Full-Time

Investment Banking Associate

Diversified Industrials

Posted on 4/18/2024

D.A. Davidson

D.A. Davidson

Financial advisory for lower middle market firms

Financial Services
Consulting

Mid

Denver, CO, USA

Required Skills
Communications
Tableau
Marketing
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s degree
  • 3 years minimum experience in investment banking, private equity, corporate development, etc.
  • Interest in the Diversified Industrials sector
  • Proficiency with Bloomberg, Capital IQ, and Tableau
  • Advanced knowledge of business software (Word, Excel, PowerPoint)
  • High level of financial knowledge (financial modeling, macroeconomics, current events)
  • Excellent verbal and written communication skills
  • Strong work ethic and teamwork skills
  • Self-motivated with a desire to excel
  • Good judgment and discretion in handling confidential information
  • Comfort interacting with senior executives
  • Flexibility to work long hours, nights, and weekends
  • Possession of SIE, Series 79 (Series 7 may be applicable) and 63 licenses
Responsibilities
  • Actively participate in live deals such as M&A, IPOs, and advisory
  • Perform day-to-day functions for advancing a transaction
  • Develop business valuation and financial models
  • Create transaction and client marketing materials
  • Support senior bankers in business development and the sourcing and execution of transactions
  • Attend tradeshows and industry events as needed
  • Interact with clients and potential clients on transactional and technical issues
  • Manage internal deal teams for work flow and work product
  • Work with investment banking analysts, including training and oversight of work product
  • Travel as required

Davidson Capital Advisors provides a supportive work environment that encourages a unique servant leadership approach, aligning the interests of customers, the company, and shareholders. Specializing in investment banking for lower middle market companies, it fosters a culture where strategic planning and financial steadiness are paramount, offering employees a stable and ethically driven career path in the financial sector.

Company Stage

N/A

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

2014

Growth & Insights
Headcount

6 month growth

NaN%

1 year growth

NaN%

2 year growth

NaN%
INACTIVE