Analyst

About Harris Williams

Harris Williams is a global investment bank specializing in M&A and private capital advisory services.

About the Role

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.

Key Responsibilities

• Analyze and manage HW proprietary data analyses, including buyer performance and behavior, valuation trends and observations, process dynamics, pitch activity, etc.
• Assist in funneling insights to both Sponsor Coverage and HW deal teams in preparation for client meetings.
• 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.
• Collaborate with senior Sponsor Coverage bankers and HW Industry Group bankers to drive highly strategic, targeted, and efficient lead pursuit.
• 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.
• Participate in a robust training program designed to build relationships, provide baseline knowledge of M&A, and prepare for the role in the Sponsor Coverage Group.
• Respond to emails and calls promptly.
• Clarify deadlines as needed.
• Stay aligned with your team on active workstreams and upcoming tasks.
• Take pride in your work product.
• Quality check your work and the work of your teammates to ensure accuracy.
• Seek feedback from your teammates/peers during and after key deliverable completion.
• Work ahead instead of waiting for direction from your team.
• Articulate thoughts and ideas to your teammates, both verbally and in writing.
• Speak up during internal and external discussions, as directed by your deal team, as confidence grows.

Requirements & Tech Stack

• 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

Qualifications

• 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.
• Ability to work in the U.S. without sponsorship.
• SIE and FINRA Series 63 and 79 licenses required (may be obtained within 120 days post hire).

Competencies

• Accuracy and Attention to Detail
• Business Acumen
• Creativity
• Customer Experience Management
• Customer Relationship Management (CRM)
• Effective Communications
• Leadership
• Managing Multiple Priorities
• Taking Ownership
• Teamwork

Application Process

• 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."
• Complete a profile with Suited: https://app.wellsuited.com/join/KLK6tq49F-TPGWCACqK3