Analyst - Financial Sponsor Coverage

About the Role

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.

Responsibilities

• 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.
• 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.
• Collaborate with senior Sponsor Coverage bankers and HW Industry Group bankers to drive highly strategic, targeted, and efficient lead pursuit.
• 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.

Qualifications

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

Skills

• 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.

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.

Pay

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. Depending on your eligibility, options for full-time employees include: 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.

Schedule

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.