Full-Time
Experienced Investment Banking Analyst
Posted on 4/18/2024
Investment banking for lower middle market firms
Junior, Mid
Denver, CO, USA
- 1-3 years of experience working in investment banking or transaction experience in related fields such as accounting, consulting or corporate finance
- Interest and curiosity in the Diversified Industrials sector
- Bachelor's degree with a minimum 3.5 GPA
- Working knowledge of business software (especially Word, Excel and PowerPoint)
- High 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
- Possession of Securities Industries Essentials (SIE), Series 79, and 63 licenses preferred but not required. New hires without these licenses will require successful completion upon hiring
- Develop financial modules to analyze a wide variety of client-specific projects
- Collaborate with an industry team from peer analysts to managing directors
- Prepare research/analytical content for pitch books, memorandums, presentations, and other projects
- 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
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