Full-Time

Experienced Investment Banking Analyst

Technology

Posted on 8/2/2024

D.A. Davidson

D.A. Davidson

1,001-5,000 employees

Provides wealth management and financial advisory services

Financial Services

Compensation Overview

$95k - $105kAnnually

Entry, Junior

New York, NY, USA

Position requires onsite presence in New York, NY.

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

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, helping clients align their portfolios with their financial goals through a research-based approach. D.A. Davidson distinguishes itself from competitors by focusing on personalized solutions tailored to a diverse client base, from individual investors to business owners. The company's goal is to build long-term relationships with clients and support them in achieving their financial objectives.

Company Stage

N/A

Total Funding

N/A

Headquarters

Great Falls, Montana

Founded

2014

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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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Paid Vacation

Paid Sick Leave

Paid Holidays

Professional Development Budget

Tuition Reimbursement

Employee Discounts

Company Social Events

INACTIVE