Full-Time

Investment Banking Analyst

Technology Group, June 2025 Start

Posted on 9/24/2024

D.A. Davidson

D.A. Davidson

1,001-5,000 employees

Provides wealth management and financial advisory services

Financial Services

Compensation Overview

$95kAnnually

Entry

New York, NY, USA

Position requires onsite presence in New York, NY.

Category
Investment Banking
Finance & Banking
Required Skills
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s degree with a minimum 3.5 GPA.
  • The ideal candidate has a connection to Portland, OR.
  • Some investment banking or transaction experience in related fields such as accounting, consulting or corporate finance
  • Working knowledge of business software (especially Word, Excel and PowerPoint).
  • General level of financial knowledge (financial modeling, macroeconomics, current events, etc.).
  • Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field.
  • Good judgment in confidential situations and ability to exercise discretion when handling confidential information.
  • Flexibility to work long hours, nights, and weekends, as needed for workflow.
  • Upon hiring, the successful completion of the FINRA Limited Representative-Investment Banking Exam (Series 79) and the Uniformed Securities Agent State Law Exam (Series 63).
Responsibilities
  • Develop financial modules to analyze a wide variety of client-specific projects.
  • Collaborate with an industry team from peer analysts to managing directors.
  • Support business development activities of senior investment bankers.
  • Attend client meetings and interact on transactional and technical issues.

D.A. Davidson & Co. provides wealth management and financial advisory services tailored to individuals, families, and businesses in the United States. The firm offers various services, including investment management, financial planning, and trust services, helping clients align their financial portfolios with their goals through a research-based approach. Unlike many competitors, D.A. Davidson focuses on personalized solutions and has a diverse client base, ranging from individual investors to business owners. Established in 1935, the company has grown through strategic acquisitions and aims to be a trusted partner in navigating the financial landscape.

Company Stage

N/A

Total Funding

N/A

Headquarters

Great Falls, Montana

Founded

2014

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for personalized financial advisory services boosts D.A. Davidson's client base.
  • Expansion in middle-market M&A activity increases advisory service opportunities.
  • Rising interest in sustainable investments aligns with D.A. Davidson's research-based approach.

What critics are saying

  • Increased competition in AI-driven financial services challenges D.A. Davidson's market position.
  • Rapid AI advancements may outpace D.A. Davidson's integration capabilities.
  • Strategic focus on Diversified Industrials may divert resources from other critical areas.

What makes D.A. Davidson unique

  • D.A. Davidson offers personalized wealth management and financial advisory services.
  • The firm has a strong focus on middle-market M&A activity.
  • D.A. Davidson integrates a research-based approach in aligning client portfolios with financial goals.

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