Experienced Investment Banking Analyst 2, Tech Group
About The Position
D.A. Davidson & Co. is accepting applicants for Experienced Analyst positions in its Investment Banking Technology Group. The Analyst works with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements, and other advisory services. The role is part of a three-year Analyst program that includes first-year training with Wall Street Prep, mentorship from senior bankers, and ongoing skills training. After three years, Analysts will have the opportunity to be promoted to Associate. The Analyst works on a team serving the technology industry vertical, supports business development and investment banking transactions, conducts financial analysis, prepares client and transaction materials, coordinates due diligence, and participates in recruiting efforts. The position requires flexibility to work long hours, nights, and weekends as needed.
Requirements
- 1 year to 18 months of 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, a strong work ethic, and a team-oriented approach.
- Ability 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, 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 team projects, including business development and investment banking transactions.
- Create financial analyses for 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.
Benefits
- Annual salary plus bonus
- First-year training with Wall Street Prep
- Mentorship from senior bankers
- Ongoing training to advance skills
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
