Experienced Investment Banking Analyst 2, Tech Group

D.A. Davidson • Portland, OR

7d

About The Position

D.A. Davidson & Co. is seeking an Experienced Analyst for its Investment Banking Technology Group. The Analyst will be a key member of the team, working alongside senior bankers on strategic assignments. Responsibilities include assisting clients with mergers and acquisitions, public offerings, private placements, and other advisory services. The program offers comprehensive training, including Wall Street Prep in the first year, mentorship from senior bankers, and ongoing development to enhance skills over a three-year period. Analysts have the potential for promotion to Associate after three years.

Requirements

• 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
• 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)

Nice To Haves

• Flexibility to work long hours, nights, and weekends, as needed
• Securities Industry Essentials Exam

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

Benefits

• Training with Wall Street Prep
• Mentorship from senior bankers
• Ongoing training to advance skills
• Potential for promotion to Associate after three years
• Diversity and inclusion initiatives
• Reasonable accommodation for individuals with disabilities

What This Job Offers

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