Cardiff Advisory

Investment Banking Assistant

Opportunity

Investment Banking
Assistant

Firm:  Cardiff Advisory LLC

Location:  San Diego, CA (or Remote with significant travel to primary client centers)

Sector Focus:  Healthcare and Life Sciences (Biotech, Pharma, MedTech, Diagnostics, HealthTech)

 

The Opportunity

Role Description

This is a part-time remote role for an Assistant up to 10 hours per week. The position will be responsible for managing emails and appointments, handling administrative tasks, conducting basic research, preparing reports, and assisting in client communication. The role may also involve managing social media accounts and providing general support to the team as required.

 

Qualifications

    • Experience in managing emails, appointments, and administrative tasks
    • Research and report preparation skills
    • Experience in client communication and handling phone calls
    • Proficiency in managing social media accounts
    • Excellent organizational and time-management skills
    • Strong written and verbal communication skills
    • Ability to work independently and remotely
    • Bachelor’s degree or equivalent experience in a relevant field is advantageous

Company Description

Cardiff Advisory LLC is an M&A and strategic advisory investment banking firm focused on the Healthcare and Life Sciences sectors. The investment banking services are offered through BA Securities, LLC. The home office of BA Securities, LLC is located at Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, West Conshohocken, PA 19428. Cardiff Advisory LLC and BA Securities, LLC are separate and unaffiliated entities.