Full-Time

Associate – Financial Sponsor Coverage

Posted on 9/10/2026

Harris Williams

Harris Williams

Global investment bank focused on M&A advisory

Compensation Overview

$175k - $200k/yr

+ Performance-based incentive

No H1B Sponsorship

Richmond, VA, USA

In Person

Master's

Category
Finance & Banking (1)
Required Skills
Claude
Market Research
Data Visualization
CRM
Financial analysis
Mergers & Acquisitions (M&A)
Business Analytics
Data Analysis
Excel/Numbers/Sheets
Microsoft Outlook
PowerPoint/Keynote/Slides

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Requirements
  • Two to four years of experience in investment banking, private equity, or a related financial services role.
  • Prior exposure to sponsor or financial institutions coverage, origination, or deal teams is desirable.
  • Strong knowledge and understanding of business and financial markets concepts and terminology.
  • Deep proficiency across the Microsoft suite, including CRM, Excel, PowerPoint, and Outlook, and key industry and banker platforms such as Claude or other artificial intelligence tools, PitchBook, Mergermarket, CapIQ, and Upslide.
  • Strong analytical technique in evaluating proprietary and third-party private equity and mergers and acquisitions industry data.
  • Ability to independently produce thoughtful, strategic final deliverables and communicate key insights clearly and succinctly.
  • Ability to think independently and strategically while collaborating with analysts, senior bankers, sponsor coverage coordinators, deal teams, and industry bankers.
  • Ability to direct workstreams, work through detailed analyses, drive projects to completion, and uphold quality standards.
  • Professional polish, presence, and judgment, including the ability to engage directly with senior private equity professionals, bankers, and firm leadership.
  • A master's degree, or a comparable combination of education, job-specific certifications, and experience in lieu of a degree.
Responsibilities
  • Direct and prioritize the team's workstreams with analysts, the Vice President, and senior bankers to ensure deliverables are on schedule and meet required standards.
  • Lead the development of proprietary data analyses covering buyer performance and behavior, deal trends, process dynamics, pitch activity, private equity industry trends, and macroeconomic trends.
  • Translate analyses into insights for senior bankers and deal teams and create Financial Sponsor Coverage content for firmwide use.
  • Own strategy and idea generation for presentations supporting private equity client meetings and calls, using existing and new creative content to support lead pursuit.
  • Coordinate between Financial Sponsor Coverage analysts, sponsor coverage coordinators, and senior bankers, keeping senior bankers informed of deliverable status and surfacing insights for broader firm distribution.
  • Represent the firm credibly in front of private equity professionals and take on a meaningful role in sponsor-facing interactions over time.
  • Support, develop, and own recurring Financial Sponsor Coverage reporting needs, including internal dashboards and related standing deliverables.
  • Maintain a current understanding of the firm's customer relationship management system and partner with data services and technology teams to develop reports, optimize reporting interfaces, and safeguard data integrity.
  • Identify, pursue, and deliver value-adding special projects supporting Financial Sponsor Coverage strategy and broader firm needs.
  • Submit a resume and an email indicating interest to the designated contact.
Desired Qualifications
  • Prior exposure to sponsor or financial institutions coverage, origination, or deal teams.

Harris Williams is a global investment bank that advises companies on mergers and acquisitions, guiding clients through sale processes, buyouts, and strategic combinations. It organizes coverage around dedicated industry teams spanning healthcare, transportation and logistics, consumer products, business services, and technology, pairing sector-specific bankers with M&A execution to position companies and connect them with buyers. Its clients include privately held companies and corporations as well as private equity sponsors and their portfolio companies, served across a network of global offices. What sets Harris Williams apart is its industry-focused coverage combined with an advisory-only model—it earns fees for guidance rather than taking principal positions in the businesses it represents. The goal is to help owners and investors maximize value and meet their strategic objectives through well-executed transactions.

