Investment Banking Executive Assistant

Piper Sandler is a leading investment bank that connects capital with opportunity to build a better future. They are seeking an Executive Assistant to support the Investment Banking Services & Industrials team, providing high-level professional support and managing various administrative tasks.ResponsibilitiesExecute a broad variety of administrative tasks for multiple partners and senior bankers, including fully managing active calendars, utilizing Zoom and Microsoft TeamsArrange domestic and international travel itineraries and agendasWord-processing and desktop publishing utilizing the Microsoft suite and a variety of additional software. Documents include: pitchbooks, correspondence, engagement and commitment letters, memorandums, invoices, reports, and tracking sheetsCompile expense reports for assigned bankers according to company policy utilizing Concur and reconcile corporate Visa accountsContribute proficiently and skillfully to the CRM database by updating contact information, entering call notes, assisting with deal process tracking, creating, and maintaining distribution lists. Additionally maintaining accurate pipelines and forecastExercise discretion in committing time and evaluating needs. Advise of time-sensitive and priority issues, ensuring appropriate follow-upMaintain discretion in dealing with confidential information and sensitive materialsOwnership of coordinating internal and external meetings, dinners, events, conferences both on-site and off-site locations, negotiating contracts with restaurants and meeting facilitiesAbility to perform diplomatically while managing competing priorities and varying banker expectationsManage and screen multiple banker phone lines while projecting a positive, professional image for all clients and colleaguesAssist with the on-boarding of new banking team membersDevelop excellent relationships with the external clients and internal partners throughout the companyAssume other related responsibilities as required or requestedAbility and willingness to travel (under 10 days/year)Willingness to work overtime during conference/event prepSkillsAbility to navigate multiple projects, priorities, and deadlines with strong organizational skillsProfessional demeanor and appropriacy to interact with senior partners, clients, and colleaguesNatural team player who works well in a collaborative environmentFamiliarity with financial/banking industryExecute a broad variety of administrative tasks for multiple partners and senior bankersFully managing active calendarsUtilizing Zoom and Microsoft TeamsArranging domestic and international travel itineraries and agendasWord-processing and desktop publishing utilizing the Microsoft suite and a variety of additional softwareCompiling expense reports for assigned bankers according to company policy utilizing ConcurReconciling corporate Visa accountsUpdating contact information in the CRM databaseEntering call notes in the CRM databaseAssisting with deal process tracking in the CRM databaseCreating and maintaining distribution lists in the CRM databaseMaintaining accurate pipelines and forecast in the CRM databaseExercising discretion in committing time and evaluating needsAdvising of time-sensitive and priority issues, ensuring appropriate follow-upMaintaining discretion in dealing with confidential information and sensitive materialsCoordinating internal and external meetings, dinners, events, conferences both on-site and off-site locationsNegotiating contracts with restaurants and meeting facilitiesManaging and screening multiple banker phone linesProjecting a positive, professional image for all clients and colleaguesAssisting with the on-boarding of new banking team membersDeveloping excellent relationships with external clients and internal partners throughout the companyAbility and willingness to travel (under 10 days/year)Willingness to work overtime during conference/event prepBenefitsCompetitive annual bonus structure in addition to salaryWork life balance with generous PTO and 10 Federal HolidaysHybrid work schedule options are available after 6 months of employmentMonthly Early Friday departure opportunity throughout the yearOpportunities for training & professional development, on-demand, throughout the yearCollaborative and supportive team environment where your contributions are recognized and rewardedCompany OverviewPiper Sandler Companies (NYSE: PIPR) is a leading investment bank driven to help clients Realize the Power of Partnership®. It was founded in 1895, and is headquartered in Minneapolis, Minnesota, US, with a workforce of 1001-5000 employees. Its website is https://www.pipersandler.com/.Company H1B SponsorshipPiper Sandler has a track record of offering H1B sponsorships, with 5 in 2025, 7 in 2024, 6 in 2023, 4 in 2022, 3 in 2021, 2 in 2020. Please note that this does not guarantee sponsorship for this specific role.



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