Summer Analyst

D.A. Davidson Companies

Portland, ORFresher1h agovia LinkedIn

About the Role

D.A. Davidson & Co., a leading full-service investment banking firm, is seeking Summer Analysts to work with the Investment Banking Group. This is a 10-week program designed to introduce candidates to the firm's Investment Banking business. A portion of permanent Analyst positions will be filled from this summer internship program.

Key Responsibilities

  • Research and provide presentation/research material for pitch books, memorandums, presentations, and other projects.
  • Develop financial modules to analyze a wide variety of client-specific projects.
  • Collaborate with an industry team from peer analysts to managing directors.
  • Work on various projects to support client relations.
  • Support business development activities of senior investment bankers.
  • Monitor and update contact/deal database as needed for specific deal teams.
  • Assist deal teams with other necessary day-to-day responsibilities.

Requirements & Tech Stack

  • Word
  • Excel
  • PowerPoint

Qualifications

  • Junior in college.
  • Minimum 3.5 GPA.
  • Excellent verbal and written communications skills.
  • Self-motivated, with a strong desire to excel in a challenging field.
  • Working knowledge of business software.
  • General level of financial knowledge and interest (e.g., financial modeling, macroeconomics, current events).
  • Good judgment in confidential situations and ability to exercise discretion when handling confidential information.
  • Teamwork skills and strong work ethic.
  • Flexibility to work long hours, nights, and weekends, as needed for workflow.
  • Majors considered: All (though Finance, Accounting, Economics, or Business are specified in one instance).

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