Experienced Investment Banking Analyst 2, Tech Group

D.A. Davidson • Portland, OR

6d

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 and supports clients with mergers and acquisitions, public offerings, private placements, and other advisory services. Analysts receive first-year training with Wall Street Prep, mentorship from senior bankers, and ongoing training throughout the three-year program. After three years, Analysts may have the opportunity to be promoted to Associate.

The role involves working on a team in the Technology industry vertical and developing industry-specific knowledge. Analysts support business development and investment banking transactions, prepare financial analyses and materials for assignments, coordinate and perform due diligence, and participate in recruiting efforts. The position may require long hours, nights, and weekends as needed.

Requirements

• 1 year to 18 months of sell-side M&A experience.
• Bachelor’s degree with a minimum 3.5 GPA.
• Strong knowledge of business software, especially Word, Excel, and PowerPoint.
• Basic corporate finance and accounting knowledge.
• Excellent verbal and written communication skills.
• Strong work ethic and 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).
• Highly motivated and confident, with a strong desire to succeed in a challenging field.

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 memoranda.
• Coordinate and perform due diligence.
• Participate in recruiting efforts.

Benefits

• Annual bonus.
• Mentorship from senior bankers.
• Training with Wall Street Prep in the first year and ongoing training throughout the program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level