Experienced Associate, Business Services

Harris Williams • Richmond, VA

1d • Onsite

About The Position

We are ambitious in our goals and steadfast in the belief that clients deserve our very best. We invest in world-class, team-oriented individuals who are smart, driven, and principled – those who are eager to be part of something bigger than themselves. When you join Harris Williams, you are welcomed into a collegial environment where every individual has the opportunity to make an impact. Harris Williams will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Meaningful impact from the start: As an associate, you will have a high level of exposure to clients and senior bankers, who will place value in your ideas and unique perspective. Associates are responsible for driving work forward, in partnership with analysts.

Diverse projects: Associates lead key workstreams throughout client engagements. Beyond client work, this role will expand your professional experience through recruiting initiatives, mentorship programming, efforts to generate new client engagements, and more.

Collaborative work environment: Our goal is to unlock value in great businesses, and it starts by unlocking greatness in each other. We value a range of backgrounds and expertise, and we know our work is better when our teams inspire every individual to confidently contribute.

Professional development: Your professional development is our top priority. New analysts and associates convene in our Richmond headquarters for a robust training program designed to build relationships, provide baseline knowledge of M&A, and prepare you for your first client engagement. This initial program is just the beginning of an extensive learning experience.

Comprehensive compensation and benefits program: Highly competitive compensation, pension, 401(k) matching, and eligibility for performance bonus amongst many other robust benefits.

Requirements

• Ability to work in the U.S. without sponsorship
• Excel – Understanding of formulas, data validation, macros, tables, conditional formatting
• Accounting – Working understanding of how the income statement, cash flow statement and balance sheet connect and willingness to deepen accounting and valuation subject matter expertise over time
• Problem solving and data analysis – Able to identify trends in complex data sets and articulate the impact of those patterns
• Analytical Thinking
• Business Acumen
• Customer Experience Management.
• Customer Relationship Management (CRM)
• Effective Communications
• Leadership
• Marketing Strategy and Positioning
• Market Research
• Selling.
• Teamwork
• Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience.
• Specific certifications are often required.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Nice To Haves

• Masters

Responsibilities

• Associates are responsible for driving work forward, in partnership with analysts.
• Associates lead key workstreams throughout client engagements.
• Lead multiple activities and workstreams while maintaining focus on quality.
• Approach all tasks with humility and inspire collegiality and enthusiasm.
• View challenging tasks as opportunities for growth.
• Share ideas and credit among peers and teammates.
• Learn from mentors.
• Are curious self-starters.
• Exhaust available resources before asking senior deal team members for guidance.
• Offer creative suggestions and thoughtful solutions.
• Ask “What’s next?” and work ahead instead of waiting for direction.
• Seek feedback from your teammates/peers during and at the end of a project.
• Are responsive.
• Answer emails and calls quickly.
• Attend deal team meetings in-person.
• Find moments of levity even when working long hours.
• Clarify deadlines as needed.
• Stay aligned with your team on active workstreams and upcoming tasks.
• Ensure effective use of the analyst’s time, balancing delegation with a collaborative approach.
• Take pride in your work by delivering accurate, thoughtful work product.
• Deliver real-time performance feedback to analysts.
• Articulate thoughts and ideas to your teammates on day 1, both verbally and in writing.
• Speak up during internal (Harris Williams deal team/colleagues) and external (client/C-suite facing) discussions, as directed by your deal team.
• Translate technical concepts, data, and analysis into a compelling story that resonates in the market.

Benefits

• Highly competitive compensation
• pension
• 401(k) matching
• eligibility for performance bonus
• medical/prescription drug coverage (with a Health Savings Account feature)
• dental and vision options
• employee and spouse/child life insurance
• short and long-term disability protection
• 401(k) with PNC match
• pension and stock purchase plans
• dependent care reimbursement account
• back-up child/elder care
• adoption, surrogacy, and doula reimbursement
• educational assistance, including select programs fully paid
• a robust wellness program with financial incentives
• maternity and/or parental leave
• up to 11 paid holidays each year
• 9 occasional absence days each year, unless otherwise required by law
• between 15 to 25 vacation days each year, depending on career level
• years of service

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree