Coordinate the full administrative lifecycle of investment banking deals, including new client/project setup, compliance tracking, and deal closure documentation.
Provide direct support to the President of Investment Banking on monthly reports, dashboards, special projects, and executive-level administrative tasks.
Assist analysts, associates, vice presidents, and managing directors with day-to-day administrative needs and cross-functional support.
Manage billing and financial workflows by drafting and routing invoices, obtaining approvals, coordinating with accounting, and ensuring project-related expenses are accurately billed.
Maintain organized and up-to-date internal client files.
Coordinate recurring internal meetings, including scheduling, virtual meeting setup, and preparation of supporting materials.
Collaborate with administrative team members across Investment Banking offices to ensure continuity of support and share best practices.
Support recruiting efforts, including interview scheduling, candidate travel logistics, and expense reimbursements.

Requirements

Bachelor’s or associate degree from an accredited institution, or equivalent combination of education and experience.
3+ years of experience in an administrative support role, preferably in investment banking, financial services, or a professional services environment.
Exceptional organizational, multitasking, and problem-solving skills.
Excellent verbal and written communication abilities.
High attention to detail with a strong commitment to accuracy.
Ability to work independently, manage sensitive information discreetly, and adapt to changing priorities.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Experience with Salesforce, NetSuite, DealCloud, or similar CRM/ERP systems is a plus.

Benefits

paid employee medical insurance
life insurance and long-term disability
additional benefit options
strong 401(k) plan
paid time off
parental leave

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

administrative supportbilling workflowsfinancial workflowscompliance trackingproject managementreportingdata organizationmultitaskingproblem-solvingdocument management

Soft Skills

organizational skillscommunication skillsattention to detailindependenceadaptabilitycollaborationtime managementdiscretionsupportiveinterpersonal skills