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D.A. Davidson

Wealth management and financial advisory services

Investment Banking Analyst 2 - Tech Group

Investment BankingConfirmed live in the last 24 hours
Full-time$110k - $120k /yr

About the Job

Requirements

  • Six months to 18 months of experience in sell-side mergers and acquisitions.
  • A bachelor's degree and a minimum 3.5 GPA.
  • Strong knowledge of business software, especially Microsoft Word, Excel, and PowerPoint.
  • Basic corporate finance and accounting knowledge.
  • Ability to handle multiple projects with competing priorities.
  • Good judgment in confidential situations and the ability to exercise discretion.
  • Flexibility to work long hours, nights, and weekends as needed.
  • Securities Industry Essentials Exam.
  • Upon hiring, 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, and peer analysis.
  • Prepare materials for team assignments, such as pitch books, management presentations, and information memoranda.
  • Coordinate and perform due diligence.
  • Participate in recruiting efforts.

About the Company

D.A. Davidson

Wealth management and financial advisory services

D.A. Davidson & Co. is a financial services firm that provides personalized wealth management and financial advisory support to individuals, families, and businesses in the United States. Its offerings include investment management, financial planning, and trust services, all delivered through a research-based approach that aims to tailor portfolios to each client’s goals. Revenue comes from advisory and asset management fees as well as commissions on financial products. The firm differentiates itself by combining customized, one-on-one guidance with a broad suite of services that cover investments, planning, and trust administration, serving a diverse client base from individuals to business owners. Its goal is to help clients align their portfolios with their financial objectives, protect and grow their wealth, and achieve long-term financial security through disciplined, evidence-based guidance.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Great Falls, MT
Founded
2014

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