M&A Associate

Harris Williams

M&A Associate advising Consumer and Technology clients at Harris Williams, a global investment bank. Leading deal workstreams, financial analysis, and client-ready materials for M&A engagements.

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial modeling, accounting, and valuation, with a strong ability to analyze complex data sets and deliver actionable insights. Proficient in building client-ready materials using Excel and PowerPoint while managing multiple workstreams and deadlines effectively.

Highest-signal resume keywords

Financial ModelingData AnalysisCapital IQFactSetExcel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingData AnalysisAccounting KnowledgeValuation TechniquesExcel ProficiencyPowerPoint DevelopmentTrend IdentificationAI Tool UtilizationM&A ExpertisePrivate Capital Advisory

Soft Skills

Clear CommunicationProblem-SolvingLearning AgilityRelationship BuildingTime Management

Tools & Technologies

Capital IQFactSetExcelPowerPointAI Tools

Industry Keywords

M&APrivate Capital AdvisoryConsumer SectorTechnology Sector

About the role

Key responsibilities & impact

Drive work forward in partnership with analysts across multiple client engagements
Lead multiple workstreams while maintaining focus on quality
Analyze complex data sets and identify trends using tools such as Capital IQ and FactSet
Build clear, client-ready materials in Excel and PowerPoint
Apply accounting, valuation, and financial modeling knowledge to M&A work
Use and direct AI tools while retaining ownership of quality, accuracy, and judgment
Build trusted 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 recommendations contributing to deal strategy
Engage with clients, senior bankers, and C-suite audiences
Respond quickly to emails and calls and attend deal team meetings in person
Work on M&A and private capital advisory engagements for Consumer and Technology groups

Requirements

What you’ll need

Ability to work in the U.S. without sponsorship
Willingness to work an on-call, in-office role
Ability to respond quickly to emails and calls
Willingness to attend deal team meetings in person and work long hours
Strong learning agility and ability to apply feedback
Clear verbal and written communication skills
Problem-solving and data-analysis skills, including identifying trends in complex data sets
Experience with 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 connections among the income statement, cash flow statement, and balance sheet
Willingness to deepen accounting, valuation, and financial modeling expertise
Comfort using and directing AI tools
Ability to lead multiple workstreams and manage deadlines
University/college degree or comparable combination of education, job-specific certification(s), and experience
5+ years of industry-relevant experience stated in the qualifications section

Benefits

Comp & perks

Highly competitive compensation
Pension
401(k) matching
Eligibility for performance bonus
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
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
Professional development and structured learning experience
Initial training program in the Richmond headquarters