DA Davidson & Co

Experienced Investment Banking Analyst 2, Tech Group

DA Davidson & Co$105K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1-1.5 years of experience in Sell-Side M&A
  • Bachelor's degree with a minimum 3.5 GPA
  • Motivated and confident with a desire to succeed
  • Strong proficiency in MS Office Suite (Word, Excel, PowerPoint)
  • Basic understanding of corporate finance and accounting
  • Excellent communication skills and strong work ethic
  • Ability to manage multiple projects with competing priorities
  • Good judgment in confidential situations
  • Flexibility for long hours when needed
  • Completion of Securities Industry Essentials Exam and willingness to pass Series 79 and Series 63 exams

Responsibilities

  • Collaborate with a team in the Technology industry vertical to build specialized knowledge
  • Assist in business development and investment banking transactions
  • Conduct financial analysis for various projects, including valuations and peer comparisons
  • Prepare essential materials like pitch books and presentations
  • Coordinate and perform thorough due diligence
  • Engage in recruitment initiatives for the team

Benefits

  • Comprehensive training with Wall Street Prep
  • Mentorship from senior bankers
  • Ongoing skill development throughout the three-year program
  • Potential for promotion to Associate after three years
Full Job Description
D.A. Davidson & Co. is accepting applicants for Experienced Analyst positions in the Investment Banking Technology Group. The Analyst will play a critical role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. The Analyst program includes training with Wall Street Prep in the first year, with mentorship from senior bankers and ongoing training to advance their skills throughout the three-year program. After three years, Analysts will have the opportunity to be promoted to an Associate.
  • Are you passionate about investment banking and corporate finance?
  • Do you thrive in team environments with high expectations?
  • Would you enjoy performing extensive research and in-depth analysis to create a professional work product for investment banking clients?
Qualifications:
  • 1 year 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)
Every day as an Analyst will be different. In this role you will:
  • 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
$105,000 - $120,000 a year Analysts in their second year at at $105,000 annual salary plus bonus.

About DA Davidson & Co

DA Davidson & Co is an investment banking and brokerage firm that provides a range of financial services to individuals, corporations, and municipalities. The company was founded in 1935 and is headquartered in Great Falls, Montana. DA Davidson & Co has additional offices throughout the United States, including in New York, Chicago, and Seattle. The firm offers services such as wealth management, investment banking, and fixed income trading. DA Davidson & Co has been recognized for its work by publications such as Forbes and Barron's.
Learn more about DA Davidson & Co
Size
1,800 employees
Industry
Founded
1935

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