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

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 personalized wealth management and financial advisory services to individuals, families, and businesses primarily in the United States. The firm offers a variety of services, including investment management, financial planning, and trust services, helping clients align their portfolios with their financial goals through a research-based approach. D.A. Davidson differentiates itself from competitors by focusing on personalized solutions tailored to a diverse client base, from individual investors to business owners. The company's goal is to build long-term relationships with clients and support them in achieving their financial objectives.

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

  • Joining D.A. Davidson offers exposure to high-profile deals and strategic partnerships, enhancing professional growth and industry expertise.
  • The firm's expansion into diverse sectors like industrial automation and precious metals provides employees with opportunities to work on varied and impactful projects.
  • D.A. Davidson's commitment to growing its presence in strategic markets, such as Boston, indicates robust growth prospects and potential for career advancement.

What critics are saying

  • The competitive landscape in financial advisory and investment banking requires D.A. Davidson to continuously innovate to maintain its market position.
  • Frequent strategic hires and expansions may lead to integration challenges and potential cultural misalignments within the firm.

What makes D.A. Davidson unique

  • D.A. Davidson's full-service platform integrates Capital Markets, Investment Banking, Institutional Research, Sales and Trading, and Sponsor Coverage, offering a comprehensive suite of services to technology clients.
  • The firm's role as exclusive financial advisor in strategic partnerships and acquisitions, such as with Sammons Warehouse Solutions and A-Mark Precious Metals, highlights its expertise in mid-market and specialized sectors.
  • D.A. Davidson's strategic hires and expansions, particularly in the Diversified Industrials and Technology sectors, demonstrate a focused approach to industry-specific growth.

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