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Our client is seeking a polished and highly organized Transaction Management Coordinator to support a fast‑paced Private Capital Advisory team within a global financial advisory environment. This role functions as an elevated EA with significant exposure to roadshows, client interaction, logistics, and project coordination. The hours are typically 8:00am-5:00pm with flexibility, and the position is hybrid with three days onsite and two remote days (Mondays and Fridays).

Key Responsibilities:

• Coordinate end‑to‑end logistics for domestic roadshows, including travel, hotels, agendas, catering, and vendor management
• Support senior bankers with meeting scheduling across time zones and multi‑party logistics
• Manage client correspondence, CRM updates, and preparation of event/meeting materials
• Assist with internal and external event coordination, including attendee tracking and invitations
• Attend roadshows several times per year and provide after‑hours email monitoring as needed
• Serve as a polished, client‑facing representative of the team with strong communication and professionalism

Qualifications:

• 7+ years of administrative, EA, or coordination experience within financial services (investment banking strongly preferred)
• Strong logistical skills with experience supporting deal teams, events, or roadshows
• Excellent communication skills and executive presence; comfortable in client‑facing interactions
• High degree of resourcefulness, problem‑solving ability, and attention to detail
• CRM experience required (any platform; willing to train on internal system)
• Ability to thrive in a fast‑paced, deadline‑driven environment with shifting priorities

Compensation/Benefits:

• Up to $120K-$125K base salary + discretionary bonus
• Medical, dental, and vision benefits
• Strong internal admin support structure with 80+ administrators nationally

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