At Harris Williams our people are our greatest competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As an Origination Manager within Harris Williams, you will be based in Richmond, Virginia.
Job Profile
The Origination Manager works across the Industry Group to research, develop and manage the group’s business development efforts. Partners with the Industry Group Heads to create sector specific research and private equity client connectivity; tracks and quantifies market information to drive proactive outreach strategies. Develops industry decks around research results and presents findings to senior level bankers. Identifies relevant market trends and developments by utilizing industry knowledge and advanced research techniques . Conducts in depth research in support of new lead development.
Origination Coordination and Strategic Coverage
Manages Industry Group Origination activities
Tracks and analyzes Private Equity Groups, Strategic Companies, and Portfolio Companies’ news and trends
Creates Industry Group’s coverage dashboard; develops conference strategy and HW attendance
Creates Private Equity Group information decks to support the Industry Group and communication efforts
Conducts market research to support the development of qualitative and quantitative presentation material
Industry Group Lead Management
Formulates and presents on relevant market trends and developments
Generates new Lead and Sector development
Monitors and evaluates the Private Equity Groups and Strategic Companies’ market activity, including acquisitions, sales, current events, current processes and then formulate insights to share with bankers
Create market mappings that identify key M&A players and potential targets
Manages Lead Progression using Salesforce Management Practices
Ensures all information from Industry Group meetings, business development calls, conferences and current process feedback is relevant, clear and accurate; keep bankers on track with lead pursuit
Communicates and tracks major sector announcements (e.g. product releases, management changes, earnings calls)
Content Strategy and Creation
In coordination with Marketing, suggests and develops content for post deal marketing activities
Leverages recent transactions to create case studies for the monthly reader
Acts as a resource to guide white papers, industry updates, social media content for each sub vertical
Experience and Qualification Requirements
Minimum 3 years of experience in Investment Banking or adjacent/other relevant experience in financial services, equity research, management consulting, business development etc.
Strong working knowledge of M&A process, accounting and valuation modeling concepts
Business development mindset; demonstrated ability to synthesize data into actionable recommendations
Excellent organizational and analytical skills
Proficiency in proofreading with a high level of attention to detail and accuracy
Strong written and oral communication skills
Self-motivated, entrepreneurial; comfortable with ambiguity; able to work both independently and as a team
Competencies
Accuracy and Attention to Detail – Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.
Analytical Thinking – Knowledge of techniques and tools that promote effective analysis and the ability to determine the root cause of organizational problems and create alternative solutions that resolve the problems in the best interest of the business.
Consulting – Knowledge of techniques, roles, and responsibilities in providing technical or business guidance to clients, both internal and external; ability to apply this knowledge appropriately to diverse situations.
Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
IT Standards, Procedures & Policies – Knowledge of and the ability to utilize a variety of administrative skill sets and technical knowledge to manage organizational IT policies, standards, and procedures.
Organizational Leadership – Knowledge of, and ability to use strategies and skills to enlist others in setting, embracing and achieving objectives.
Problem Solving – Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.
Project Administration – Knowledge of, and ability to use, organizational strategies, practices and tools for administering projects.
Project Management – Ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources, to achieve project objectives.
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.
Education
Bachelors
Disability Accommodations Statement
The PNC workplace is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the PNC Careers website or submission process, please call 877-968-7762 and select Option 4: Recruiting or contact us via email at pathfinder@pnc.com.
The Human Resources Service Center hours of operation are Monday – Friday 9:00 AM to 5:00 PM ET.
Equal Employment Opportunity (EEO)
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.
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