Investment Banking Executive Assistant – Minneapolis, MN
Core
Provide high-level professional support to the Healthcare Investment Banking team in Minneapolis, managing calendars, travel, documents, and client interactions.
Role type
Executive Assistant to Investment Banking Partners
Builds
Pitchbooks, engagement letters, reports, and tracking sheets for healthcare M&A and capital markets deals
Domain
Investment Banking / Healthcare
Required skills
Calendar management, travel logistics, document creation (pitchbooks, letters), CRM data entry, expense reporting, meeting coordination, phone screening, discretion with confidential info
Preferred skills
Financial/banking industry familiarity, Zoom/Teams proficiency, Concur usage
Technologies
Microsoft Office Suite, Zoom, Microsoft Teams, Concur
Responsibilities
Manage calendars and travel for senior bankers; create pitchbooks and engagement documents; update CRM pipelines and forecasts; coordinate internal/external meetings and events; screen phone lines and manage client communications; compile expense reports and reconcile accounts
Seniority
Individual Contributor, mid-level support role