Associate Financial Sponsor Coverage
Richmond, VA - USA
Job Summary
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.
The Financial Sponsor Coverage (FSC) Associate helps drive critical marketing content firm insights and analyses in support of the private equity (PE) coverage efforts of FSC senior bankers and Coverage Officers across the firm. The Associate directs executes and assures the quality of workstreams across the teams deliverables in close partnership with FSC senior bankers FSC Analyst(s) and Sponsor Coverage Coordinators (SCCs). This is a hands-on role the Associate is expected to own and produce client-ready analyses and materials as well as seek to build over time long-term private equity relationships and the market presence needed to represent HWs FSC practice. The Associate will work closely with FSC senior bankers and firm leadership to advance HWs origination priorities and strategic initiatives across its PE client base. The Associate responsibilities include:
- Workstream Leadership & Hands-On Execution Directs and prioritizes the teams workstreams partnering closely with the FSC Analyst(s) Vice President and senior bankers to ensure deliverables are on schedule and meet the standard required for senior banker and firm leadership consumption.
- Strategic Analyses & Market Insights Leads the development of HW proprietary data analyses including buyer performance/behavior HW deal trends process dynamics and pitch activity alongside tracking of PE industry and macroeconomic trends; ultimately translates into valuable insights for FSC senior bankers and HW deal teams ahead of client meetings and creation of FSC content for firmwide use.
- Marketing Materials & Origination Support Owns strategy and idea generation for HW presentations supporting PE client meetings and calls leveraging existing and new creative content in support of lead pursuit.
- Senior Banker Coordination Serves as the primary point of coordination between the FSC Analyst(s)/SCCs and the FSC VP Director and MDs keeping senior bankers apprised of deliverable status and surfacing insights and observations for broader firm distribution.
- Market Presence & Client Engagement Displays fluency polish and command of the M&A and Private Capital Markets needed to represent the firm credibly in front of private equity professionals; over time the Associate is expected to take on a meaningful role in sponsor-facing interactions.
- FSC Reporting Supports develops and owns FSC recurring reporting needs including internal dashboards and related standing deliverables.
- CRM and Data Services Maintains a deep current understanding of the firms CRM and partners with HW data services and technology teams to shape new and improved reports optimize reporting interfaces and safeguard data integrity.
- Special Projects Proactively identifies pursues and delivers value-adding projects in support of FSC strategy and broader firm needs partnering closely with senior bankers Analyst(s) and SCCs as well as business operations and technology teams as needed.
- Experience 2-4 years of experience in investment banking private equity or a related financial services role; prior exposure to sponsor/financial institutions coverage origination or deal teams is a plus.
- Business Acumen Exhibits strong knowledge and understanding of key business and financial markets concepts and terminology needed for sound decision-making in the context of Harris Williams business its clients and the industries it serves.
- Business Analytics Demonstrates deep proficiency across the Microsoft suite (CRM Excel PowerPoint Outlook etc.) and key industry/banker platforms (e.g. Claude/AI tools PitchBook Mergermarket CapIQ Upslide) along with strong analytical technique in evaluating proprietary and third-party PE and M&A industry data.
- Judgment & Communication Understands the requirements of FSC deliverables well enough to independently produce a thoughtful strategic final product; communicates key insights clearly and succinctly to inform senior banker strategy and ultimately to facilitate direct dialogue with HWs private equity client base.
- Decision Making & Critical Thinking Thinks independently and strategically while collaborating seamlessly with FSC Analyst(s) and senior bankers SCCs deal teams and industry bankers to identify practical solutions and deliver client-ready work product.
- Versatility Equally comfortable directing workstreams and getting into the details; partners closely with the FSC Analyst(s) to drive projects to completion while upholding to the firms quality standards.
- Professionalism Demonstrates the polish presence and sound judgment expected of a Financial Sponsor Coverage banker including the ability to engage directly with senior private equity professionals on behalf of the firm as well as HW bankers and firm leadership.
To be considered please submit your resume and an email indicating your interest to Farrell Guest ().
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.
To learn more about these and other programs including benefits for full time and part-time employees visit.
If an accommodation is required to participate in the application process please contact us via email at . 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 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.
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.
Required Experience:
IC