Analyst - Financial Sponsor Coverage

Position Overview
About Harris Williams
We are a global investment bank specializing in M&A and private capital advisory services. Clients worldwide rely on us to help unlock value in their business and turn ambitious goals into reality. We approach every engagement with boundless collaboration, pooling expertise and relationships across industries, service offerings, and geographies. For over 30 years, our clients have trusted us to think strategically, execute precisely, and deliver premium outcomes to help them grow.
Harris Williams will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
Harris Williams seeks to hire an Analyst to join the Sponsor Coverage team in Richmond, VA. The Sponsor Coverage Analyst develops critical insights and analyses in support of senior Sponsor Coverage bankers and private equity (“PE”) client strategies.
Meaningful impact from the start: Analyze and manage HW proprietary data analyses, including buyer performance and behavior, valuation trends and observations, process dynamics, pitch activity, etc. and assist in funneling insights to both Sponsor Coverage and HW deal teams in preparation for client meetings
Diverse projects: Track private equity industry trends and broader macro-economic data to inform HW’s market insights. Leverage Excel and PowerPoint to prepare ad hoc analysis and client-ready materials, including peer comparison analyses, deal history, relationship updates, and qualitative insights in support of client meetings and origination activities.
Collaborative work environment: Our goal is to unlock value in great businesses, and it starts by unlocking greatness in each other. We value a range of backgrounds and expertise, and we know our work is better when our teams inspire every individual to confidently contribute. In this role, you will collaborate with senior Sponsor Coverage bankers and HW Industry Group bankers to drive highly strategic, targeted, and efficient lead pursuit. You will also partner closely with HW’s data services and technology teams to help optimize and inform development of key reports, as well as ad hoc projects and firm analyses in support of HW firm leadership
Professional development: Your professional development is our top priority. You will participate in a robust training program designed to build relationships, provide baseline knowledge of M&A, and prepare you for your role in the Sponsor Coverage Group. This initial training is just the beginning of an extensive learning experience.
Comprehensive compensation and benefits program: Highly competitive compensation, pension, 401(k) matching, and eligibility for performance bonus amongst many other robust benefits.
What We Look For
Harris Williams hires individuals who are motivated by challenge, demonstrated through academic performance combined with involvement outside the classroom, which can include: participation in sports, student led organizations, or work experience while completing a degree. No specific academic major is required; however, the following skillsets are desired:
· Excel – Understanding of formulas, data validation, macros, tables, conditional formatting
· PowerPoint – Slide creation & design
· Data Analysis – Sorting data to identify key trends
· Problem solving – Able to identify trends in data and articulate the impact of those patterns
What Makes a Harris Williams Analyst
Our most successful analysts…
o View challenging tasks as opportunities for growth; approach all tasks with humility, collegiality and enthusiasm together with teammates
o Share ideas and credit among peers and teammates
o Learn from mentors; are curious self-starters
o Exhaust available resources before asking senior deal team members for guidance
o Ask questions and offer creative suggestions as you grow into the role
o This is an “on-call”, in-office role
o Answer emails and calls quickly
o Clarify deadlines as needed
o Find moments of levity even when working long hours
o Stay aligned with your team on active workstreams and upcoming tasks; take pride in your work product
o Quality check your work and the work of your teammates to ensure accuracy before handing up the chain
o Seek feedback from your teammates/peers during and after key deliverable completion
o Ask “What’s next?” and work ahead instead of waiting for direction from your team; articulate thoughts and ideas to your teammates on day 1, both verbally and in writing
o As you gain confidence through experience, speak up during internal (Harris Williams deal team/colleagues) and external (client/C-suite facing) discussions, as directed by your deal team
Other Requirements
· Ability to work in the U.S. without sponsorship.
· Eligible candidates should be working towards or already possess a Bachelor's degree from a four-year institution
· Maintain a cumulative GPA of 3.2 or higher as a prerequisite
· Submit application including both your cover letter and resume through Harris Williams’ website, www.harriswilliams.com/careers. Upload your cover letter on the "My Experience" section of the application, as a secondary file under "Resume/CV." Your application will not be considered if you do not submit all materials.
· Complete a profile with Suited which will cover your academic background, prior work experience, employment preferences, and ask a series of suitability questions. Your Suited score will be considered as a data point in addition to your resume, interactions with the firm, etc. Please click the following link to proceed: https://app.wellsuited.com/join/KLK6tq49F-TPGWCACqK3.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
CompetenciesAccuracy and Attention to Detail, Business Acumen, Creativity, Customer Experience Management, Customer Relationship Management (CRM), Effective Communications, Leadership, Managing Multiple Priorities, Taking Ownership, Teamwork