Tech Investment Banking Analyst — Training & M&A Exposure

D.A. Davidson; New York (NY); On-site; USD 105,000 - 120,000; Full time

Job summary

D.A. Davidson & Co. is seeking Experienced Analysts for the Investment Banking Technology Group in a rigorous three-year program.

You will support senior bankers on M&A, public offerings, and advisory services while receiving formal training in Wall Street practices and ongoing mentorship. The Analyst role emphasizes rigorous financial analysis, due diligence, and preparing materials for pitches and presentations, with potential promotion to 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 (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)

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

Sell-Side M&A experience

MS Office proficiency

Verbal and written communication

Multitasking

Discretion in confidential matters

Education

Bachelor’s degree with minimum 3.5 GPA

Tools

Word

Excel

PowerPoint

Job description

D.A. Davidson & Co. is seeking Experienced Analysts for the Investment Banking Technology Group in a rigorous three-year program.

You will support senior bankers on M&A, public offerings, and advisory services while receiving formal training in Wall Street practices and ongoing mentorship. The Analyst role emphasizes rigorous financial analysis, due diligence, and preparing materials for pitches and presentations, with potential promotion to Associate after three years.