Position Overview

We are a global investment bank specializing in M&A and private capital advisory services. Clients worldwide rely on us to help unlock value in their business and turn ambitious goals into reality. We approach every engagement with boundless collaboration, pooling expertise and relationships across industries, service offerings, and geographies. For over 30 years, our clients have trusted us to think strategically, execute precisely, and deliver premium outcomes to help them grow.

We are ambitious in our goals and steadfast in the belief that clients deserve our very best. To achieve our highest aspiration, we invest in world-class, team-oriented individuals who are smart, driven, and principled - those who are eager to be part of something bigger than themselves. When you join Harris Williams, you are welcomed into a collegial environment where every
individual has the opportunity to make an impact in a powerful and significant way. We invite you to learn more about careers at Harris Williams.

Job Description

The Role:
We are seeking a motivated and detail-oriented Executive Assistant I to become the center of communication for a team of investment bankers. In this role you will keep your team organized and running smoothly, managing complex calendars, coordinating travel, and executing the details behind meetings and conferences. Working closely with our Operating Support Staff and your teammates in a fast-paced environment with constantly shifting priorities, you will be a dependable partner who is always ready to pitch in and help the team succeed.

Why This Role is Unique
This is an ideal opportunity to build a career at a premier M&A and private capital advisory firm from a seat at the center of the action. You will work directly alongside investment bankers, gain first hand exposure to the deal process from pitch to close, and receive role-specific training designed to set you up for success. Over time, you will have the chance to take on special projects,
streamline how the team works, and grow your responsibilities as you grow your skills, all within a collaborative, one-firm culture that invests in its people.

Core Responsibilities:
Communication Hub: Operate as the center of communication for your team, preparing professional business
communications and serving as the point of contact between your bankers and the rest of the firm.
Calendar Management: Manage complex calendars for multiple executives, prioritizing schedules and identifying
and resolving conflicts as they arise.
Logistics & Travel Coordination: Coordinate domestic and international travel arrangements.
Expense & CRM Management: Prepare accurate, timely expense reports and keep the team’s CRM current, logging
client contacts and touchpoints so relationships are well tracked to support business development.
Meeting & Conference Execution: Plan and execute the details of meetings and conferences, including conference
room reservations, catering, audio/video needs, and all other essential services.
Team Collaboration: Work day-to-day with the Operating Support Staff and your teammates, pitching in wherever
needed to keep the team running smoothly.

Job Specific Competencies, Education and Experience:
Required
2+ years of related experience
Proficiency in the Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and Teams
Ability to manage heavy calendar and contact management responsibilities
Editing and formatting skills in PowerPoint using templates
Preferred
Experience managing multiple executive inboxes, prioritizing emails, and responding on a banker’s behalf as
appropriate
General Excel formula capabilities to organize data and build out dashboard requests
Interest in learning the M&A and private capital advisory deal process from pitch to close
Familiarity with Concur for expense reporting and CRM systems is a plus, as is the ability to learn new tools quickly
Experience in finance or professional services is a plus but not required
Comfortable using technology, including AI tools, to streamline workflows and drive efficiency
Competencies
Proactive and self-starting: you ask “what’s next?”, work ahead, and exhaust available resources before asking for
direction.
Collaborative and humble: you approach tasks with humility and enthusiasm, share ideas and credit, and view
challenging tasks as opportunities to grow.
Detail-oriented…