Investment Banking Analyst 1 or 2

About the Role

D.A. Davidson & Co. is accepting applicants for Experienced Analyst positions in the Investment Banking Diversified Industrials 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.

Key Responsibilities

• Work on a team within the Diversified Industrials 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.

Requirements & Tech Stack

• 6 months 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.

Qualifications

• 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).