Position Overview

Job Description

About Harris Williams

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. 

Execution Assistant Role

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.

Along with support from your deal team, you will:

• Assist the M&A Industry Group with the preparation, editing and distribution of M&A deal/marketing materials
• Research and collect data points and client information using CRM and other external resources; update databases and materials as needed
• Create buyer packs, which include company overviews, transaction history, news articles, etc.
• Attend deal-related meetings and identify subsequent action items

• Maintain files (often PowerPoint and Excel) related to multiple, concurrent deals

• Assist in developing Market/Industry Updates and reports; research industry trends, building a robust understanding of the deal team’s industry

• Plan management presentation and closing dinner logistics, including travel and event coordination
• Assist with special projects

Execution Assistant Attributes:

Harris Williams fosters an inclusive culture through hiring quality people who are committed, tenacious, smart and principled – dedicated to achieving the best results for our clients, the right way. We are committed to building a unique firm by valuing and developing talent and deepening relationships with our clients. Harris Williams values Execution Assistants with different educational and professional backgrounds and look for people with the following attributes:

• Ability to interact effectively with management at all levels
• Advanced proficiency in Microsoft Word, Excel, PowerPoint, Outlook, Adobe PDF and research techniques
• Excellent verbal & written communication skills
• Organized and able to manage multiple priorities
• Collaborative working style
• Proficient in proofreading with strong attention to detail
• Bachelors degree

Mentorship, Training & Development

Mentorship – both formal and organic – is critical to our people’s success. Execution Assistants are assigned mentors who serve as your “go to” resource and help acclimate you to the role. Our lean deal teams, apprenticeship model, and flat organizational culture ensures you will also find additional mentors along the way.

When you start, you will go through an intensive training program to integrate you into our culture, provide a foundation for our business model, and prepare you to hit the ground running. This is just the beginning of an extensive learning experience at Harris Williams.

Other Requirements

In order to be considered, you must be able to work in the U.S. without sponsorship.

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 ad