Financial Sponsor Coverage Associate - PE & M&A Insights

PNC; Richmond (VA); On-site; USD 175,000 - 200,000; Full time

Benefits offered by this job

401(k) with PNC match

Medical/prescription coverage

Dental and vision options

Vacation days

Paid holidays

Job summary

Harris Williams in Richmond, VA is seeking an Associate to join the Financial Sponsor Coverage team. The role delivers client-ready analyses and materials, supporting senior bankers and PE client coverage across the firm.

You will lead workstreams, develop proprietary data analyses, and help craft presentations for PE clients. 2-4 years in IB or PE, strong analytical skills, and proficiency with CRM and deal intelligence tools are required.

Qualifications

• 2-4 years in investment banking, private equity, or related financial services.
• Strong knowledge of business and financial markets concepts.
• Proficient with CRM, Excel, PowerPoint and industry platforms.

Responsibilities

• Directs and prioritizes workstreams with analysts and senior bankers.
• Leads proprietary data analyses and market insights for PE coverage.
• Owns marketing materials and origination support for client meetings.
• Coordinates with FSC team to keep deliverables on schedule.
• Develops and maintains client-ready analyses and materials.

Skills

Investment banking experience

Private equity knowledge

Financial analysis

Communication

Strategic thinking

Client relationship management

Adaptability

Education

University degree

Tools

CRM

Excel

PowerPoint

Outlook

PitchBook

Mergermarket

CapIQ

Upslide

Job description

Harris Williams in Richmond, VA is seeking an Associate to join the Financial Sponsor Coverage team. The role delivers client-ready analyses and materials, supporting senior bankers and PE client coverage across the firm.

You will lead workstreams, develop proprietary data analyses, and help craft presentations for PE clients. 2-4 years in IB or PE, strong analytical skills, and proficiency with CRM and deal intelligence tools are required.