M&A Associate – Technology

Harris Williams

M&A Associate supporting technology-sector transactions for Harris Williams, a global investment bank specializing in M&A and private capital advisory services. Leading workstreams, analyzing data, and producing client-ready materials.

Posted 8/4/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesJuniorMid-Level💰 $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing multiple workstreams and delivering high-quality, client-ready work products in M&A and private capital advisory engagements. Proficient in data analysis, financial modeling, and effective communication tailored to diverse audiences.

Highest-signal resume keywords

M&A AdvisoryFinancial ModelingData AnalysisCapital IQFactSet

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Excel FormulasData ValidationPowerPoint MaterialsIncome Statement UnderstandingCash Flow Statement UnderstandingBalance Sheet UnderstandingValuation ExpertiseFinancial Modeling ExpertiseTrend IdentificationAI Tools Utilization

Soft Skills

Clear CommunicationProactive Learning AgilityRelationship BuildingMotivation by ChallengeQuality Ownership

Industry Keywords

Client EngagementsDeal StrategyOn-Call RoleLong HoursUniversity DegreeIndustry-Relevant Experience

About the role

Key responsibilities & impact

Drive work forward in partnership with analysts
Gain exposure to clients and senior bankers
Participate in the full lifecycle of multiple client engagements
Lead multiple workstreams while maintaining quality
Own outcomes and advance tasks from start to finish
Build relationships across deal teams and firm colleagues
Deliver accurate, high-quality, client-ready work products
Manage workstreams and deadlines for consistent, on-time execution
Translate data and analysis into actionable insight and deal strategy
Contribute to client recommendations in M&A and private capital advisory engagements
Attend deal team meetings in person
Respond quickly to emails and calls in an on-call role

Requirements

What you’ll need

Ability to work in the U.S. without sponsorship
Ability to work in an on-call, in-office role
Willingness to attend deal team meetings in person
Willingness to work long hours
Motivated by challenge, with demonstrated academic performance and prior work experience
Curiosity and proactive learning agility
Ability to articulate ideas clearly and tailor communication to the audience, verbally and in writing
Ability to identify trends in complex data sets and explain their impact
Understanding of Capital IQ and FactSet
Understanding of Excel formulas, data validation, tables, and conditional formatting
Ability to build clear, client-ready PowerPoint materials
Working understanding of income statement, cash flow statement, and balance sheet connections
Willingness to deepen accounting, valuation, and financial modeling expertise
Comfort using and directing AI tools while retaining ownership of quality, accuracy, and judgment
Ability to lead multiple workstreams while maintaining quality
Ability to deliver accurate, high-quality, client-ready work products
Ability to manage workstreams and deadlines
University/college degree typically required for roles at this level
5+ years of industry-relevant experience stated in the qualifications section
Comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree
Must submit a combined resume and cover letter as one PDF
Must complete a Suited profile

Benefits

Comp & perks

Highly competitive compensation
Pension
401(k) matching
Eligibility for performance bonus
Robust benefits
Robust training program
Extensive, structured learning experience
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
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
Between 15 to 25 vacation days each year, depending on career level