Position Overview
Harris Williams seeks to hire an Associate to join the Financial Sponsor Coverage team in the Richmond, Virginia office.
Harris Williams will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
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.
Financial Sponsor Coverage Associate Role
The Financial Sponsor Coverage ("FSC") Associate helps drive critical marketing content, firm insights, and analyses in support of the private equity ("PE") coverage efforts of FSC senior bankers and Coverage Officers across the firm. The Associate directs, executes, and assures the quality of workstreams across the team's deliverables in close partnership with FSC senior bankers, FSC Analyst(s), and Sponsor Coverage Coordinators ("SCCs"). This is a hands-on role — the Associate is expected to own and produce client-ready analyses and materials as well as seek to build over time long-term private equity relationships and the market presence needed to represent HW's FSC practice. The Associate will work closely with FSC senior bankers and firm leadership to advance HW’s origination priorities and strategic initiatives across its PE client base. The Associate responsibilities include:
Workstream Leadership & Hands-On Execution — Directs and prioritizes the team's workstreams, partnering closely with the FSC Analyst(s), Vice President, and senior bankers to ensure deliverables are on schedule and meet the standard required for senior banker and firm leadership consumption.
Strategic Analyses & Market Insights — Leads the development of HW proprietary data analyses, including buyer performance/behavior, HW deal trends, process dynamics, and pitch activity, alongside tracking of PE industry and macroeconomic trends; ultimately translates into valuable insights for FSC senior bankers and HW deal teams ahead of client meetings, and creation of FSC content for firmwide use.
Marketing Materials & Origination Support — Owns strategy and idea generation for HW presentations supporting PE client meetings and calls, leveraging existing and new creative content in support of lead pursuit.
Senior Banker Coordination — Serves as the primary point of coordination between the FSC Analyst(s)/SCCs and the FSC VP, Director, and MDs, keeping senior bankers apprised of deliverable status and surfacing insights and observations for broader firm distribution.
Market Presence & Client Engagement — Displays fluency, polish, and command of the M&A and Private Capital Markets needed to represent the firm credibly in front of private equity professionals; over time, the Associate is expected to take on a meaningful role in sponsor-facing interactions.
FSC Reporting — Supports, develops, and owns FSC recurring reporting needs, including internal dashboards, and related standing deliverables.
CRM and Data Services — Maintains a deep, current understanding of the firm's CRM and partners with HW data services and technology teams to shape new and improved reports, optimize reporting interfaces, and safeguard data integrity.
Special Projects — Proactively identifies, pursues, and delivers value-adding projects in support of FSC strategy and broader firm needs, partnering closely with senior bankers, Analyst(s), and SCCs, as well as business operations and technology teams as needed.
Key Requirements
Experience — 2-4 years of experience in investment banking, private equity, or a related financial services role; prior exposure to sponsor/financial institutions…