DA Davidson & Co

Investment Banking Associate I or II, Diversified Industrials

DA Davidson & Co$160K — $190K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 2 years experience in investment banking, private equity, or corporate development.
  • Bachelor's degree required; MBA not necessary.
  • Highly motivated and professional with a willingness to learn.
  • Experience with Capital IQ, PitchBook, or Tableau is advantageous.
  • Proficient in business software, particularly Word, Excel, and PowerPoint.
  • Strong knowledge of financial modeling, corporate finance, and accounting principles.
  • Excellent verbal and written communication skills, especially in business writing.

Responsibilities

  • Collaborate with senior bankers on business development and transaction execution.
  • Participate actively in live M&A deals, capital offerings, and advisory projects.
  • Supervise and mentor investment banking analysts to ensure quality work output.
  • Lead the development of technical analyses and create impactful presentations.
  • Prepare marketing materials to support transaction initiatives.
  • Engage and communicate with clients throughout the transaction process.
  • Travel for client meetings and industry conferences as required.
  • Assist in recruiting candidates for the investment banking team.

Benefits

  • Opportunity for a four-year development program.
  • Mentorship opportunities with senior bankers.
  • Sales and public speaking training provided.
  • Involvement in cultural initiatives and activities within the firm.
  • Diverse and inclusive workplace environment.
Full Job Description
Investment Banking - Associate

D.A. Davidson & Co. is accepting applicants for an Associate position in the Diversified Industrials Investment Banking Group. The Associate will play a vital role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.

Associates start on a four-year program with a deep dive into their industry of focus, receive mentorship and sales and public speaking training. Associates are encouraged to assist in recruiting, college outreach, cultural initiatives and ongoing analyst training.

Qualifications:

  • 2 years minimum professional experience working in investment banking, private equity, corporate development, etc. is required
  • Bachelor's degree, but an MBA is not required
  • Highly motivated, confident, professional, and coachable
  • Proficiency with Capital IQ, PitchBook or Tableau is a plus
  • Advanced knowledge of business software (especially Word, Excel and PowerPoint)
  • Strong knowledge of financial modeling, corporate finance and accounting
  • Excellent verbal and written communications skills including business writing
  • Able to handle multiple projects with competing priorities
  • Strong work ethic and team oriented approach
  • Good judgment in confidential situations and ability to exercise discretion
  • High degree of comfort and confidence interacting with senior executives
  • Ability to train and provide mentorship to analysts and interns
  • Flexibility to work long hours, nights, and weekends, as needed
  • Securities Industry Essentials Exam, Series 79 (Series 7 may be applicable) and 63 licenses preferred but not required. New hires without these licenses will require successful completion upon hiring


In this role you will:

  • Work closely with senior bankers to support business development, sourcing and execution of transactions
  • Actively participate in live deals, such as M&A, capital offerings and strategic advisory
  • Supervise investment banking analysts, including mentoring and oversight of the work product
  • Take the lead for developing important technical analysis and presentations
  • Create marketing materials
  • Communicate and interact with clients in executing transactions
  • Travel is required (i.e. client meetings, conferences, etc.)
  • Participate in recruiting efforts


$160,000 - $190,000 a year

The potential pay range for this role is $160,000 - $190,000. This is a salaried, exempt position. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

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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