Full-Time

Investment Banking Vice President

Diversified Industrials

Confirmed live in the last 24 hours

D.A. Davidson

D.A. Davidson

1,001-5,000 employees

Provides wealth management and financial advisory services

Financial Services

Compensation Overview

$225kAnnually

Senior, Expert

Washington, DC, USA

Position requires onsite presence in Washington, D.C.

Category
Investment Banking
Finance & Banking
Requirements
  • Strong transaction history – M&A or Capital Markets experience required
  • Ability to assist senior bankers in business development
  • Ability to lead transaction execution teams
  • High degree of comfort interacting with senior executives
  • Strong financial modeling ability and computer proficiency
  • Excellent verbal and written communication skills
  • Superior work ethic and teamwork skills
  • Good judgment and ability to exercise discretion when handling confidential information
  • Ability to perform in both team and self-directed settings
  • Highly motivated, with a desire to excel in a challenging field
  • MBA preferred, with 3 years and investment banking experience, or undergraduate degree with a minimum of 6 years investment banking experience
  • Possession of Series 79 (Series 7 may be applicable) and 63 licenses preferred but not required. New hires without these licenses will be required upon hiring
Responsibilities
  • Lead the day-to-day execution of transactions (Sell-Side M&A / Buy-Side M&A / Private Capital Raise / Public Offerings), including preparing and reviewing company marketing documents and financial models, managing marketing and due diligence processes, analyzing financing alternatives and negotiating documentation
  • Establish client trust by identifying needs, project leadership, transaction structuring, company positioning, due diligence, negotiating, etc.
  • Assist senior bankers in the business development efforts
  • Contribute to revenue targets for deal teams through relationship development and identifying and recommending deal opportunities for the firm
  • Manage, train and develop Associates and Analysts at the firm
  • Ensure high quality collaboration and production of work flow and product from Associates and Analysts

D.A. Davidson & Co. provides wealth management and financial advisory services tailored to individuals, families, and businesses in the United States. The firm offers investment management, financial planning, and trust services, helping clients align their financial portfolios with their goals through a research-based approach. Unlike many competitors, D.A. Davidson focuses on personalized solutions and serves a diverse clientele, from individual investors to business owners. The company's goal is to build long-term relationships with clients by providing trusted financial guidance and support.

Company Stage

N/A

Total Funding

N/A

Headquarters

Great Falls, Montana

Founded

2014

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

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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