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Harris Williams

Global investment bank focused on M&A advisory

Associate – Financial Sponsor Coverage

Investment BankingConfirmed live in the last 24 hours
Full-timeRichmond, VA, USA

About the Job

Requirements

  • Two to four years of experience in investment banking, private equity, or a related financial services role.
  • Strong knowledge and understanding of key business and financial markets concepts and terminology relevant to the firm's business, clients, and industries.
  • Deep proficiency across the Microsoft suite, including CRM, Excel, PowerPoint, and Outlook, and industry/banker platforms such as Claude/AI tools, PitchBook, Mergermarket, CapIQ, and Upslide; strong analytical technique in evaluating proprietary and third-party private equity and M&A industry data.
  • Ability to independently produce thoughtful, strategic final deliverables and communicate key insights clearly and succinctly to inform senior banker strategy and facilitate direct client dialogue.
  • Ability to think independently and strategically while collaborating with FSC Analysts, senior bankers, Sponsor Coverage Coordinators, deal teams, and industry bankers to identify practical solutions and deliver client-ready work.
  • Ability to direct workstreams and engage in detailed execution, partnering with FSC Analysts to complete projects while meeting quality standards.
  • Professional polish, presence, and judgment appropriate for a Financial Sponsor Coverage banker, including ability to engage directly with senior private equity professionals, bankers, and firm leadership.
  • A Master's degree is listed under Education.

Responsibilities

  • Direct and prioritize team workstreams with FSC Analysts, the Vice President, and senior bankers to keep deliverables on schedule and meet standards for senior bankers and firm leadership.
  • Lead development of proprietary data analyses, including buyer performance and behavior, deal trends, process dynamics, and pitch activity; track private equity industry and macroeconomic trends; translate findings into insights for senior bankers and deal teams and create content for firmwide use.
  • Own strategy and idea generation for presentations supporting private equity client meetings and calls, leveraging existing and new creative content to support lead pursuit.
  • Coordinate between FSC Analysts and Sponsor Coverage Coordinators and the FSC Vice President, Director, and Managing Directors; keep senior bankers informed about deliverable status and surface insights for broader firm distribution.
  • Represent the firm credibly in front of private equity professionals and, over time, take on a meaningful role in sponsor-facing interactions.
  • Support, develop, and own recurring FSC reporting, including internal dashboards and related standing deliverables.
  • Maintain current knowledge of the firm's CRM and partner with data services and technology teams to shape improved reports, optimize reporting interfaces, and safeguard data integrity.
  • Identify, pursue, and deliver value-adding projects supporting FSC strategy and broader firm needs in partnership with senior bankers, Analysts, Sponsor Coverage Coordinators, business operations, and technology teams.

Desired Qualifications

  • Prior exposure to sponsor or financial institutions coverage, origination, or deal teams.

About the Company

Harris Williams

Global investment bank focused on M&A advisory

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
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Boston, MA
Founded
1991

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