Full-Time

Investment Banking Associate

Diversified Industrials

Updated on 12/30/2024

D.A. Davidson

D.A. Davidson

1,001-5,000 employees

Provides wealth management and financial advisory services

Financial Services

Compensation Overview

$160k - $190kAnnually

Junior, Mid

Atlanta, GA, USA

Position requires onsite presence in Atlanta, GA.

Category
Investment Banking
Finance & Banking
Required Skills
Tableau
PowerPoint/Keynote/Slides
Requirements
  • 2 years minimum professional experience working in investment banking, private equity, corporate development, etc. is required
  • Bachelor’s degree, but an MBA is not required
  • Highly motivated, confident, professional, and coachable
  • Proficiency with Capital IQ, PitchBook or Tableau is a plus
  • Advanced knowledge of business software (especially Word, Excel and PowerPoint)
  • Strong knowledge of financial modeling, corporate finance and accounting
  • Excellent verbal and written communications skills including business writing
  • Able to handle multiple projects with competing priorities
  • Strong work ethic and team oriented approach
  • Good judgment in confidential situations and ability to exercise discretion
  • High degree of comfort and confidence interacting with senior executives
  • Ability to train and provide mentorship to analysts and interns
  • Flexibility to work long hours, nights, and weekends, as needed
  • Securities Industry Essentials Exam, Series 79 (Series 7 may be applicable) and 63 licenses preferred but not required. New hires without these licenses will require successful completion upon hiring.
Responsibilities
  • Work closely with senior bankers to support business development, sourcing and execution of transactions
  • Actively participate in live deals, such as M&A, capital offerings and strategic advisory
  • Supervise investment banking analysts, including mentoring and oversight of the work product
  • Take the lead for developing important technical analysis and presentations
  • Create marketing materials
  • Communicate and interact with clients in executing transactions
  • Travel is required (i.e. client meetings, conferences, etc.)
  • Participate in recruiting efforts

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, aimed at helping clients align their portfolios with their financial goals. D.A. Davidson employs a research-based approach to tailor solutions for a diverse client base, which includes individual investors and business owners. Unlike many competitors, D.A. Davidson has a long history dating back to 1935 and has grown through strategic acquisitions and organic growth, establishing a reputation as a trusted name in the financial services industry. The company's goal is to deliver personalized financial solutions that meet the unique needs of each client.

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

  • The rise of digital wealth management platforms enhances personalized investment advice delivery.
  • Growth in middle-market private equity presents opportunities for D.A. Davidson's advisory services.
  • Increased focus on sustainable finance aligns with D.A. Davidson's advisory offerings.

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 current capabilities.
  • Resource diversion to Diversified Industrials may affect overall service quality.

What makes D.A. Davidson unique

  • D.A. Davidson offers personalized wealth management and financial advisory services in the U.S.
  • The firm has a strong focus on small to middle-market companies across various sectors.
  • D.A. Davidson's research-based approach aligns client portfolios with financial goals.

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