Assistant
Position Overview
Harris Williams will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description T ITLE : CAPITAL SOLUTIONS E XECUTION ASSISTANT 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. The Role: Capital Solutions Execution Assistant Execution Assistants are integral members of our deal teams, helping to drive the firm's private capital advisory activities. We are seeking an Execution Assistant for our Capital Solutions team in New York to manage critical components of the transaction lifecycle. This role offers direct exposure to senior bankers, providing a clear pathway for professional growth within the firm.- Career Trajectory: We are committed to internal mobility and professional development. High performers in this role will have the opportunity to advance.
- Work Environment: This is a full-time, in-office role based in New York. As a relationship-oriented business, the role requires a commitment to meeting deal-related deadlines, which may include work outside of standard business hours.
- Compensation: The anticipated base salary for this position is $85,000-$95,000, commensurate with experience. This role is also eligible for a discretionary annual bonus based on individual and firm performance.
- Support the investor outreach process by maintaining real-time data within the firm's CRM, ensuring accuracy for strategic decision-making. This data may include capturing new engagements, daily interactions with prospective and current clients, tracking investor outreach, updating pitch and company records, etc.
- Serve as a point of contact coordinating edits and signing of NDAs between clients and investors, ensuring swift negotiation and timely follow-ups
- Conduct targeted research on industry trends, market dynamics, and client-specific data points to support deal theses and marketing efforts.
- Assist the Capital Solutions team with the preparation and distribution of client-facing materials, including marketing documents, investor presentations, and reports.
- Attend deal-related meetings, manage action items, and ensure project milestones are met.
- Coordinate logistics for critical deal events, including management presentations, due diligence sessions, and closing dinners.
- Manage scheduling and logistics for the investor outreach process, including coordinating calendars for meetings, and arranging travel as needed.
- Bachelor’s degree and 1-3 years of experience in a high-performance environment such as investment banking, corporate law, private equity, or a related finance field preferred.
- Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM software.
- Exceptional written and verbal communication skills, with a high degree of professional polish.
- Demonstrated ability to manage multiple competing priorities in a fast-paced, deadline-driven environment.
- Meticulous attention to detail and strong proofreading skills.
- A collaborative and proactive mindset, with the ability to work effectively with stakeholders at all levels.
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