Position Overview

Job Description

TITLE:  M&A Execution Assistant

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. 

Why HW

• Diverse responsibilities:  You will operate as the center of communications for your team; assist in preparation, editing and distribution of key deliverables throughout the deal process; conduct research, update materials and collect data using HW’s customer relationship management system (CRM) and other external resources. You will coordinate travel arrangements and expense reports. You will plan and execute details related to meetings and conferences, such as conference room reservations, catering, audio/video needs and all other essential services.

• Collaborative work environment: You will be the point of contact for your team of bankers to the rest of the group and will collaborate effectively with colleagues at all levels. You will work closely with other members of the deal team to create deal materials which include company overviews, transaction history, news articles, etc. and attend deal-related meetings and identify subsequent action items. In a fast-paced environment with constantly shifting priorities, willingness to pitch in to assist others is essential.
• Professional development: We care about your training and development. New employees will participate in role specific training designed to set you up for success. You will assist in developing Market/Industry Updates and reports; research industry trends, building a robust understanding of the deal team’s industry.
• Engaging culture: We believe talent is our greatest asset. Our people exemplify a team over individual culture, and participate in team-building events, both regional and companywide. In this role you will be a champion of HW’s “one firm” mentality.

About The Role

Harris Williams fosters an inclusive culture through hiring quality people who are committed, tenacious, and principled – dedicated to achieving the right results for our clients, the right way. We are committed to building a unique firm by valuing and developing talent. Execution Assistants play an integral role in supporting the firm’s merger and acquisition advisory activities. As an Execution Assistant, you will have a high-level of exposure to specific Industry Group teams and complete critical tasks, initiatives, and special projects related to the firm’s M&A execution efforts.

Employees who thrive at Harris Williams demonstrate the following:

• Approach all tasks with humility, collaboration and enthusiasm
  • View challenging tasks as opportunities for growth
  • Share ideas and credit among peers and teammates
  • Learn from mentors and serve as mentor to junior team members, over time
• Be responsive
  • This is an in-office role. Light after hour email usage expected
  • Acknowledge requests and clarify deadlines as needed
  • Stay aligned with your team on active workstreams and upcoming tasks
• Take pride in your work product
  • Proofread your work to ensure accuracy before distributing
  • Seek feedback from your bankers during and after project completion
  • Ask “What’s next?” Work ahead instead of waiting for direction from your team
  • Maintain confidentiality and effectively handle highly sensitive and personal information with sound judgement, tact, and discretion
• Articulate thoughts and ideas to your teammates and clients both verbally and in writing
  • As you gain confidence through experience, willingness to speak up during internal discussions
  • Operate as a mentor among peers, offering support, backup or best practices that may enhance others’ experience or performance
• Be a self-starter
  • Exhaust available resources, including desktop research, leaning on more experienced peers for advice/guidance
  • Offer creative suggestions as you grow into the role to enhance or create efficiency in existing processes
  • Proactively identify potential conflicts/issues and propose potential solutions
• Be intellectually curious and have a teachable spirit
  • Ask questions along to way to deepen your understanding of M&A process and your industry group
  • Understand the deal process from pitch to close.  Know where your team of bankers are in the process at any given time, to anticipate potential needs or conflicts

Desired Job Specific Competencies, Education and Experience:

• Proficient in MS Office, MS Outlook, Word, Excel and PowerPoint
  • Heavy calendar and contact management
  • General Excel formula capabilities to organize data, build out specific dashboard requests, etc.
  • Editing and formatting expertise in PowerPoint utilizing templates

Minimum Qualifications:

• Ability to work in the U.S. without sponsorship
• Bachelor’s Degree
• 1+ years of professional experience

This description reflects the core activities of the role but is not intended to be all-inclusive and other duties within the group/department may be required, in addition to changes in the emphasis of duties as required from time to time.

Disclaimer: Harris Williams will not accept unsolicited resumes from contingency recruiters. Any such resumes received will not be considered as legitimate submissions, and Harris Williams will not pay for the placement of a candidate resulting from the receipt of an unsolicited resume. Furthermore, Harris Williams strictly forbids any contingency recruiter from representing the firm in the market without prior consent

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

Calendar Management, Office Administration, Organizing, Presentation Development, Prioritization, Researching

Competencies

Accuracy and Attention to Detail, Confidentiality, Desktop Tools, Effective Communications, Flexibility and Adaptability, Office Administration

Work Experience

Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Associates

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Pay Transparency

Base Salary: $70,000.00 – $85,000.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 01/06/2025, although it may be longer with business discretion.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [email protected]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.  Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace.  We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.