skills

Writing Skills

Problem-Solving

Education

BA/BS in Business Administration

BA/BS in Economics

BA/BS in Finance

Tools

Microsoft Office Suite

CRM Software

Job description

Mergers & Acquisitions (M&A) Sales Assistant

Bainbridge
Location: Remote digital office (work from home), must be U.S. based and available to work during EST business hours.
Pay scale: $18.00-$20.00 per hour + bonus
Position type: Full-Time/ Hourly/ Non-Exempt
Benefits: We know it is our people that make the difference, and we are excited to offer a comprehensive benefits package including health, vision, and dental insurance, as well as wellness services and retail discounts.
Start Date: Immediately
How to Apply: Interested candidates should submit a PDF version of resume and a brief letter of interest.

About Us

Bainbridge is a leading financial services firm, serving the top private equity funds and corporations with their investment needs. We have completed over $5 billion in small- to mid-cap acquisitions in all market sectors including technology, healthcare, automation, global supply chain, machine learning, and energy. We are experiencing exciting growth into the investment banking and fintech arenas and looking for results-driven and collaborative professionals to join our team.

Position Summary

The Mergers & Acquisitions (M&A) Sales Assistant will support the M&A team in various sales and administrative functions, contributing to the smooth operation of the department. This role requires excellent organizational skills, attention to detail, and a solid understanding of M&A processes. The ideal candidate will have experience in an administrative support role within professional services, be a self-starter, polished, and eager to learn. The role offers opportunities for growth and exposure to the M&A process while contributing to high-stakes transactions.

Key Responsibilities

• Accurately create and input deal summaries, client information, and other relevant data into the CRM system.
• Maintain and update transaction records to ensure consistency and completeness of information.
• Help prepare client-facing materials.
• Screen and prioritize incoming emails from all stakeholders to ensure timely responses.
• Assist with drafting and organizing responses to emails, ensuring clarity and professionalism.
• Coordinate the scheduling of client meetings and conference calls, ensuring that all parties are aligned on timing and expectations.
• Maintain confidentiality of sensitive business and financial information throughout the transaction process.
• Follow firm protocols to ensure secure handling of confidential documents, client data, and deal details.
• Assist the M&A team with general administrative tasks to ensure efficient workflow.

Qualifications

• BA/BS degree in Business Administration, Economics, Finance, or a related field.
• Previous experience in administrative support or sales support roles, preferably within the M&A, private equity, finance, or corporate services sectors.
• Strong organizational skills and attention to detail, with the ability to handle multiple tasks simultaneously.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Experience with CRM software.
• Excellent writing skills with experience creating and responding to professional correspondence.
• Excellent communication skills, able to interact effectively with internal and external stakeholders.
• Ability to work under pressure and meet deadlines while maintaining a high level of accuracy.
• Ability to anticipate issues and proactively seek solutions.
• Team player who works collaboratively in a team-oriented environment while managing individual responsibilities.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales and Business Development

Industries

• Business Consulting and Services