Investment Banking Summer Analyst — M&A & Pitch Books

D.A. Davidson

Irvine (CA)

On-site

USD 63,000 - 77,000

Full time

14 days+
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Job summary

D.A. Davidson & Co. is seeking a Summer Analyst for the Investment Banking group.

The 10-week program introduces candidates to our investment banking business and the firm, with hands-on assignments on mergers and acquisitions, public offerings, private placements, and other advisory services. Interns will work on deal teams, participate in research and presentations, and have a path to permanent Analyst roles.

Qualifications

  • Finance, Accounting, Economics or Business 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 Word, Excel and PowerPoint.

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 & written communication
Teamwork
Self-motivated
Discretion with confidential info
Long hours willingness
Financial knowledge

Education

Finance/Accounting/Economics/Business majors (3.5 GPA)

Tools

Word
Excel
PowerPoint

Job description

D.A. Davidson & Co. is seeking a Summer Analyst for the Investment Banking group.

The 10-week program introduces candidates to our investment banking business and the firm, with hands-on assignments on mergers and acquisitions, public offerings, private placements, and other advisory services. Interns will work on deal teams, participate in research and presentations, and have a path to permanent Analyst roles.

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