Full-Time

Experienced Investment Banking Analyst

Diversified Industrials

Confirmed live in the last 24 hours

D.A. Davidson

D.A. Davidson

1,001-5,000 employees

Provides wealth management and financial advisory services

Financial Services

Compensation Overview

$105k - $115kAnnually

Junior, Mid

Atlanta, GA, USA

Position is onsite in Atlanta, GA.

Category
Investment Banking
Finance & Banking
Required Skills
PowerPoint/Keynote/Slides
Requirements
  • 1-2 years of experience working in investment banking or transaction experience in related fields such as accounting, consulting or corporate finance required.
  • Bachelor’s degree with a minimum 3.5 GPA.
  • Working knowledge of business software (especially Word, Excel and PowerPoint).
  • High 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.
  • Possession of Securities Industries Essentials (SIE), Series 79, and 63 licenses preferred but not required. New hires without these licenses will require successful completion upon hiring.
Responsibilities
  • Develop financial modules to analyze a wide variety of client-specific projects.
  • Collaborate with an industry team from peer analysts to managing directors.
  • Prepare research/analytical content for pitch books, memorandums, presentations, and other projects.
  • Support business development activities of senior investment bankers.
  • Attend client meetings and interact on transactional and technical issues.
  • Actively participate in live deals, such as M&A, IPOs, and advisory.

D.A. Davidson & Co. provides wealth management and financial advisory services tailored to individuals, families, and businesses in the United States. The firm offers 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, including individual investors and 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

  • Increased demand for personalized financial advisory services benefits D.A. Davidson.
  • The rise of digital wealth management platforms offers expansion opportunities.
  • Mid-market M&A activity resurgence could benefit D.A. Davidson's advisory services.

What critics are saying

  • Competition in AI-driven financial services could challenge D.A. Davidson's market position.
  • Rapid AI technology evolution 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 small to middle-market companies.
  • D.A. Davidson uses a research-based approach to align portfolios with financial goals.

Help us improve and share your feedback! Did you find this helpful?