Tech Investment Banking Analyst – M&A & Valuation Training

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. 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.