Investment Banking Executive Assistant… at Piper Sandler · Minneapol…

Summary: Piper Sandler is a leading investment bank that connects capital with opportunity. They are seeking an Executive Assistant to provide high-level professional support for their Investment Banking Healthcare team, managing administrative tasks, coordinating meetings, and maintaining relationships with clients and colleagues. Responsibilities: - Execute a broad variety of administrative tasks for multiple partners and senior bankers, including fully managing active calendars, utilizing Zoom and Microsoft Teams - Arrange domestic and international travel itineraries and agendas - Word-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 sheets - Compile expense reports for assigned bankers according to company policy utilizing Concur and reconcile corporate Visa accounts - Contribute 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 forecast - Exercise discretion in committing time and evaluating needs. Advise of time-sensitive and priority issues, ensuring appropriate follow-up - Maintain discretion in dealing with confidential information and sensitive materials - Ownership of coordinating internal and external meetings, dinners, events, conferences both on-site and off-site locations, negotiating contracts with restaurants and meeting facilities - Ability to perform diplomatically while managing competing priorities and varying banker expectations - Manage and screen multiple banker phone lines while projecting a positive, professional image for all clients and colleagues - Assist with the on-boarding of new banking team members - Develop excellent relationships with the external clients and internal partners throughout the company - Assume other related responsibilities as required or requested - Ability and willingness to travel (under 10 days/year) - Willingness to work overtime during conference/event prep Required Qualifications: - High-level professional support for the banking team - Ability to navigate multiple projects, priorities, and deadlines - Strong organizational skills - Professional demeanor to interact with senior partners, clients, and colleagues - Team player who works well in a collaborative environment - Familiarity with financial/banking industry - Execute a broad variety of administrative tasks for multiple partners and senior bankers - Fully manage active calendars, utilizing Zoom and Microsoft Teams - Arrange domestic and international travel itineraries and agendas - Word-processing and desktop publishing utilizing the Microsoft suite and a variety of additional software - Compile expense reports for assigned bankers according to company policy utilizing Concur - Reconcile corporate Visa accounts - Contribute proficiently to the CRM database by updating contact information and entering call notes - Assist with deal process tracking and maintaining accurate pipelines and forecasts - Exercise discretion in committing time and evaluating needs - Advise of time-sensitive and priority issues, ensuring appropriate follow-up - Maintain discretion in dealing with confidential information and sensitive materials - Coordinate internal and external meetings, dinners, events, conferences - Negotiate contracts with restaurants and meeting facilities - Manage and screen multiple banker phone lines - Project a positive, professional image for all clients and colleagues - Assist with the on-boarding of new banking team members - Develop excellent relationships with external clients and internal partners - Ability and willingness to travel (under 10 days/year) - Willingness to work overtime during conference/event prep Required Skills: Microsoft Suite, CRM database management Important Skills: Zoom, Microsoft Teams Nice-to-Have Skills: Discretion, Organizational skills, Team player, Communication skills Benefits: Competitive annual bonus structure in addition to salary, Work life balance with generous PTO and 10 Federal Holidays, Hybrid work schedule options are available after 6 months of employment, Monthly Early Friday departure opportunity throughout the year, Opportunities for training & professional development, on-demand, throughout the year, Collaborative and supportive team environment where your contributions are recognized and rewarded