Full-Time

Investment Banking Analyst

Diversified Industrials

Posted on 4/18/2024

D.A. Davidson

Investment banking for lower middle market firms

Consulting

Financial Services

Mid

Denver, CO, USA

Required Skills

Communications

PowerPoint/Keynote/Slides

Requirements

Bachelor’s degree with a minimum 3.5 GPA
Some investment banking or transaction experience in related fields such as accounting, consulting or corporate finance required
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
Successful completion of the FINRA Limited Representative-Investment Banking Exam (Series 79) and the Uniformed Securities Agent State Law Exam (Series 63)

Responsibilities

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
Actively participate in live deals, such as M&A, IPOs, and advisory

D.A. Davidson & Co. - the Strength of Advice

Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.

Investment Banking Analyst

D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for a full-time Analyst position working with the firm’s Diversified Industrials Investment Banking Group. The Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.

Qualifications:

Bachelor’s degree with a minimum 3.5 GPA.
Some investment banking or transaction experience in related fields such as accounting, consulting or corporate finance required.
Do you enjoy preparing research/analytical content for pitch books, memorandums, presentations and other projects?
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).

In this role you will:

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.
Actively participate in live deals, such as M&A, IPOs, and advisory

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson’s California Resident Privacy Policy.

D.A. Davidson

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Davidson Capital Advisors excels as a place to work due to its dedication to aligning the interests of customers, company, and shareholders through the use of servant leadership principles. As a financial advisory firm specializing in investment banking for lower middle market companies, it emphasizes strategic planning to drive capital strategy, ensuring a cohesive and principled approach to financial consulting. This emphasis on ethical leadership and strategic alignment makes it an outstanding environment for professionals seeking to impact the financial landscape effectively and positively.

Company Stage

N/A

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

2014

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