Investment Banking Executive Assistance – Minneapolis, MN jobs in United States
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Piper Sandler · 3 hours ago

Investment Banking Executive Assistance – Minneapolis, MN

Piper Sandler is a leading investment bank that connects capital with opportunity. They are seeking an Executive Assistant to support the Investment Banking Healthcare team in Minneapolis, MN, providing high-level professional support and managing multiple projects in a fast-paced environment.

Financial Services
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Growth Opportunities
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H1B Sponsor Likelynote

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

Qualification

Calendar managementMicrosoft SuiteCRM database managementTravel coordinationProfessional demeanorOrganizational skillsTeam playerConfidentiality

Required

Ability to navigate multiple projects, priorities, and deadlines with strong organizational skills
Professional demeanor and appropriacy to interact with senior partners, clients, and colleagues
Experience in a fast-paced and dynamic environment
Familiarity with financial/banking industry
Execute a broad variety of administrative tasks for multiple partners and senior bankers
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
Compile expense reports for assigned bankers according to company policy utilizing Concur
Reconcile corporate Visa accounts
Contribute proficiently and skillfully to the CRM database
Exercise discretion in committing time and evaluating needs
Maintain discretion in dealing with confidential information and sensitive materials
Ownership of coordinating internal and external meetings, dinners, events, conferences
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
Assist with the on-boarding of new banking team members
Develop excellent relationships with the external clients and internal partners throughout the company
Ability and willingness to travel (under 10 days/year)
Willingness to work overtime during conference/event prep

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

Company

Piper Sandler

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Piper Sandler Companies (NYSE: PIPR) is a leading investment bank driven to help clients Realize the Power of Partnership®.

H1B Sponsorship

Piper Sandler has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (7)
2023 (6)
2022 (4)
2021 (3)
2020 (2)

Funding

Current Stage
Late Stage

Leadership Team

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Chad Abraham
Chairman and Chief Executive Officer
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Katherine Clune
Chief Financial Officer
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Company data provided by crunchbase