
Mergers Acquisition Coordinator
1 week ago
Join our team to work on a dynamic project focused on managing mergers and acquisitions operations.
This role requires the ability to screen new account additions for alignment with investment criteria, prepare weekly and monthly reports in Salesforce, and develop dashboards to track trends and activity.
Key Responsibilities:
- Manage Salesforce: Screen new account additions for alignment with investment criteria.
- Reporting: Prepare weekly and monthly reports in Salesforce, develop dashboards to track trends and activity.
- Presentation Support: Assist in preparing PowerPoint presentations for executive meetings.
- Review Commissions: Conduct initial reviews for accuracy and completeness.
- Survey Assistance: Support survey design, distribution, and analysis.
- Ad Hoc Tasks: Support miscellaneous administrative tasks as needed.
Skills & Qualifications:
- At least 2 years of Salesforce experience, including custom reports.
- Proficiency in Advanced Excel and PowerPoint.
- Strong business acumen, confidence, and interpersonal skills.
- Effective time management and multitasking abilities.
- Proactive in identifying opportunities and solving challenges.
- Strong organizational and analytical skills with attention to detail.
- Comfortable working during Eastern Time (ET) hours.
- Excellent communication skills and proactive task management.
Benefits:
- Competitive Salary
- Medical Coverage for Self & Dependents
- Parents Medical Coverage
- Provident Fund
- Performance Bonuses
- Home Internet Subsidy
- Conveyance Allowance
- Profit Sharing (Tenured Employees)
- Life Benefits
- Child Care Facility
- Company Lunch/Dinner
- Development Budget
- Recreational Area
- Training Opportunities
- Friendly Environment
- Leave Encashment
We value diversity and are committed to an inclusive workplace. We provide accommodations for individuals with special needs and encourage qualified applicants to apply.
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