Experienced Investment Banking Analyst 2, Tech Group

D.A. Davidson Companies; Portland (OR); On-site; USD 95,000 - 116,000; Full time

Job summary

D.A. Davidson & Co. is seeking an Experienced Analyst in the Investment Banking Technology Group in Portland, OR. The Analyst will work with senior bankers on M&A, equity offerings, and other advisory services, with formal training and potential promotion after three years.

The program includes Wall Street Prep training, mentorship, and ongoing skill development, with long hours as needed and a path toward Associate after three years.

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 (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 Series 79 and Series 63

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

M&A experience

Excel proficiency

PowerPoint proficiency

Word proficiency

Strong communication

Attention to detail

Education

Bachelor's degree, GPA 3.5+

Tools

Word

Excel

PowerPoint

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?

• 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)

• 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 for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.

Analysts in their second year at at $105,000 annual salary plus bonus.