Offer summary

Qualifications:

Bachelor's degree in Business Administration, Economics, Finance, or related field., Previous experience in administrative or sales support roles, preferably in finance or private equity., Proficiency in Microsoft Office Suite and Salesforce., Strong organizational, communication, and professional writing skills..

Key responsibilities:

Support the Business Development team with sales and administrative tasks.

Maintain and update transaction and client records in Salesforce.

Assist in preparing client-facing materials and managing email correspondence.

Coordinate scheduling of client meetings and ensure confidentiality of sensitive information.

Job description

Business Development Sales Assistant- Financial Services
Bainbridge

Location: Remote digital office (work from home), must be U.S. based and available to work during PST business hours.

Pay Scale: $18.00-$22.00 per hour

Position Type: Part-time or Full-Time

Start Date: Immediately

How to Apply: Interested candidates should submit a PDF version of resume and a brief letter of interest

About Us

Bainbridge is a leading financial services firm, serving the top private equity funds and corporations with their investment needs. We have completed over $5 billion in small- to mid-cap acquisitions in all market sectors including technology, healthcare, automation, global supply chain, machine learning and energy. We are experiencing exciting growth into the investment banking and fintech arenas and looking forresults-driven and collaborative professionals to join our team.

Position Summary:

The Business Development Sales Assistant will support our BD teams in various sales and administrative functions, contributing to the smooth operation of the department. This role requires knowledge of Salesforce, excellent organizational skills, and solid business acumen. The ideal candidate will have experience providing team support within a fast-paced environment, be a self-starter, polished, and eager to learn. This is an excellent opportunity for someone interested in starting a career working within the Private Equity and M&A arenas.

Responsibilities:

Accurately create and input deal summaries, client information, and other relevant data into Salesforce.
Maintain and update transaction records to ensure consistency and completeness of information.
Help prepare client facing materials.
Screen and prioritize incoming emails from all stakeholders to ensure timely responses.
Assist with drafting and organizing responses to emails, ensuring clarity and professionalism.
Coordinate the scheduling of client meetings and conference calls, ensuring that all parties are aligned on timing and expectations.
Maintain confidentiality of sensitive business and financial information throughout the transaction process.
Follow firm protocols to ensure secure handling of confidential documents, client data, and deal details.
Assist where needed with general administrative tasks to ensure efficient workflow.

Qualifications:

Completed BA/BS degree in Business Administration, Economics, Finance or a related field.
Previous experience in administrative support or sales support roles, preferably within the M&A, private equity, finance, or corporate services sectors.
Strong organizational skills and attention to detail, with the ability to handle multiple tasks simultaneously.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Proficiency in Salesforce.
Excellent writing skills with experience creating and responding to professional correspondence.
Excellent communication skills, able to interact effectively with internal and external stakeholders.
Ability to work under pressure and meet deadlines while maintaining a high level of accuracy.
Ability to anticipate issues and proactively seek solutions.
Team player who works collaboratively in a team-oriented environment while managing individual responsibilities.

Additional Information on Remote Digital Office:
This is a digital office position and team members are expected to treat their remote set up with the same professionalism as an in-office environment. We are a performance-driven team and rely on clear communication and accountability. To be successful in this role, the following are required:

A dedicated home office or private workspace. Public spaces are not suitable for day-to-day work due to confidentiality and focus requirements.
A stable high-speed Internet connection that supports video competing in business applications.
Camera-ready for regular MS Teams meetings.
Active participation during business hours, with responsiveness and full engagement expected throughout the workday.

Required profile