Job Description:
At Piper Sandler, we connect capital with opportunity to build a better future.
We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
We are currently looking for Executive Assistant to support the Investment Banking team in Charlotte, NC.
The primary objective of this position is to provide a high-level of professional support for the banking teams within the Charlotte, NC based Investment Banking group. The ideal candidate enjoys working in a fast-paced and dynamic environment; possesses the ability to navigate multiple projects, priorities, and deadlines with strong organizational skills; and displays a professional demeanor and appropriacy to interact with senior partners, clients, and colleagues. The ideal candidate is a natural team player and works well in a collaborative environment.
Essential Duties & Responsibilities
Execute a broad variety of administrative tasks for multiple partners and senior bankers, including fully managing active calendars, utilizing Zoom and Microsoft Teams
Arrange domestic and international travel itineraries and agendas
Word-processing and desktop publishing utilizing the Microsoft suite and a variety of additional software. Documents include: pitchbooks, correspondence, engagement and commitment letters, memorandums, invoices, reports, and tracking sheets
Compile expense reports for assigned bankers according to company policy utilizing Concur and reconcile corporate Visa accounts
Contribute proficiently and skillfully to the CRM database by updating contact information, entering call notes, assisting with deal process tracking, creating, and maintaining distribution lists. Additionally maintaining accurate pipelines and forecast
Exercise discretion in committing time and evaluating needs. Advise of time-sensitive and priority issues, ensuring appropriate follow-up
Maintain discretion in dealing with confidential information and sensitive materials
Ownership of coordinating internal and external meetings, dinners, and events, both on-site and off-site locations, negotiating contracts with restaurants and meeting facilities
Ability to perform diplomatically while managing competing priorities and varying banker expectations.
Manage and screen multiple banker phone lines while projecting a positive, professional image for all clients and colleagues
Assist with the on-boarding of new banking team members
Develop excellent relationships with the external clients and internal partners throughout the company
Assume other related responsibilities as required or requested
Why should you join Piper Sandler as an Executive Assistant?
Competitive annual bonus structure in addition to salary
Work life balance with generous PTO and 10 Federal Holidays
Hybrid work schedule options are available after 6 months of employment
Monthly Early Friday departure opportunity throughout the year
Opportunities for training & professional development, on-demand, throughout the year
Collaborative and supportive team environment where your contributions are recognized and rewarded
As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture.
Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here.
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee’s health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here.
The anticipated starting salary range for individuals expressing interest in this position is $72,000 - $90,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
#LI-AH1
Skills Required
- Provide high-level administrative support for multiple senior bankers
- Manage active calendars
- Proficient with Zoom and Microsoft Teams
- Arrange domestic and international travel itineraries and agendas
- Proficient in Microsoft Office suite and desktop publishing
- Prepare pitchbooks, correspondence, engagement letters, invoices, reports, and tracking sheets
- Compile expense reports using Concur and reconcile corporate Visa accounts
- Maintain and update CRM, enter call notes, assist with deal tracking, maintain pipelines and forecasts
- Exercise discretion with confidential information
- Coordinate internal and external meetings, dinners, and events; negotiate contracts with venues
- Manage and screen multiple phone lines while projecting a professional image
- Ability to manage competing priorities and varying banker expectations diplomatically
- Assist with onboarding of new banking team members
Piper Sandler Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Piper Sandler and has not been reviewed or approved by Piper Sandler.
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Parental & Family Support — Feedback suggests caregiver leave, adoption assistance, fertility benefits, menopause resources, lactation rooms, and breast milk shipping create robust family support. These provisions appear to meaningfully aid new and growing families.
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Healthcare Strength — Feedback suggests medical, dental, and vision coverage are complemented by an HSA with company contributions and access to mental‑health resources including counseling and mindfulness tools. The breadth of wellness resources strengthens the overall benefits experience.
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Leave & Time Off Breadth — Feedback suggests employees receive a defined allotment of paid time off along with a set number of paid holidays. This structure provides predictable time away from work.
Piper Sandler Insights
What We Do
Piper Sandler Companies (NYSE: PIPR) is a leading investment bank driven to help clients Realize the Power of Partnership®. Founded in 1895, the firm is headquartered in Minneapolis with more than 50 offices across the U.S. and in London, Aberdeen and Hong Kong. We offer a full suite of products to serve our clients’ business life cycle needs, geographic reach in an increasingly global market, and deep expertise in our core sectors. More at PiperSandler.com. DISCLAIMER Piper Sandler Companies (NYSE: PIPR) is a leading investment bank driven to help clients Realize the Power of Partnership®. Securities brokerage and investment banking services are offered in the U.S. through Piper Sandler & Co., member SIPC and NYSE; in the U.K. through Piper Sandler Ltd., authorized and regulated by the U.K. Financial Conduct Authority; and in Hong Kong through Piper Sandler Hong Kong Ltd., authorized and regulated by the Securities and Futures Commission. Alternative asset management and fixed income advisory services are offered through separately registered advisory affiliates.






