
Mergers and Acquisitions Coordinator
3 days ago
This role is ideal for someone looking to make a meaningful impact in M&A operations.
As a key member of the team, you will be responsible for managing Salesforce, preparing reports and dashboards, and providing presentation support.
You will also conduct initial reviews for accuracy and completeness, assist with survey design and distribution, and perform ad-hoc tasks as needed.
The successful candidate will have at least 2 years of experience with Salesforce, advanced Excel skills, and proficiency in PowerPoint.
Strong business acumen, confidence, and interpersonal skills are essential for this role.
- 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.
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