Investment Banking Analyst, Consumer Group — M&A & IPOs

Dadavidson; Irvine (CA); On-site; USD 85,000 - 130,000; Full time

Job summary

D.A. Davidson & Co. is seeking Experienced Analysts for its Investment Banking Consumer Group.

Analysts 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 progress to an Associate over three years. The program provides hands‑on experience in industry research, financial modeling, and client presentations,

Qualifications

• 2–3 years 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 communication skills, strong work ethic and team orientation.
• 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.
• Successful completion of the FINRA Series 79 and Series 63 exams.

Responsibilities

• Work on a team within the Consumer industry vertical, developing 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, and peer analysis.
• Prepare materials for team assignments, such as pitch books, management presentations, and information memos.
• Coordinate and perform due diligence.
• Participate in recruiting efforts.

Skills

Sell‑Side M&A

M&A modeling

Financial analysis

Valuation

Communication

Teamwork

Confidentiality

Education

Bachelor’s degree with GPA ≥3.5

Tools

Word

Excel

PowerPoint

Job description

D.A. Davidson & Co. is seeking Experienced Analysts for its Investment Banking Consumer Group.

Analysts 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 progress to an Associate over three years. The program provides hands‑on experience in industry research, financial modeling, and client presentations,