Executive Assistant, Private Equity Performance Improvement - MAS

About the role

The Executive Assistant is an internal role within the Mergers & Acquisition Services (MAS) practice, reporting to the Operations Director. PEPI is a growing business targeting high growth in the next two to five years. The successful candidate will be a dedicated, people and solutions-oriented problem solver charged with end-to-end administrative initiatives.

Responsibilities

• Support the M&A Services Managing Directors in the following capacity:
• Manage and coordinate Managing Directors’ calendars efficiently through Outlook.
• Handle travel arrangements from planning to booking flights, hotels, and ground transportation.
• Prepare and submit expense reports for Managing Directors using Concur, ensuring timely reconciliation of corporate credit card transactions.
• Work closely with the staff to keep the team well informed of upcoming commitments and responsibilities, following up as appropriate.
• Accurately record Managing Directors’ hours in Agresso to support effective financial tracking and resource management.
• Review and process vendor invoices to ensure timely and accurate payment to vendors.
• Update Pipeline with current information as requested by Managing Directors or others on the respective team.
• Help plan, coordinate, and attend mid-year, year-end, and other internal or client-facing events as needed.
• Assist with department and operational activities/projects as needed and perform other work-related duties as assigned.
• Aid in the preparation of PPT decks and marketing materials for proposals; to include working across relationship management and marketing to obtain relevant materials.
• Support event planning along with travel 1-3 times per year.
• Assist in the recruitment function (as needed) including candidate interview scheduling and coordination.

Qualifications

• Minimum of 10 years' experience as an Executive Assistant or in Business Operations, preferably within consulting or professional services.
• Bachelor’s Degree preferred in relevant field of study or equivalent experience (Degree in business-related field a plus).
• Highly proficient in computer and calendaring skills, including Microsoft Office Suite, Concur, & SharePoint.
• Strong interpersonal and relationship-building skills, with the ability to effectively support multiple executives with diverse working styles.
• Demonstrates strong written and verbal communication skills with a focus on clarity, thoroughness, follow-through, and confidentiality.
• Able to work independently and as part of a team in a fast-paced environment.
• Strong project management and time management skills with a track record of meeting deadlines and working efficiently under pressure.
• Demonstrated flexibility and a proactive approach to acquiring new knowledge and tackling changing priorities.
• Flexible to work additional hours as required.