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Full-Time

Experienced Investment Banking Analyst

Technology

Confirmed live in the last 24 hours

D.A. Davidson

D.A. Davidson

1,001-5,000 employees

Financial advisory for lower middle market firms

Consulting
Financial Services

Compensation Overview

$95k - $105kAnnually

Entry, Junior

New York, NY, USA

Category
Investment Banking
Finance & Banking
Required Skills
Communications
Financial analysis
PowerPoint/Keynote/Slides
Requirements
  • Six months to 18 months experience in Sell-Side M&A
  • Bachelor’s degree with a minimum 3.5 GPA
  • Highly motivated and confident with a strong desire to succeed in a challenging field
  • Strong knowledge of business software (especially Word, Excel and PowerPoint)
  • Basic corporate finance and accounting knowledge
  • Excellent verbal and written communications skills, strong work ethic and team oriented
  • Able to handle multiple projects with competing priorities
  • Good judgment in confidential situations and ability to exercise discretion
  • Flexibility to work long hours, nights, and weekends, as needed
  • Securities Industry Essentials Exam
  • 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)
Responsibilities
  • Work on a team within the Technology industry vertical, and develop industry specific knowledge
  • Support the team’s projects, including business development and investment banking transactions
  • Create financial analysis for a wide variety of projects, including company valuation, projections, peer analysis, etc.
  • Prepare materials for team assignments, such as pitch books, management presentations, information memos, etc.
  • Coordinate and perform due diligence
  • Participate in recruiting efforts

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

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

  • Joining D.A. Davidson offers exposure to high-profile deals and strategic partnerships, enhancing professional growth and industry expertise.
  • The firm's expansion into diverse sectors like industrial automation and precious metals provides employees with opportunities to work on varied and impactful projects.
  • D.A. Davidson's commitment to growing its presence in strategic markets, such as Boston, indicates robust growth prospects and potential for career advancement.

What critics are saying

  • The competitive landscape in financial advisory and investment banking requires D.A. Davidson to continuously innovate to maintain its market position.
  • Frequent strategic hires and expansions may lead to integration challenges and potential cultural misalignments within the firm.

What makes D.A. Davidson unique

  • D.A. Davidson's full-service platform integrates Capital Markets, Investment Banking, Institutional Research, Sales and Trading, and Sponsor Coverage, offering a comprehensive suite of services to technology clients.
  • The firm's role as exclusive financial advisor in strategic partnerships and acquisitions, such as with Sammons Warehouse Solutions and A-Mark Precious Metals, highlights its expertise in mid-market and specialized sectors.
  • D.A. Davidson's strategic hires and expansions, particularly in the Diversified Industrials and Technology sectors, demonstrate a focused approach to industry-specific growth.