M&A Sales Assistant

Mergers & Acquisitions (M&A) Sales Assistant
Bainbridge

Location: Remote digital office (work from home), must be U.S. based and available to work during EST business hours.

Pay scale: $18.00-$20.00 per hour + bonus

Position type: Full-Time/ Hourly/ Non-Exempt

Benefits: We know it is our people that make the difference, and we are excited to offer a comprehensive benefits package including health, vision, and dental insurance, as well as wellness services and retail discounts.

Start Date: Immediately

How to Apply: Interested candidates should submit a PDF version of resume and a brief letter of interest

About Us

Bainbridge is a leading financial services firm, serving the top private equity funds and corporations with their investment needs. We have completed over $5 billion in small- to mid-cap acquisitions in all market sectors including technology, healthcare, automation, global supply chain, machine learning and energy. We are experiencing exciting growth into the investment banking and fintech arenas and looking forresults-driven and collaborative professionals to join our team.

Position Summary:

The Mergers & Acquisitions (M&A) Sales Assistant will support the M&A team in various sales and administrative functions, contributing to the smooth operation of the department. This role requires excellent organizational skills, attention to detail, and a solid understanding of M&A processes. The ideal candidate will have experience in an administrative support role within professional services, be a self-starter, polished and eager to learn. The role offers opportunities for growth and exposure to the M&A process while contributing to high-stakes transactions.

Key Responsibilities:

• Accurately create and input deal summaries, client information, and other relevant data into the CRM system.
• Maintain an update transaction records to ensure consistency and completeness of information.
• Help prepare client facing materials.
• Screen and prioritize incoming emails from all stakeholders to ensure timely responses.
• Assist with drafting and organizing responses to emails, ensuring clarity and professionalism.
• Coordinate the scheduling of client meetings and conference calls, ensuring that all parties are aligned on timing and expectations.
• Maintain confidentiality of sensitive business and financial information throughout the transaction process.
• Follow firm protocols to ensure secure handling of confidential documents, client data, and deal details.
• Assist the M&A team with general administrative tasks to ensure efficient workflow.

Qualifications:

• BA/BS degree in Business Administration, Economics, Finance or a related field.
• Previous experience in administrative support or sales support roles, preferably within the M&A, private equity, finance, or corporate services sectors.
• Strong organizational skills and attention to detail, with the ability to handle multiple tasks simultaneously.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Experience with CRM software
• Excellent writing skills with experience creating and responding to professional correspondence.
• Excellent communication skills, able to interact effectively with internal and external stakeholders.
• Ability to work under pressure and meet deadlines while maintaining a high level of accuracy.
• Ability to anticipate issues and proactively seek solutions.
• Team player who works collaboratively in a team-oriented environment while managing individual responsibilities.