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

1991

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Simplify Jobs

Simplify's Take

What believers are saying

  • 2026 mandates included USIC, Infosys-Optimum Healthcare IT, and VSE-Aero 3.
  • Business Wire on February 24, 2026 showed leadership depth across M&A and Europe.
  • Harris Williams keeps hiring; Revelio counted 473 employees and 23 2026 postings.

What critics are saying

  • PNC absorbed Harris Williams on July 18, 2026, tightening strategic control.
  • Banking talent remains portable; departures to Evercore, Lazard, or Houlihan Lokey damage franchise value.
  • Middle-market deal flow can collapse in 2027 if PE exits stay delayed.

What makes Harris Williams unique

  • PNC-owned Harris Williams combines middle-market M&A with private-capital advisory.
  • February 24, 2026 promotions added Jason Bass, Thierry Monjauze, and Joe Conner.
  • Frankfurt expansion added Philipp Mohr and Mark Brune, deepening European coverage.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

401(k) Company Match

Employee Stock Purchase Plan

Wellness Program

Parental Leave

Paid Holidays

Paid Vacation

Adoption Assistance

Childcare Support

Elder Care Support

Training Programs

Mentorship Program

Professional Development Budget

Tuition Reimbursement

Company News

Business Wire
Feb 28th, 2024
Harris Williams Announces Senior-Level Promotions

RICHMOND, Va.--(BUSINESS WIRE)--Harris Williams, a global investment bank specializing in MA and private capital advisory services, today announced the promotions of senior professionals across the U.S. and Europe. The promotions include:Ryan Budlong and Brent Spiller have each been promoted to co-head of the Consumer Group;Jen Bayat, Tyler Bradshaw, Nick Owens, Andreas Poth, Brian Titterington, Bryce Walker, and Greg Waller have been promoted to managing director;Rob Devlin and Richard Furseth have been promoted to director; andWill Baker, Ted Casey, Elliot Cave, Colin Chapin, Luke Clifford, Robert Crampton, Nick Crystal, Henry Frost, Sam Funkhouser, Addison Jones, Michael Tuohey, and Kel Wilburn have been promoted to vice president.“We are pleased to recognize these individuals, all of whom exhibit the expertise, market intelligence, and collaborative mindset that enable Harris Williams to consistently deliver superior outcomes for our clients,” said John Neuner, co-CEO of Harris Williams. “We are confident this next generation of senior-level professionals will continue to advance our firm’s capabilities and deepen our relationships with clients across the globe.”. “There is no more strategic investment we can make than the one we make in our people, and these promotions are a reflection of our commitment to supporting the ongoing success of these outstanding professionals,” said Bob Baltimore, co-CEO of Harris Williams. “We are proud to highlight their dedication to Harris Williams, and we look forward to their continued impact in helping our clients unlock value in their businesses.”

Business Wire
Jan 31st, 2023
Harris Williams Advises Magaya Corporation On Its Recapitalization By Apax Digital

RICHMOND, Va.--(BUSINESS WIRE)--Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Magaya Corporation (Magaya), a portfolio company of LLR Partners (LLR), on its recapitalization from funds advised by Apax Digital, the growth equity arm of Apax Partners (Apax). Magaya is a leading provider of cloud-based supply chain automation and logistics software for freight forwarders, customs brokers, and other international logistics providers. The transaction was led by Andy Leed, Erik Szyndlar, Ryan Costa, Colin Chapin and Sean McGann of the Harris Williams Technology Group.“International logistics is undergoing an industry-wide digital transformation, and Magaya is playing a central role in helping freight forwarders become more agile and resilient through its modern digital freight platform,” said Andy Leed, a managing director at Harris Williams. “It was a pleasure working with CEO Gary Nemmers, Magaya’s co-founders, and management on this transaction, and we are excited to see what the company accomplishes in their continued partnership with LLR and with their new partner Apax Digital.”“This investment represents another high-profile transaction for Harris Williams within the broader supply chain and logistics technology sector,” said Ryan Costa, a director at Harris Williams. “The rapidly changing global trade environment, which is characterized by growing trade volumes, increasing complexity, and ongoing diversification away from single-sourced supply chains, is not only driving strong demand for Magaya’s solutions, but also fueling investment activity across the broader market. We expect strong investor and corporate buyer interest to continue as these trends create new challenges for organizations.”Magaya is a modern digital freight platform that accelerates growth with flexible, interoperable, and modular cloud-based solutions designed to optimize and digitize end-to-end logistics operations and customer experience

