About the Client

Our client is a boutique investment banking firm specializing in mergers, acquisitions, and capital raising for technology-focused companies. With a reputation for precision, integrity, and innovation, the firm delivers tailored advisory services that help clients achieve strategic growth. Join a collaborative and high-performing team that values attention to detail, professionalism, and clear communication.

Job Description

Our client is seeking a highly organized and detail-oriented Executive Assistant to support a boutique investment banking team with both administrative and technical tasks. This role requires a blend of creative, technical, and communication skills — particularly in creating polished corporate presentations and replicating surveys in HTML.

The ideal candidate has exceptional written and verbal communication skills, strong presentation design abilities, and thrives in a structured yet fast-paced professional environment.

Key Responsibilities

Replicate and format surveys in HTML with precision and consistency.
Draft and format reports and internal documents.
Design, edit, and enhance corporate presentations that meet high professional and aesthetic standards.
Draft, proofread, and manage internal and external communications, especially via email.
Provide day-to-day administrative and executive support, including scheduling, document preparation, and project coordination.
Review all materials for accuracy, tone, and formatting consistency.
Collaborate with team members to support ongoing initiatives and special projects.

Must-Have

Proven experience as an Executive Assistant, Administrative Coordinator, or similar role.
Advanced presentation tool skills — strong eye for layout, visual storytelling, and design refinement.
Basic to intermediate HTML knowledge — able to replicate surveys and ensure correct formatting.
Excellent written and verbal communication skills in English.
Strong attention to detail and organizational abilities.
Comfortable working independently and managing multiple priorities in a fast-paced environment.

Nice-to-Have

Experience supporting executives in finance, consulting, or professional services.
Familiarity with Google Workspace or Microsoft 365.
Design experience with tools such as PowerPoint, Canva, Figma, or Adobe.
Exposure to market research, data analysis, or client services environments.

Why Join?

Fully remote position with flexible hours and U.S. Pacific time zone overlap.
Opportunity to work closely with a senior leadership team in the investment banking industry.
Gain exposure to strategic projects in finance and technology sectors.
Collaborative, professional, and growth-oriented environment.

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