What are the responsibilities and job description for the M&A Execution Assistant position at Beacon Hill?
M&A Execution Assistant
Employment Type: Direct Hire
Salary: $79,000 - $80,000 Annually
Schedule: Monday-Friday - 8am-5pm, with occasional after hours required for critical tasks that arise and are urgent
Location: Downtown Minneapolis, full time onsite
Beacon Hill's Client is seeking an M&A Execution Assistant to support its investment banking and M&A advisory teams. This role offers hands-on exposure to live transactions and the opportunity to work closely with bankers in a fast-paced, high-performance environment.
This position is well-suited for a proactive, detail-driven professional who thrives in a collaborative setting, enjoys supporting complex workstreams, and is eager to build a deeper understanding of the M&A lifecycle.
The M&A Execution Assistant plays a key role in supporting transaction execution by providing administrative, organizational, and analytical support to deal teams. You will work closely with investment professionals, helping ensure transactions move efficiently while maintaining accuracy, professionalism, and confidentiality.
Transaction & Deal Support
- Prepare, revise, and distribute client-facing materials and internal documents used throughout the M&A process
- Support deal teams in assembling transaction-related materials such as company profiles, transaction timelines, and industry or market summaries
- Perform research and data gathering using CRM tools and external sources to support active engagements
- Participate in deal-related meetings, documenting key takeaways and monitoring follow-up items to ensure timely completion
- Coordinate calendars for multiple bankers, prioritizing meetings, managing conflicts, and proactively adjusting schedules as needed
- Arrange domestic and international travel and facilitate expense report processing
- Draft, format, and proofread professional correspondence while exercising sound judgment with confidential information
- Act as a central communication hub for assigned bankers, liaising with internal teams across the organization
- Organize logistics for meetings and events, including conference room scheduling, catering, and audiovisual support
- Partner with other Execution Assistants and administrative team members to provide consistent coverage and seamless support
- Advanced proficiency in Microsoft Office, with a strong emphasis on PowerPoint and Excel
- Demonstrated experience refining and formatting polished, client-ready presentations
- Ability to organize, maintain, and track data in Excel to support transaction workflows
- Strong Outlook capabilities, including complex calendar management and contact organization
- This is a full-time, onsite position
- The team values in-person collaboration and real-time support within a fast-moving advisory setting
Core Competencies
- Proactive & Responsive: Anticipates needs, stays ahead of priorities, and communicates effectively
- Detail-Oriented & Reliable: Consistently delivers accurate, high-quality work
- Team-Focused: Willing to adapt and support colleagues as priorities evolve
- Discreet & Professional: Handles sensitive information with care and sound judgment
- Curious & Growth-Minded: Interested in learning the M&A process and growing within the role
- The nature of M&A advisory work requires flexibility
- Occasional after-hours email responsiveness is expected to remain aligned with deal activity and time-sensitive needs
- 1 year of experience in a fast-paced, professional environment (financial services or professional services experience preferred)
- Bachelor's degree
- Strong working knowledge of Microsoft Outlook, Word, Excel, and PowerPoint, including heavy calendar management and presentation support
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future (TM)
Salary : $79,000 - $80,000