Internship

Investment Banking Summer Analyst

Financial Sponsors Group, Summer, 2025

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

$32Hourly

New York, NY, USA

Position requires onsite presence in New York, NY.

Category
Investment Banking
Finance & Banking
Required Skills
PowerPoint/Keynote/Slides
Requirements
  • Finance, Accounting, Economics, or Business majors with a minimum 3.5 GPA.
  • Junior in college.
  • Excellent verbal and written communications skills.
  • Self-motivated, with a strong desire to excel in a challenging field.
  • Working knowledge of business software (especially Word, Excel and PowerPoint).
  • General level of financial knowledge and interest (financial modeling, macroeconomics, current events, etc.).
  • Good judgment in confidential situations and ability to exercise discretion when handling confidential information.
  • Teamwork skills and strong work ethic.
  • Flexibility to work long hours, nights, and weekends, as needed for workflow.
Responsibilities
  • Research and provide presentation / research material for pitch books, memorandums, presentations and other projects
  • Develop financial modules to analyze a wide variety of client-specific projects.
  • Collaborate with an industry team from peer analysts to managing directors.
  • Work on various projects to support client relations
  • Support business development activities of senior investment bankers
  • Monitor and update contact/deal database as needed for specific deal teams
  • Assist deal teams with other necessary day to day responsibilities

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 differentiates 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

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.

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