DA Davidson & Co

Experienced Investment Banking Analyst 2, Technology Group

DA Davidson & Co$105K — $115K *
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 GPA of 3.5 or higher
  • Strong motivation and confidence to succeed
  • Proficient in Word, Excel, and PowerPoint
  • Basic knowledge of corporate finance and accounting
  • Exceptional communication skills with a team-oriented mindset
  • Ability to manage multiple projects effectively
  • Demonstrated good judgment in confidential matters
  • Willingness to work extended hours
  • Completion of the Securities Industry Essentials Exam

Responsibilities

  • Collaborate within the Technology industry vertical to gain specialized knowledge
  • Aid in business development and investment banking projects
  • Conduct financial analysis, including company valuations and peer comparisons
  • Prepare key documents like pitch books and investment memos
  • Conduct due diligence for transactions
  • Engage in recruiting efforts for future Analysts

Benefits

  • Structured training program with Wall Street Prep
  • Mentorship from experienced senior bankers
  • Opportunities for promotion to Associate after three years
  • Access to ongoing skill development training during the Analyst program
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 - $115,000 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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