Investment Banking Administrative Assistant – M&A NY

Job title: Investment Banking Administrative Assistant – M&A NY

Company: Credit Suisse

Job description:

  • Gatekeeping, calendar and correspondence management – maintain Banker/Principal’s schedules; coordinate email and calendar as directed; manage conference/in person meetings/Virtual Meetings including Zoom and Skype meetings/event coordination; etc. Be confident collaborating closely with Group Heads and other high-profile individuals. be proactive in helping to manage her/his schedule (e.g., not afraid to interrupt a meeting if applicant needs to be somewhere). Be confident with extensive client interaction.
  • Travel Arranging – arrange and facilitate extensive domestic, international, and multi-destination travel including flights, hotels, and cars in accordance with IB CM&A policy, expense guidelines. Ensure cross-border approvals are obtained as appropriate. understand Banker/Principal’s preferences and be able to proactively address them.
  • Expense Management – Extensive preparation and tracking of all expense reports and reimbursements; understand and stay in sync with all policies, guidelines, and procedures for expense processing; ensure that necessary pre-approvals are obtained for gifts and any entertainment over stated thresholds; complete monthly reconciliations of principal’s American Express statements.
  • Phone Coverage – work with coverage team to cover all incoming calls quickly and effectively; understand and use firm’s web and audio conferencing resources; understand client base and working group list in order to field calls and address issues effectively and expeditiously.
  • Coverage Group – Strong collaboration with coverage partners is required. discuss and coordinate time away from the office with your coverage partners to ensure that there is strong banker coverage at all times. This is critical especially as it relates to sick days, vacation days, early departure, late arrivals, lunch, general stepping away and any change to the schedule that may have an impact on the coverage group and banker coverage. Bankers and GOG also be notified and Out of Office e-mail should be activated. Please refer to the Work from Home and Time Away from Office Guidelines for further detail.
  • CAO Team – communicate sick days, vacation days, early departure, late arrivals and any change to your schedule. Please refer to the Work from Home and Time Away from Office Guidelines for further detail.
  • Word processing and document/presentation creation – Be confident with word processing, presentation, and IBCM-specific customizations in MS Office (i.e., PitchSuite) to create and edit documents, enter data, and create correspondence.
  • TALT Management – Ensure that banker TALT is submitted on a weekly basis.
  • General Administrative Support – open, sort, prioritize, and distribute incoming correspondence; track principal’s attendance; file and retrieve documents, records, and reports in accordance with IB CM&A and firm policy; perform general administrative errands; manage mailings; etc.
  • Salesforce – Become familiar with the Salesforce Platform. Able to log Collaboration Notes for your respective bankers; Create and View ‘Tasks’ assigned to a Collaboration Note; Add and Edit Contacts; Receive Collaboration Note email notifications; Export and Filter ‘public’ Report; Request custom reports as needed.

Your future colleagues

The opportunity to join the Credit Suisse Investment Banking Capital Markets & Advisory Division of the bank as an Administrative Assistant. This role will report into the Chief Administrative Officer (CAO) of the Investment Bank. Position will work with the Capital Markets & Advisory Division and its support its respective Bankers. We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values


We are looking for an applicant who possess Patient, calm, clear-thinking, poised, and professional

  • Proficient in PC environment, particularly MS Office applications
  • Superb organizational skills and attention to detail
  • Ability to communicate effectively at all level; polite and pleasant yet direct
  • Time management skills, multitasking and prioritize in a fast paced, fast-paced environment
  • Strong interpersonal, partnership, and customer service skills – have a polite and professional demeanor and phone manner and be confident collaborating closely with very senior-level people
  • Possess strong problem-solving skills – be discreet, proactive, inventive, flexible, and creative
  • Proven experience in the finance industry is strongly preferred!
  • Proven experience working for senior-level officers
  • Dedication to fostering an inclusive culture and value diverse perspective

Expected salary:

Location: New York City, NY

Job date: Tue, 03 May 2022 23:28:06 GMT

Apply for the job now!

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