WT-578-I
Frankfurt am Main

Team Assistant

Our client is a global investment bank specializing in M&A and private capital advisory services. The role is based in their Frankfurt office and embedded into a larger international team. The successful candidate will work as an assistant to 4 or 5 junior bankers and will report to an M&A Execution Assistant based in London.

Execution Assistant

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. The role is a maternity leave cover and is a fixed-term contract until February 2027.

Tasks

Along with supportfrom 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 includecompany overviews, transaction history, news articles,etc.
  • Attend deal-related meetingsand identify subsequent action items
  • Maintain files (often PowerPoint and Excel) relatedto multiple, concurrent deals
  • Assist in developing Market/Industry Updates and reports; researchindustry trends, buildinga robust understanding of the deal team’s industry
  • Plan management presentation and closing dinnerlogistics, including traveland event coordination
  • Assist with special projects

Coverage team responsibilities:

  • Assists individuals with origination tracking and organization; including researching Private Equity Group (PEG) and portfolio companies, pulling relevant reports,conducting weekly meetingsand managing updates.
  • Assists team with lead trackingby maintaining the dashboard, attendingthe weekly meeting,making amendments and circulating updates.

Administrative Responsibilities:

  • Produces weekly reportingfor the Frankfurt team including the weekly Team Europe Dashboard and To Do list.
  • Scheduling and travel logistics for Frankfurt team
  • Team expenses
  • Manages on-site clientmeeting logistics
  • Schedules meetings and all meetingrequirements
  • Assists with the development and distribution of meeting materials

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