Experienced Investment Banking Analyst 2, Tech Group

Socket.dev; New York (NY); On-site; USD 100,000 - 130,000; Full time

Job summary

D.A. Davidson & Co. in New York seeks an Experienced Analyst for the Investment Banking Technology Group. You will work with senior bankers on mergers and acquisitions, public offerings, private placements, and other advisory services.

The Analyst program includes training with Wall Street Prep, mentorship from senior bankers, and ongoing development to advance to Associate after three years.

Qualifications

• 1–18 months of Sell-Side M&A experience.
• Bachelor’s degree with a minimum 3.5 GPA.
• Strong proficiency with Word, Excel, PowerPoint.
• Foundational corporate finance and accounting knowledge.
• Excellent verbal and written communication; team oriented.
• Ability to manage multiple projects with competing priorities.
• Discretion in confidential matters.
• Willingness to work long hours, nights, and weekends.
• Securities Industry Essentials Exam.
• Post‑hire completion of Series 79 and Series 63 exams.

Responsibilities

• 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

Skills

Sell-Side M&A experience

Business software (Word, Excel, PowerP

Verbal and written communication

Multi-project handling

Discretion in confidential matters

Willingness to work long hours

Strong work ethic and team orientation

Education

Bachelor’s degree with GPA ≥ 3.5

Securities Industry Essentials Exam

Series 79 license

Series 63 license

Job description

D.A. Davidson & Co. - the Strength of Advice

Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.

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

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

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

ACKNOWLEDGMENT

Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration foremploymentor, if hired, may result in my termination of my employment at any time during the period of myemployment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.