M&A Execution Assistant

About 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

Required 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, 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

Core 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.

Work Arrangement & Expectations

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

Pay

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

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include:

• 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
• 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 and years of service

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

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