Full-Time
Investment Banking Associate 1 or 2
Diversified Industrials
D.A. Davidson
1,001-5,000 employees
Wealth management and financial advisory services
Compensation Overview
$160k - $190k/yr
Boston, MA, USA
In Person
Bachelor's
 Finance & Banking (1) |
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- A minimum of two years of professional experience in investment banking, private equity, corporate development, or a related area is required.
- A bachelor's degree is required; an MBA is not required.
- Proficiency with Capital IQ, PitchBook, or Tableau is preferred.
- Advanced knowledge of business software, especially Microsoft Word, Excel, and PowerPoint, is required.
- Strong knowledge of financial modeling, corporate finance, and accounting is required.
- Excellent verbal and written communication skills, including business writing, are required.
- The candidate must be able to handle multiple projects with competing priorities.
- The candidate must exercise good judgment and discretion in confidential situations.
- The candidate must be comfortable and confident interacting with senior executives.
- The candidate must be able to train and provide mentorship to analysts and interns.
- The candidate must be flexible to work long hours, nights, and weekends as needed.
- Securities Industry Essentials, Series 79, and Series 63 licenses are preferred but not required; Series 7 may be applicable, and new hires without these licenses must successfully complete them after hiring.
- Work closely with senior bankers to support business development, sourcing, and transaction execution.
- Actively participate in live deals, including mergers and acquisitions, capital offerings, and strategic advisory engagements.
- Supervise investment banking analysts, including mentoring them and overseeing their work product.
- Lead the development of important technical analyses and presentations.
- Create marketing materials.
- Communicate and interact with clients while executing transactions.
- Travel for client meetings, conferences, and related business activities.
- Participate in recruiting efforts.
D.A. Davidson & Co. is a financial services firm that provides personalized wealth management and financial advisory support to individuals, families, and businesses in the United States. Its offerings include investment management, financial planning, and trust services, all delivered through a research-based approach that aims to tailor portfolios to each client’s goals. Revenue comes from advisory and asset management fees as well as commissions on financial products. The firm differentiates itself by combining customized, one-on-one guidance with a broad suite of services that cover investments, planning, and trust administration, serving a diverse client base from individuals to business owners. Its goal is to help clients align their portfolios with their financial objectives, protect and grow their wealth, and achieve long-term financial security through disciplined, evidence-based guidance.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Great Falls, Montana
Founded
2014
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Simplify's Take
What believers are saying
- July 2026 office expansion in Palm Desert and Richmond widens advisor recruiting reach.
- June 2026 and July 2026 deal wins show active middle-market M&A momentum.
- Technology, industrials, and sponsors coverage broaden cross-sell opportunities across Davidson's platform.
What critics are saying
- Wealth management faces fee compression if client assets stall and advisory pricing keeps falling.
- Hiring sprees in Dallas and technology banking raise compensation costs before revenue integration proves out.
- No disclosed layoffs or litigation relief means cyclic capital markets weakness can hit earnings fast.
What makes D.A. Davidson unique
- Employee-owned since 1935, D.A. Davidson combines wealth management with investment banking nationwide.
- July 2026 hires John Baumgartner and Gary Morabito deepen equity capital markets coverage.
- Its industrials franchise keeps closing mandates, including Secturion, Southworth, Delta Data, and Aithent.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Paid Vacation
Paid Sick Leave
Paid Holidays
Professional Development Budget
Tuition Reimbursement
Employee Discounts
Company Social Events
Company News
One of Home Depot’s critical sales metrics is expected to slow when it reports earnings. That’s according to a report Monday (May 19) from Bloomberg News, citing a survey of analysts who say the home improvement retailer’s comparable sales are projected to soften. The report noted that investors will gauge the company’s results as an indicator of how tariff concerns and declining consumer sentiment may affect the housing market. “There’s more risk to the numbers than we would’ve thought at the beginning of the year,” said Michael Baker, an analyst for D.A. Davidson. “I would not be surprised if it takes a little bit of a step back.”
(Zillow Image)Rocket Companies’ planned $1.75 billion acquisition of Seattle-based brokerage Redfin sparked questions about a potential competitive threat to fellow Seattle real estate company Zillow Group, another key player in the digital real estate arena. Rocket, the nation’s largest mortgage lender, has ambitions to become more of a comprehensive platform for home ownership, including researching and looking at listings, said Tom White, a senior equity research analyst with D.A. Davidson.The acquisition of Redfin could accelerate that strategy, but it’s too early to say whether the deal will materially threaten Zillow’s leadership of online home search, White said.Zillow is far and away the largest online real estate portal as measured by traffic.Bobby Mollins, director of internet research at Gordon Haskett, doesn’t think Rocket’s acquisition of Redfin will impact Zillow. He pointed to web traffic trends in recent years — Redfin reported a 3% drop in site traffic, to 42.6 million average monthly users, in its Q4 recent earnings report. Zillow, meanwhile, reported a 3% increase in traffic to 204 million monthly unique users. There is also risk that the integration of Redfin into Rocket doesn’t go according to plan, which could cause Redfin to lose both web traffic and market share, Mollins noted
(Photos via Bigstock, Redfin)Zillow Group and Redfin are long-time competitors. So when the Seattle-based real estate technology giants announced a key partnership earlier this month, it got us thinking: could the companies join forces in a bigger way in the future?Zillow is paying Redfin $100 million upfront as part of a new licensing deal that makes Zillow the exclusive provider of multifamily rental listings on Redfin and its subsidiaries, Rent.com and ApartmentGuide.com.The partnership helps Zillow invest deeper into its rentals business, which it estimates could be a billion-dollar or more revenue opportunity.Redfin, which is laying off 450 employees as part of the deal, will get additional revenue from leads generated via its network of sites. “We’re very excited about the partnership with Redfin,” Zillow CEO Jeremy Wacksman said on the company’s Feb. 11 earnings call. “We’re very similar mission companies. We’re trying to digitize the industry and turn on the lights
Big Tech companies have reportedly been increasing their investments in artificial intelligence (AI) infrastructure, with a particular focus on expanding their presence in international markets. Microsoft and Amazon have already allocated over $40 billion combined for AI-related and data center projects worldwide this year, the Wall Street Journal (WSJ) reported Thursday (May 23). Microsoft has outlined plans to invest over $16 billion in various countries, including France, Germany, Japan, Malaysia, Spain and Indonesia, the report said. Similarly, Amazon has earmarked investments of $15 billion in Japan, $9 billion in Singapore, $5 billion in Mexico and $1.3 billion in France
NEW YORK--(BUSINESS WIRE)--D.A. Davidson Co. announced that Gary Morabito has joined the Equity Capital Markets Group as Managing Director. In this new role, Morabito will work across Capital Markets, Investment Banking, Institutional Research, Sales and Trading, Davidson Engage (DEN), and Sponsor Coverage to bring the firm’s full-service platform to its technology clients. “Technology is one of the most active sectors for overall capital markets activity and one of our largest industry groups,” said Rory McKinney, President of D.A. Davidson Equity Capital Markets