Full-Time
Investment Banking Analyst
Diversified Industrials
Updated on 12/30/2024
D.A. Davidson
1,001-5,000 employees
Provides wealth management and financial advisory services
Compensation Overview
$95kAnnually
Entry, Junior
Denver, CO, USA
Position is onsite in Denver, CO.
- 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.
- 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.
- Actively participate in live deals, such as M&A, IPOs, and advisory.
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, aimed at helping clients align their portfolios with their financial goals. D.A. Davidson employs a research-based approach to tailor solutions for a diverse client base, which includes individual investors and business owners. Unlike many competitors, D.A. Davidson has a long history dating back to 1935 and has grown through strategic acquisitions and organic growth, establishing a reputation as a trusted name in the financial services industry. The company's goal is to deliver personalized financial solutions that meet the unique needs of each client.
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
- The rise of digital wealth management platforms enhances personalized investment advice delivery.
- Growth in middle-market private equity presents opportunities for D.A. Davidson's advisory services.
- Increased focus on sustainable finance aligns with D.A. Davidson's advisory offerings.
What critics are saying
- Competition in AI-driven financial services could challenge D.A. Davidson's market position.
- Rapid AI technology evolution may outpace D.A. Davidson's current capabilities.
- Resource diversion to Diversified Industrials may affect overall service quality.
What makes D.A. Davidson unique
- D.A. Davidson offers personalized wealth management and financial advisory services in the U.S.
- The firm has a strong focus on small to middle-market companies across various sectors.
- D.A. Davidson's research-based approach aligns client portfolios with financial goals.
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