Analyst - Financial Sponsor Coverage

Harris Williams & Co•Richmond, VA

3d•Onsite

About The Position

Harris Williams seeks an Analyst to join its Sponsor Coverage team in Richmond, Virginia. The Analyst develops insights and analyses to support senior Sponsor Coverage bankers and private equity client strategies. The role analyzes and manages proprietary data, including buyer performance and behavior, valuation trends, process dynamics, and pitch activity, and shares insights with Sponsor Coverage and industry deal teams ahead of client meetings. It also tracks private equity industry trends and broader macroeconomic data, and uses Excel and PowerPoint to prepare ad hoc analyses and client-ready materials for meetings and origination activities. The Analyst collaborates with senior Sponsor Coverage bankers and Industry Group bankers on strategic, targeted lead pursuit, and partners with data services and technology teams to improve key reports and support ad hoc projects and firm analyses for leadership. The position includes a robust initial training program covering M&A fundamentals, relationship building, and preparation for the Sponsor Coverage Group, followed by ongoing professional development. This is an on-call, in-office role that requires prompt communication, close coordination with teammates, and careful quality checks of work. Candidates must be eligible to work in the United States without sponsorship. Applicants should be working toward or already have a bachelor's degree from a four-year institution and maintain a cumulative GPA of at least 3.2. The SIE and FINRA Series 63 and 79 licenses are required and may be obtained within 120 days after hire. Base salary is $97,500 to $162,500, with incentive eligibility based on company, business, and/or individual performance. The position does not provide employment visa sponsorship or participate in STEM OPT.

Requirements

Eligible to work in the United States without employment visa sponsorship.
Working toward or already possess a bachelor's degree from a four-year institution; a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
Cumulative GPA of 3.2 or higher.
Knowledge of Excel formulas, data validation, macros, tables, and conditional formatting is desired.
PowerPoint slide creation and design skills are desired.
Data analysis skills, including sorting data to identify trends, are desired.
Problem-solving ability, including identifying trends in data and articulating their impact, is desired.
SIE and FINRA Series 63 and 79 licenses are required; they may be obtained within 120 days after hire.
Demonstrate accuracy and attention to detail, business acumen, creativity, effective communication, leadership, ability to manage multiple priorities, ownership, teamwork, and customer and relationship management competencies.
Submit a resume and cover letter through the Harris Williams website and complete a Suited profile.

Nice To Haves

Involvement outside the classroom, such as participation in sports, student-led organizations, or work experience while completing a degree.
No specific academic major is required.

Responsibilities

Analyze and manage proprietary data analyses, including buyer performance and behavior, valuation trends, process dynamics, and pitch activity.
Funnel relevant insights to Sponsor Coverage and industry deal teams in preparation for client meetings.
Track private equity industry trends and broader macroeconomic data to inform market insights.
Use Excel and PowerPoint to prepare ad hoc analyses and client-ready materials, including peer comparisons, deal history, relationship updates, and qualitative insights.
Collaborate with senior Sponsor Coverage bankers and Industry Group bankers to support strategic, targeted, and efficient lead pursuit.
Partner with data services and technology teams to optimize and inform the development of key reports.
Contribute to ad hoc projects and firm analyses supporting firm leadership.
Communicate promptly, stay aligned with teammates on active workstreams and upcoming tasks, and clarify deadlines as needed.
Quality-check personal and teammates' work for accuracy before submission.
Seek feedback, offer ideas, and take initiative to work ahead as experience in the role grows.

Benefits

Highly competitive compensation and eligibility for a performance bonus.
Pension.
401(k) matching.
Professional training and development program.
Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility.
Dental and vision options.
Employee and spouse/child life insurance.
Short- and long-term disability protection.
Stock purchase plans.
Dependent care reimbursement account.
Back-up child and elder care.
Adoption, surrogacy, and doula reimbursement.
Educational assistance, including select fully paid programs.
Wellness program with financial incentives.
Maternity and/or parental leave, subject to eligibility.
Up to 11 paid holidays each year, subject to eligibility.
Nine occasional absence days each year, subject to eligibility and applicable law.
Between 15 and 25 vacation days each year, depending on career level and years of service.