Full-Time

Experienced Investment Banking Analyst

Posted on 4/18/2024

D.A. Davidson

Investment banking for lower middle market firms

Consulting

Financial Services

Junior, Mid, Senior

Portland, OR, USA

Required Skills

Communications

Financial analysis

PowerPoint/Keynote/Slides

Requirements

Six months to 18 months experience in Sell-Side M&A
Bachelor’s degree with a minimum 3.5 GPA
Highly motivated and confident with a strong desire to succeed in a challenging field
Strong knowledge of business software (especially Word, Excel and PowerPoint)
Basic corporate finance and accounting knowledge
Excellent verbal and written communications skills, strong work ethic and team oriented
Able to handle multiple projects with competing priorities
Good judgment in confidential situations and ability to exercise discretion
Flexibility to work long hours, nights, and weekends, as needed
Securities Industry Essentials Exam
Successful completion of the FINRA Limited Representative-Investment Banking Exam (Series 79) and the Uniformed Securities Agent State Law Exam (Series 63)

Responsibilities

Work on a team within the Technology industry vertical, and develop industry specific knowledge
Support the team’s projects, including business development and investment banking transactions
Create financial analysis for a wide variety of projects, including company valuation, projections, peer analysis, etc.
Prepare materials for team assignments, such as pitch books, management presentations, information memos, etc.
Coordinate and perform due diligence
Participate in recruiting efforts

D.A. Davidson & Co. - the Strength of Advice

Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.

D.A. Davidson & Co. is accepting applicants for Experienced Analyst positions in the Investment Banking Technology Group. The Analyst will play a critical role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.

The Analyst program includes training with Wall Street Prep in the first year, with mentorship from senior bankers and ongoing training to advance their skills throughout the three-year program. After three years, Analysts will have the opportunity to be promoted to an Associate.

Are you passionate about investment banking and corporate finance?
Do you thrive in team environments with high expectations?
Would you enjoy performing extensive research and in-depth analysis to create a professional work product for investment banking clients?

Qualifications:

Six months to 18 months experience in Sell-Side M&A
Bachelor’s degree with a minimum 3.5 GPA
Highly motivated and confident with a strong desire to succeed in a challenging field
Strong knowledge of business software (especially Word, Excel and PowerPoint)
Basic corporate finance and accounting knowledge
Excellent verbal and written communications skills, strong work ethic and team oriented
Able to handle multiple projects with competing priorities
Good judgment in confidential situations and ability to exercise discretion
Flexibility to work long hours, nights, and weekends, as needed
Securities Industry Essentials Exam
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)

Every day as an Analyst will be different. In this role you will:

Work on a team within the Technology industry vertical, and develop industry specific knowledge
Support the team’s projects, including business development and investment banking transactions
Create financial analysis for a wide variety of projects, including company valuation, projections, peer analysis, etc.
Prepare materials for team assignments, such as pitch books, management presentations, information memos, etc.
Coordinate and perform due diligence
Participate in recruiting efforts

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson’s California Resident Privacy Policy.

D.A. Davidson

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Davidson Capital Advisors excels as a place to work due to its dedication to aligning the interests of customers, company, and shareholders through the use of servant leadership principles. As a financial advisory firm specializing in investment banking for lower middle market companies, it emphasizes strategic planning to drive capital strategy, ensuring a cohesive and principled approach to financial consulting. This emphasis on ethical leadership and strategic alignment makes it an outstanding environment for professionals seeking to impact the financial landscape effectively and positively.

Company Stage

N/A

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

2014

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