Project Assistant

Key Responsibilities

• Cook up and oversee due diligence and quality control procedures on offering memorandums in connection with securities offerings.
• Collaborate with investment banking teams, auditors, and management to gather supporting materials.
• Create pitches and presentation materials for practice groups to secure or support client mandates.
• Conceptualize, write, produce, and disseminate client services communications, including internal newsletters, fact sheets, financial profiles, and client news.
• Compile data from various sources like client and firm financials, relationship maps, third-party data providers, and internal/external communications to generate ad-hoc reports and dashboards.
• Maintain awareness of industry trends, financial market dynamics, client news, and market trends, and share this knowledge with practice group teams.
• Manage checklists and critical dates lists, prepare UCC Financing Statements and other filings, and keep accurate time records.
• Operate efficiently in a technology-driven environment, demonstrating strong oral and written communication skills, organizational abilities, and the capacity to handle multiple projects simultaneously.

Qualifications

• A bachelor's degree or higher is required.
• Strong communication skills, impeccable research and analytical skills, ability to organize and track overlapping tasks, and the capacity to manage multiple projects and tight deadlines while maintaining high-quality standards.
• Proven creativity, problem-solving, decision-making, and analytical skills, excellent attention to detail, and proficiency with various software programs, including Microsoft Office Suite, Adobe Acrobat Professional, and others.
• Able to work overtime, including weekends and holidays with little to no advance notice.

Pay

New York: The anticipated full-time annualized salary range is $70,000-$75,000. The salary offer will be contingent upon various factors, including but not limited to, relevant experience, internal equity, market data, job location, and other job-related factors permitted by law.

Benefits

• Health and wellness plan
• Life and disability insurance
• Flexible spending accounts and a health savings account
• A 401(k) plan
• Profit sharing plan
• A substantial Paid Time Off (PTO) program

Equal Opportunity Employer

We are committed to providing equal employment opportunity to all applicants and employees in full compliance with all state, federal, and local laws prohibiting discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, age, disability or any other status protected by applicable law.