Executive Assistant Investment Banking

Milwaukee, WI - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

About the Role:

Join our Global Investment Banking team as an Executive Assistant. Benefit from tailored mentorship learning resources and clear career paths. Support the team in administrative tasks client relations marketing and talent development.

The role involves managing calendars arranging meetings handling travel arrangements and overseeing deal processes. Analytical skills are essential for research and effective communication. Building relationships is crucial. Training opportunities for career growth are provided. The Executive Assistant supports senior bankers requiring confidence proactive thinking organizational skills analytical and technological competencies and adherence to confidentiality protocols.

This position offers flexibility to work Tuesday Wednesday and Thursday in the Milwaukee office and Monday and Friday to change based on business needs.

The Impact Youll Make:

Be the organizational backboneby managing complex calendars coordinating meetings and resolving scheduling conflicts across teams and time zones.
Own the logisticsfor internal and external meetings including booking conference rooms arranging catering and liaising with vendors.
Plan seamless travel experiencesdomestic and internationalby creating personalized itineraries and staying up-to-date on travel policies.
Handle expense managementwith precision ensuring timely submission and tracking for designated bankers.
Support business development effortsby coordinating client meetings managing NDAs assisting with industry events and helping with deal execution.
Build strong relationshipswith bankers and peers through collaboration responsiveness and a team-first mindset.
Maintain data integrityin Salesforce through accurate entries and regular cleanups.
Coordinate shipping logisticswith the Mailroom team for timely delivery of important materials.
Provide coveragefor other assistants during absences ensuring continuity and support.
Represent Baird professionallyin all client interactions both in-person and over the phone.
A passion for organization and problem-solving.
Strong communication skills and a client-service mindset.
Ability to thrive in a collaborative high-performance culture.
Experience in a fast-paced professional services environment is a plus.

What Youll Bring to Baird:

High school diploma or equivalent required; college coursework or degree a plus.
Minimum of 5 years of administrative experience preferably in financial services or a fast-paced professional environment.
Proven ability to manage complex calendars and coordinate schedules across multiple stakeholders.
Exceptionally organized and detail-oriented with the ability to prioritize and multitask effectively.
A proactive resourceful self-starter who thrives on solving problems and anticipating needs.
Strong written and verbal communication skills with a professional and client-focused demeanor.
Comfortable working independently while maintaining high levels of accuracy and efficiency.
Proficient in Microsoft Office Suite (Outlook Word Excel PowerPoint).
Experience with travel and expense systems (e.g. Concur) preferred.
Familiarity with CRM platforms such as Salesforce is a plus.
Exposure to AI tools (e.g. Copilot ChatGPT) is a bonus and reflects our forward-thinking environment.

Benefits:

Youll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life career and future.
Check out a day in the life of an Administrative Professional at Baird!

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.

Required Experience:

About the Role:Join our Global Investment Banking team as an Executive Assistant. Benefit from tailored mentorship learning resources and clear career paths. Support the team in administrative tasks client relations marketing and talent development.The role involves managing calendars arranging meet...

About the Role:

This position offers flexibility to work Tuesday Wednesday and Thursday in the Milwaukee office and Monday and Friday to change based on business needs.

The Impact Youll Make:

Be the organizational backboneby managing complex calendars coordinating meetings and resolving scheduling conflicts across teams and time zones.
Own the logisticsfor internal and external meetings including booking conference rooms arranging catering and liaising with vendors.
Plan seamless travel experiencesdomestic and internationalby creating personalized itineraries and staying up-to-date on travel policies.
Handle expense managementwith precision ensuring timely submission and tracking for designated bankers.
Support business development effortsby coordinating client meetings managing NDAs assisting with industry events and helping with deal execution.
Build strong relationshipswith bankers and peers through collaboration responsiveness and a team-first mindset.
Maintain data integrityin Salesforce through accurate entries and regular cleanups.
Coordinate shipping logisticswith the Mailroom team for timely delivery of important materials.
Provide coveragefor other assistants during absences ensuring continuity and support.
Represent Baird professionallyin all client interactions both in-person and over the phone.
A passion for organization and problem-solving.
Strong communication skills and a client-service mindset.
Ability to thrive in a collaborative high-performance culture.
Experience in a fast-paced professional services environment is a plus.

What Youll Bring to Baird:

High school diploma or equivalent required; college coursework or degree a plus.
Minimum of 5 years of administrative experience preferably in financial services or a fast-paced professional environment.
Proven ability to manage complex calendars and coordinate schedules across multiple stakeholders.
Exceptionally organized and detail-oriented with the ability to prioritize and multitask effectively.
A proactive resourceful self-starter who thrives on solving problems and anticipating needs.
Strong written and verbal communication skills with a professional and client-focused demeanor.
Comfortable working independently while maintaining high levels of accuracy and efficiency.
Proficient in Microsoft Office Suite (Outlook Word Excel PowerPoint).
Experience with travel and expense systems (e.g. Concur) preferred.
Familiarity with CRM platforms such as Salesforce is a plus.
Exposure to AI tools (e.g. Copilot ChatGPT) is a bonus and reflects our forward-thinking environment.

Benefits:

Youll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life career and future.
Check out a day in the life of an Administrative Professional at Baird!

Required Experience:

Key Skills

Financial Services
Cash Flow Analysis
Banking
Corporate Finance
Analysis Skills
Microsoft Powerpoint
Securities Law
Investment Banking
Private equity
Financial Analysis
Financial Modeling
Bloomberg

Apply Now

About Company

Baird

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