Analyst - Financial Sponsor Coverage

PNC; Richmond (VA); On-site; USD 98,000 - 163,000; Full time

Benefits offered by this job

Health benefits

401(k) with match

Pension plan

Stock purchase program

Job summary

Harris Williams in Richmond, VA seeks an Analyst to join the Sponsor Coverage team. You will develop insights, support senior bankers, and help prepare client meetings with robust data analyses using Excel and PowerPoint. Training programs are provided to build M&A knowledge and deal execution skills.

This in-office role emphasizes collaboration, attention to detail, and timely communication as you work with HW deal teams and data services to deliver strategic value to PE clients.

Qualifications

• Bachelor's degree required.
• SIE and FINRA Series 63 and 79 licenses required.
• Proficiency in Excel and PowerPoint.

Responsibilities

• Analyze and manage HW proprietary data analyses for sponsor coverage and deal teams.
• Prepare client-ready materials including peer comparisons and deal history.
• Collaborate with senior bankers and data services to optimize reports and insights.
• Support lead pursuit and client meetings with targeted research and analysis.

Skills

Excel

PowerPoint

Data Analysis

Problem solving

Education

Bachelor's degree

Job description

Position Overview

We are a global investment bank specializing in M&A and private capital advisory services. Clients worldwide rely on us to help unlock value in their business and turn ambitious goals into reality. We approach every engagement with boundless collaboration, pooling expertise and relationships across industries, service offerings, and geographies. For over 30 years, our clients have trusted us to think strategically, execute precisely, and deliver premium outcomes to help them grow.

Job Description

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.

Meaningful impact from the start: Analyze and manage HW proprietary data analyses, including buyer performance and behavior, valuation trends and observations, process dynamics, pitch activity, etc. and assist in funneling insights to both Sponsor Coverage and HW deal teams in preparation for client meetings.

Diverse projects: 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.

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.

In this role, you will collaborate with senior Sponsor Coverage bankers and HW Industry Group bankers to drive highly strategic, targeted, and efficient lead pursuit. You will also 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.

Professional development: Your professional development is our top priority. You will participate in a robust training program designed to build relationships, provide baseline knowledge of M&A, and prepare you for your role in the Sponsor Coverage Group. This initial training 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.

What We Look For

Harris Williams hires individuals who are motivated by challenge, demonstrated through academic performance combined with involvement outside the classroom, which can include:

• participation in sports
• student led organizations
• work experience while completing a degree

No specific academic major is required; however, the following skillsets are desired:

• 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

What Makes a Harris Williams Analyst

• View challenging tasks as opportunities for growth; approach all tasks with humility, collegiality and enthusiasm together with teammates
• 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
• Ask questions and offer creative suggestions as you grow into the role
• This is an "on-call", in-office role
• 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
• As you gain confidence through experience, speak up during internal (Harris Williams deal team/colleagues) and external (client/C-suite facing) discussions, as directed by your deal team

Other Requirements

Ability to work in the U.S. without sponsorship.

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 as a prerequisite.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

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

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

Work Experience Roles at this level are filled by recent university / college graduates with little or no professional experience, but possessing relevant skills. Includes individuals joining the organization through a Corporate development/ training program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education Bachelors

Certifications No Required Certification(s)

Licenses SIE and FINRA Series 63 and 79 licenses required (may be obtained within 120 days post hire).

Language Assessments No Required or Preferred Language Assessments

Pay Transparency Base Salary: $97,500.00 – $162,500.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future.

• 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

In addition, PNC generally provides the following paid time off, depending on your eligibility: 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.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

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