M&A Execution Assistant
Harris Williams & Co., Minneapolis, MN, United States
Execution Assistant
Harris Williams will not provide sponsorship for employment visas or participate in STEM OPT for this position.
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.
About the Role
Execution Assistants play a critical role in supporting the firm's M&A advisory efforts. In this position, you will partner closely with investment bankers, gaining exposure to live transactions while providing essential execution and administrative support.
This role is ideal for someone who is proactive, detail-oriented, intellectually curious, and energized by working in a fast-paced, collaborative environment.
Key Responsibilities
M&A Execution Support
Assist in the preparation, editing, and distribution of client deliverables and marketing materials throughout the M&A process
Partner with deal teams to develop transaction materials, including company overviews, transaction histories, and industry or news summaries
Conduct research and collect data using the firm's CRM and external resources to support active engagements
Attend deal-related meetings, capture key discussion points, and track follow-up action items
Banker Support
Manage calendars and scheduling for multiple bankers, proactively prioritizing meetings and resolving conflicts
Coordinate domestic and international travel arrangements and process expense reports
Draft and format professional communications while handling sensitive information with discretion
Team & Office Coordination
Serve as a central point of communication for your banking team, coordinating with colleagues across the firm
Plan and manage logistics for meetings and events, including conference rooms, catering, and A/V needs
Collaborate with other Execution Assistants and administrative professionals to ensure seamless coverage and team support
Technical & Professional Skills
Strong proficiency in Microsoft Office, particularly PowerPoint and Excel
Experience formatting and polishing client-facing presentations with a high attention to detail
Comfort organizing and maintaining data in Excel to support deal execution and tracking
Advanced Outlook skills, including complex calendar and contact management
Work Environment
This is a full-time, in-office role. The team values in-person collaboration and real-time support in a fast-paced advisory environment.
What We're Looking For
Key Competencies
Proactive & Responsive: Anticipates needs, stays ahead of tasks, and communicates clearly in a dynamic environment
Detail-Oriented & Accountable: Takes pride in delivering high-quality, accurate work
Collaborative: Works well across teams and is willing to pitch in when priorities shift
Discreet & Professional: Handles confidential information with sound judgment and tact
Intellectually Curious: Interested in learning the M&A process end-to-end and growing within the role
Work Style & Expectations: The nature of M&A advisory work occasionally requires flexibility. Light after-hours email responsiveness is expected to stay aligned with deal teams and time-sensitive priorities.
Qualifications
1+ years of experience in a professional, fast-paced environment (financial or professional services experience preferred)
Bachelor's degree
Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint), including heavy calendar management and presentation formatting
Authorized to work in the U.S. without sponsorship
Harris Williams will not provide sponsorship for employment visas or participate in STEM OPT for this position.
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.
About the Role
Execution Assistants play a critical role in supporting the firm's M&A advisory efforts. In this position, you will partner closely with investment bankers, gaining exposure to live transactions while providing essential execution and administrative support.
This role is ideal for someone who is proactive, detail-oriented, intellectually curious, and energized by working in a fast-paced, collaborative environment.
Key Responsibilities
M&A Execution Support
Assist in the preparation, editing, and distribution of client deliverables and marketing materials throughout the M&A process
Partner with deal teams to develop transaction materials, including company overviews, transaction histories, and industry or news summaries
Conduct research and collect data using the firm's CRM and external resources to support active engagements
Attend deal-related meetings, capture key discussion points, and track follow-up action items
Banker Support
Manage calendars and scheduling for multiple bankers, proactively prioritizing meetings and resolving conflicts
Coordinate domestic and international travel arrangements and process expense reports
Draft and format professional communications while handling sensitive information with discretion
Team & Office Coordination
Serve as a central point of communication for your banking team, coordinating with colleagues across the firm
Plan and manage logistics for meetings and events, including conference rooms, catering, and A/V needs
Collaborate with other Execution Assistants and administrative professionals to ensure seamless coverage and team support
Technical & Professional Skills
Strong proficiency in Microsoft Office, particularly PowerPoint and Excel
Experience formatting and polishing client-facing presentations with a high attention to detail
Comfort organizing and maintaining data in Excel to support deal execution and tracking
Advanced Outlook skills, including complex calendar and contact management
Work Environment
This is a full-time, in-office role. The team values in-person collaboration and real-time support in a fast-paced advisory environment.
What We're Looking For
Key Competencies
Proactive & Responsive: Anticipates needs, stays ahead of tasks, and communicates clearly in a dynamic environment
Detail-Oriented & Accountable: Takes pride in delivering high-quality, accurate work
Collaborative: Works well across teams and is willing to pitch in when priorities shift
Discreet & Professional: Handles confidential information with sound judgment and tact
Intellectually Curious: Interested in learning the M&A process end-to-end and growing within the role
Work Style & Expectations: The nature of M&A advisory work occasionally requires flexibility. Light after-hours email responsiveness is expected to stay aligned with deal teams and time-sensitive priorities.
Qualifications
1+ years of experience in a professional, fast-paced environment (financial or professional services experience preferred)
Bachelor's degree
Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint), including heavy calendar management and presentation formatting
Authorized to work in the U.S. without sponsorship