2027 M&A Analyst I (SF)

Harris Williams & Co•San Francisco, CA

3d•Onsite

About The Position

Harris Williams is hiring 2027 M&A Analyst(s) for our San Francisco team. As an analyst, you will have a high level of exposure to clients and senior bankers, representing the firm throughout the entire client engagement. Beyond client work, this role will expand your professional experience through recruiting initiatives, mentorship programming, efforts to generate new client engagements, and more. 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.

Requirements

Ability to work in the U.S. without sponsorship.
Working towards or already possess a Bachelor's degree from a four-year institution.
Maintain a cumulative GPA of 3.2 or higher.
Submit your cover letter and resume (combined into one PDF).
Complete a profile with Suited.
Understanding of Excel formulas, data validation, macros, tables, conditional formatting.
Working understanding of how the income statement, cash flow statement and balance sheet connect.
Ability to identify trends in data and articulate the impact of those patterns.
Accuracy and Attention to Detail.
Business Acumen.
Creativity.
Customer Experience Management.
Customer Relationship Management (CRM).
Effective Communications.
Leadership.
Managing Multiple Priorities.
Taking Ownership.
Teamwork.

Nice To Haves

Willingness to deepen subject matter expertise in accounting over time.

Responsibilities

Represent the firm throughout the entire client engagement.
Participate in recruiting initiatives.
Engage in mentorship programming.
Contribute to efforts to generate new client engagements.
Approach all tasks with humility, collegiality and enthusiasm together with teammates.
View challenging tasks as opportunities for growth.
Share ideas and credit among peers and teammates.
Learn from mentors.
Be a curious self-starter.
Exhaust available resources before asking senior deal team members for guidance.
Ask questions and offer creative suggestions as you grow into the role.
Be responsive.
Answer emails and calls quickly.
Clarify deadlines as needed.
Find moments of levity even when working long hours.
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 before handing up the chain.
Seek feedback from your teammates/peers during and after key deliverable completion.
Ask “What’s next?” and work ahead instead of waiting for direction from your team.
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.

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
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 and years of service.