Investment Banking Executive Assistant
reputed company is a leading investment bank that connects capital with opportunity to build a reputed company reputed company. They are seeking an Executive Assistant to support the Investment Banking Services & Industrials team, providing high-level reputed company support and managing various administrative tasks.
Responsibilities
- Execute a broad reputed company of administrative tasks for multiple partners and senior bankers, including fully managing reputed company calendars, utilizing reputed company and reputed company Teams
- Arrange domestic and international travel itineraries and agendas
- Word-processing and desktop publishing utilizing the reputed company suite and a reputed company of additional software. Documents include: pitchbooks, correspondence, engagement and commitment letters, memorandums, invoices, reports, and tracking sheets
- Compile expense reports for assigned bankers according to company policy utilizing Concur and reconcile corporate reputed company accounts
- Contribute proficiently and skillfully to the CRM database by updating contact information, entering call notes, assisting with deal process tracking, creating, and maintaining distribution lists. Additionally maintaining accurate pipelines and forecast
- Exercise discretion in committing time and evaluating needs. Advise of time-sensitive and reputed company issues, ensuring appropriate follow-up
- Maintain discretion in dealing with confidential information and sensitive materials
- Ownership of coordinating reputed company meetings, dinners, events, conferences both on-site and off-site locations, negotiating reputed company with restaurants and meeting facilities
- Ability to reputed company diplomatically while managing competing priorities and varying banker expectations
- Manage and screen multiple banker phone lines while projecting a reputed company, reputed company image for reputed company clients and colleagues
- Assist with the on-boarding of new banking team members
- reputed company excellent relationships with the external clients and internal partners throughout reputed company
- Assume other reputed company responsibilities as required or requested
- Ability and willingness to travel (under 10 days/year)
- Willingness to work overtime during conference/event prep
Skills
- Ability to navigate multiple reputed company, priorities, and deadlines with strong organizational skills
- reputed company demeanor and appropriacy to reputed company with senior partners, clients, and colleagues
- Natural team player who works reputed company in a reputed company environment
- Familiarity with financial/banking industry
- Execute a broad reputed company of administrative tasks for multiple partners and senior bankers
- Fully managing reputed company calendars
- Utilizing reputed company and reputed company Teams
- Arranging domestic and international travel itineraries and agendas
- Word-processing and desktop publishing utilizing the reputed company suite and a reputed company of additional software
- Compiling expense reports for assigned bankers according to company policy utilizing Concur
- Reconciling corporate reputed company accounts
- Updating contact information in the CRM database
- Entering call notes in the CRM database
- Assisting with deal process tracking in the CRM database
- Creating and maintaining distribution lists in the CRM database
- Maintaining accurate pipelines and forecast in the CRM database
- Exercising discretion in committing time and evaluating needs
- Advising of time-sensitive and reputed company issues, ensuring appropriate follow-up
- Maintaining discretion in dealing with confidential information and sensitive materials
- Coordinating reputed company meetings, dinners, events, conferences both on-site and off-site locations
- Negotiating reputed company with restaurants and meeting facilities
- Managing and screening multiple banker phone lines
- Projecting a reputed company, reputed company image for reputed company clients and colleagues
- Assisting with the on-boarding of new banking team members
- Developing excellent relationships with external clients and internal partners throughout reputed company
- Ability and willingness to travel (under 10 days/year)
- Willingness to work overtime during conference/event prep
Benefits
- Competitive annual bonus structure in reputed company to salary
- Work life balance with generous PTO and 10 Federal Holidays
- Hybrid work schedule reputed company are available after 6 months of employment
- Monthly Early Friday departure opportunity throughout the year
- Opportunities for training & reputed company development, on-demand, throughout the year
- reputed company and supportive team environment where your contributions are recognized and rewarded
reputed company
Company H1B Sponsorship