Associate – Financial Sponsor Coverage

• Direct and prioritize FSC team work streams with Analysts, Vice Presidents, and senior bankers
• Develop proprietary data analyses covering buyer performance and behavior, deal trends, process dynamics, and pitch activity
• Track private equity industry and macroeconomic trends and translate findings into insights for senior bankers and deal teams
• Create FSC content for firmwide use
• Own strategy and idea generation for presentations supporting private equity client meetings and calls
• Coordinate between FSC Analysts/SCCs and senior bankers, keeping bankers informed of deliverable status
• Surface insights and observations for broader firm distribution
• Represent Harris Williams credibly in front of private equity professionals and take on sponsor-facing interactions over time
• Support, develop, and own recurring FSC reporting, internal dashboards, and standing deliverables
• Maintain current knowledge of the firm's CRM and partner with data services and technology teams on reports, interfaces, and data integrity
• Identify, pursue, and deliver value-adding projects supporting FSC strategy and broader firm needs

• 2-4 years of experience in investment banking, private equity, or a related financial services role
• Prior exposure to sponsor/financial institutions coverage, origination, or deal teams is a plus
• Strong knowledge of business and financial markets concepts and terminology
• Deep proficiency across the Microsoft suite, including CRM, Excel, PowerPoint, and Outlook
• Proficiency with industry/banker platforms such as Claude/AI tools, Pitch Book, Mergermarket, CapIQ, and Upslide
• Strong analytical technique for evaluating proprietary and third-party PE and M&A industry data
• Ability to independently produce thoughtful, strategic final products
• Clear and succinct communication of key insights
• Independent and strategic thinking
• Ability to collaborate with FSC Analysts, senior bankers, SCCs, deal teams, industry bankers, and technology teams
• Ability to direct work streams and manage detailed execution
• Professional polish, presence, and sound judgment
• University/college degree; a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree
• No required certifications or licenses
• No required or preferred language assessments
• Must be able to satisfy applicable FDIA Section 19 and, where applicable, SAFE Act/FINRA requirements
• Harris Williams will not provide sponsorship for employment visas or participate in STEM OPT

Demonstrates strong analytical skills and strategic thinking in investment banking and private equity, with proficiency in data analysis and communication of insights. Capable of managing work streams and collaborating effectively with various teams while maintaining a professional presence.

• Investment Banking Experience
• Private Equity Knowledge
• Microsoft Suite Proficiency
• Data Analysis Skills
• Strategic Communication

• Data Analysis
• Financial Markets Concepts
• Analytical Techniques
• Strategic Thinking
• Workstream Management

• Clear Communication
• Collaboration
• Professional Presence
• Sound Judgment

• Private Equity
• Investment Banking
• Financial Services Deal Teams
• Sponsor Coverage

• Microsoft Excel
• Microsoft Power Point
• Microsoft Outlook
• Pitch Book
• Mergermarket
• CapIQ
• Claude/AI Tools
• Upslide