Full-Time

Investment Banking Associate

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

$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, 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.

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