Business Wire
Jan 13th, 2023
Harris Williams Advises Flagstop Car Wash On Its Recapitalization By Garnett Station Partners

RICHMOND, Va.--(BUSINESS WIRE)--Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Flagstop Car Wash (Flagstop) on its recapitalization and growth capital investment by Garnett Station Partners, LLC (Garnett Station). Flagstop is a rapidly expanding express car wash platform with 14 locations in Central Virginia. The transaction was led by Jershon Jones and Matt Williamson of the Harris Williams Transportation & Logistics (T&L) Group.“This transaction represents another marquee deal in the highly attractive car wash sector. Flagstop is a premier regional platform that is well-positioned for long-term growth. We are incredibly excited about the partnership between Flagstop and Garnett Station and look forward to seeing their continued success together,” said Jershon Jones, a managing director at Harris Williams.Flagstop was founded over 40 years ago in Chester, Virginia by Bob Schrum. Jamie Nester, Craig Marable, and Derek Haynes acquired the company in late 2016 and have successfully grown Flagstop into the leading express car wash platform in the greater Richmond, Virginia market with 14 existing locations

Business Wire
Nov 18th, 2022
Harris Williams Advises Bregal In Connection With The Combination Of Four Portfolio Companies To Form Genii Software Group

LONDON--(BUSINESS WIRE)--Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Bregal Unternehmerkapital Funds (Bregal) in connection with the combination of four portfolio companies, GUS Group (GUS), iptor, SHD, and PDV, to form GENII Software Group (GENII). The transaction was led by the Harris Williams Technology Group, including Thierry Monjauze, Mathew Tsui, Christopher Duerolf, and Ruben Pinheiro. “GENII represents a highly strategic transaction, consolidating a number of leading, specialist ERP players and further highlighting the power of creating diversified platforms of scale across the software market. We look forward to following the continued success of the new GENII banner,” said Thierry Monjauze, a managing director at Harris Williams. “It was great working with the Bregal team again, having sold iptor to them a few years ago.”

Business Wire
Nov 11th, 2022
Harris Williams Advises United States Infrastructure Corporation On Its Sale Of A 50% Stake To Kohlberg Company

RICHMOND, Va.--(BUSINESS WIRE)--Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised United States Infrastructure Corporation (USIC), a portfolio company of Partners Group, acting on behalf of its clients, on its sale of a 50% stake to Kohlberg & Company (Kohlberg). Partners Group will retain a 50% co-lead interest. Kohlberg was joined in this investment by a group of new partners that includes funds managed by Neuberger Berman. USIC is a leading provider of outsourced "utility locate" services, which involve locating, identifying, and marking sub-surface utility infrastructure such as pipes, cables, and fiber. The transaction was led by the Harris Williams Energy, Power & Infrastructure (EPI) Group and Business Services Group, including Bob Baltimore, Drew Spitzer, Matt White, Taylor Morris, Bill Greven, Thomas Saunders, Phil Hart and John Holleman. “USIC represents another marquee transaction for Harris Williams within the broader infrastructure services sector,” said Matt White, a managing director at Harris Williams. “The company’s proven track record of growth coupled with its resiliency through market cycles were key differentiators for investors seeking platforms of scale. These factors, along with management’s vision to create a tech-focused, employee-centric business model, led to tremendous excitement across the investment community.”