Investment Banking Summer Analyst - M&A Modeling

Lever, Inc.; Portland (OR); On-site; USD 63,000 - 77,000; Full time

Job summary

D.A. Davidson & Co. is seeking a Summer Analyst to join the Investment Banking Group for a 10-week program. Interns will assist deal teams with mergers and acquisitions, public offerings, and private placements, gaining hands-on exposure to advisory services.

Selected interns may transition to permanent Analyst roles. The program emphasizes practical experience, collaboration across teams, and exposure to clients and deal execution.

Qualifications

• All Majors with a minimum 3.5 GPA.
• Junior in college.
• Excellent verbal and written communications skills.
• Self-motivated, with a strong desire to excel in a challenging field.
• Working knowledge of business software (especially Word, Excel and PowerPoint).
• General level of financial knowledge and interest (financial modeling, macroeconomics, current events, etc.).
• 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.

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

Skills

Verbal and written communication

Self-motivation

Business software knowledge

Financial knowledge and interest

Confidential information judgment

Teamwork and work ethic

Flexible hours

Education

Finance, Accounting, Economics, or Business majors with GPA 3.5

Junior in college

Tools

Word

Excel

PowerPoint

Job description

D.A. Davidson & Co. is seeking a Summer Analyst to join the Investment Banking Group for a 10-week program. Interns will assist deal teams with mergers and acquisitions, public offerings, and private placements, gaining hands-on exposure to advisory services.

Selected interns may transition to permanent Analyst roles. The program emphasizes practical experience, collaboration across teams, and exposure to clients and deal execution.