M&A Execution Assistant

M&A Execution Assistant | San Francisco | $90,000–$97,000 Base Bonus 401(k)

A highly respected global investment bank is seeking a sharp, detail-oriented M&A Execution Assistant to support a high-performing investment banking team. This is an exceptional opportunity to work closely with senior bankers, gain direct exposure to live M&A transactions, and play a key role in deal execution within a fast-paced, collaborative environment.

This role is ideal for someone who is proactive, highly organized, intellectually curious, and excited to grow within the investment banking and M&A space.

What You’ll Do

• Support end-to-end M&A execution, including preparation and formatting of client deliverables and marketing materials

• Assist deal teams with transaction materials such as company overviews, industry research, and data gathering

• Conduct research using internal systems and external sources to support live transactions

• Attend deal-related meetings, capture notes, and track key follow-ups and action items

• Manage complex calendars across multiple bankers, prioritizing meetings and resolving scheduling conflicts

• Coordinate domestic and international travel arrangements and process expense reports

• Draft, format, and refine professional communications with discretion and accuracy

• Serve as a central coordination point for the deal team across internal stakeholders

• Support meeting and event logistics including conference rooms, A/V, and catering

• Collaborate with other administrative professionals to ensure seamless team coverage

• Anticipate needs, stay ahead of priorities, and help drive execution efficiency

What We’re Looking For

• 1 years of experience in a fast-paced, professional environment (financial services or advisory preferred)

• Bachelor’s degree required

• Strong proficiency in Microsoft Office (Outlook, PowerPoint, Excel, Word)

• Advanced calendar management and scheduling experience

• High attention to detail with strong formatting and presentation skills

• Strong written and verbal communication skills

• Highly organized, proactive, and able to manage competing priorities

• Comfortable working in a fast-paced, time-sensitive environment

• Discreet, professional, and trusted with confidential information

• Intellectual curiosity and interest in learning the M&A process end-to-end

Role Details

Full-time, in-office role with occasional remote Fridays

Exposure to live M&A transactions and senior-level deal teams

Occasional after-hours responsiveness required due to deal activity

Compensation

$90,000 – $97,000 base salary bonus 401(k) full benefits

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