Overview:

• Integrity - Do what’s right for everyone: clients, shareholders, partners & colleagues, TEAM is more important than self, and create an atmosphere of mutual respect
• Excellence - Deliver exceptional client results, Reward and recognize performance, and Relentless pursuit of improvement
• Accountability - Act like an owner, take pride in our work, Measure results (your own and our clients), Be passionate
• Grace - Respect and appreciate differences, Care for one another, Humility, Make work personal

Responsibilities:

• Schedule internal and client meetings for the Locust Walk deal team.
• Organize and maintain client folders on Share Point.
• Maintain notes of calls with clients.
• Contact log management assigning Contacts to Accounts for outreach and entering targets into CRM
• Outreach assistance:
  • Track outreach and place mail merges for deal team to send from CRM
  • Schedule dry runs with the client and/or the broader Locust Walk team
  • Facilitating NDA review and execution
  • Schedule partner/investor meetings on behalf of the LW team
  • Organize and prepare for meetings, including gathering documents and tending to logistics of meetings.
  • Assist with updating/maintaining standard operating procedures (SOP) and maintain various records and documents.

Qualifications:

• Bachelor's degree preferred.
• 3-4 years of experience supporting others.
• Proficient in Microsoft Office (Outlook, Word, Excel, and Power Point), and Adobe Acrobat.
• Strong organizational skills that reflect the ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail.
• Is proactive and responds to others in a timely manner.
• Excellent written and verbal communication skills.
• Demonstrated proactive approaches to problem-solving with strong decision-making capability.
• Proven ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrate the highest level of customer service.
• Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced
  environment.
• Must be willing to work flexible US Eastern Time Zone hours.