Investment Banking Executive Assistant

Piper Sandler is a leading investment bank that connects capital with opportunity to build a better future. They are seeking an Executive Assistant to support the Investment Banking Services & Industrials team, providing high-level professional support and managing various administrative tasks.

Responsibilities

• Execute a broad variety of administrative tasks for multiple partners and senior bankers, including fully managing active calendars, utilizing Zoom and Microsoft Teams
• Arrange domestic and international travel itineraries and agendas
• Word-processing and desktop publishing utilizing the Microsoft suite and a variety 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 Visa 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 priority issues, ensuring appropriate follow-up
• Maintain discretion in dealing with confidential information and sensitive materials
• Ownership of coordinating internal and external meetings, dinners, events, conferences both on-site and off-site locations, negotiating contracts with restaurants and meeting facilities
• Ability to perform diplomatically while managing competing priorities and varying banker expectations
• Manage and screen multiple banker phone lines while projecting a positive, professional image for all clients and colleagues
• Assist with the on-boarding of new banking team members
• Develop excellent relationships with the external clients and internal partners throughout the company
• Assume other related 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 projects, priorities, and deadlines with strong organizational skills
• Professional demeanor and appropriacy to interact with senior partners, clients, and colleagues
• Natural team player who works well in a collaborative environment
• Familiarity with financial/banking industry
• Execute a broad variety of administrative tasks for multiple partners and senior bankers
• Fully managing active calendars
• Utilizing Zoom and Microsoft Teams
• Arranging domestic and international travel itineraries and agendas
• Word-processing and desktop publishing utilizing the Microsoft suite and a variety of additional software
• Compiling expense reports for assigned bankers according to company policy utilizing Concur
• Reconciling corporate Visa 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 priority issues, ensuring appropriate follow-up
• Maintaining discretion in dealing with confidential information and sensitive materials
• Coordinating internal and external meetings, dinners, events, conferences both on-site and off-site locations
• Negotiating contracts with restaurants and meeting facilities
• Managing and screening multiple banker phone lines
• Projecting a positive, professional image for all clients and colleagues
• Assisting with the on-boarding of new banking team members
• Developing excellent relationships with external clients and internal partners throughout the company
• Ability and willingness to travel (under 10 days/year)
• Willingness to work overtime during conference/event prep

Benefits

• Competitive annual bonus structure in addition to salary
• Work life balance with generous PTO and 10 Federal Holidays
• Hybrid work schedule options are available after 6 months of employment
• Monthly Early Friday departure opportunity throughout the year
• Opportunities for training & professional development, on-demand, throughout the year
• Collaborative and supportive team environment where your contributions are recognized and rewarded

Company Overview

Company H1B Sponsorship