M&A Execution Assistant

Position Overview Harris Williams will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Title: M&A Execution Assistant (Deal Coordination Assistant, M&A) 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 35 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.   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. This is an administrative and deal-coordination support role rather than an investment banking analyst position. Why This Role is Unique As an M&A Execution Assistant, you will sit at the center of live deal activity, working directly alongside investment bankers from kickoff through close. You will build organizational, communication, and deal-coordination skills inside a collegial, fast-moving team that values initiative and invests in your development. Core 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 Job Specific Competencies, Education and Experience : Required 1+ years of experience in a professional, fast-paced environment (financial or professional services experience preferred) Bachelor’s degree Strong proficiency in Microsoft Office, including advanced calendar and contact management in Outlook and polished, detail-oriented formatting of client-facing presentations in PowerPoint and Excel Comfort organizing and maintaining data in Excel to support deal execution and tracking 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 Our Culture & Growth When you join Harris Williams, you step into a highly collaborative, high-expectations environment where individuals are empowered to take ownership and make a visible impact. We value curiosity, accountability, and a strong team-first mindset. This is an environment where you will be expected to lean in, contribute meaningfully, and grow quickly, working alongside passionate colleagues who are committed to excellence and continuous improvement. Additional Information Candidates must be authorized to work in the U.S. without sponsorship. Work Arrangement: This is a full-time, in-office role. The team values in-person collaboration and real-time support in a fast-paced advisory environment. 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. This description reflects the core responsibilities of the role but is not intended to be all-inclusive. Responsibilities and focus areas may evolve based on business needs. 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