Teams at CastleOak Securities

Provide high-touch administrative support to two to three senior executives, managing complex calendars, travel, expense reporting, meetings, events, and confidential communications. Lead firm-wide event planning, coordinate stakeholders, improve processes, and own special projects with discretion, strong judgment, and project management discipline.

Provide executive administrative and analytical support to the CEO and senior leaders, including calendar and travel management, meeting logistics, briefing notes, research, basic Excel analysis, drafting and formatting communications, event planning, and project coordination. Prepare summaries, action-item trackers, status updates, and materials; manage cross-functional follow-up; handle confidential information; and use Microsoft Office and collaboration tools to streamline executive operations.

As a M&A Advisory Associate, you will execute M&A engagements, conduct financial analysis, manage client relations, mentor juniors, and review agreements.