Full-Time
Investment Banking Analyst
Technology Group, June 2025 Start
Confirmed live in the last 24 hours
D.A. Davidson
1,001-5,000 employees
Provides wealth management and financial advisory services
Compensation Overview
$95kAnnually
Entry
Portland, OR, USA
Position is onsite in Portland, OR.
- Bachelor’s degree with a minimum 3.5 GPA.
- The ideal candidate has a connection to Portland, OR.
- Some investment banking or transaction experience in related fields such as accounting, consulting or corporate finance
- Working knowledge of business software (especially Word, Excel and PowerPoint).
- General 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.
- Upon hiring, the successful completion of the FINRA Limited Representative-Investment Banking Exam (Series 79) and the Uniformed Securities Agent State Law Exam (Series 63).
- Develop financial modules to analyze a wide variety of client-specific projects.
- Collaborate with an industry team from peer analysts to managing directors.
- Support business development activities of senior investment bankers.
- Attend client meetings and interact on transactional and technical issues.
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
6 month growth
↑ 0%1 year growth
↑ 0%2 year growth
↑ 0%
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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