Investment Banking Analyst, Financial Institutions Group
About The Position
D.A. Davidson & Co. - the Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. Investment Banking - Analyst D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm’s Financial Institutions Investment Banking Group in Irvine, CA. The Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. This is an immediate hire. We are actively interviewing candidates available to start as soon as possible. Please note: This role is not intended for summer 2026 applicants.
Requirements
- Bachelor’s degree with a minimum 3.5 GPA.
- Some investment banking or transaction experience in related fields such as accounting, consulting or corporate finance required.
- Working knowledge of business software (especially Word, Excel and PowerPoint).
- General level of financial knowledge (financial modeling, macroeconomics, current events, etc.).
- Excellent verbal and written communications skills, strong work ethic and teamwork skills.
- Self-motivated, with a strong desire to excel in a challenging field.
- Good judgment in confidential situations and ability to exercise discretion when handling confidential information.
- Flexibility to work long hours, nights, and weekends, as needed for workflow.
- 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), and the Securities Industry Essentials Exam (SIE).
Responsibilities
- Develop financial models to analyze a wide variety of client-specific projects.
- Collaborate with an industry team from peer analysts to managing directors.
- Support business development activities of senior investment bankers.
- Attend client meetings and interact on transactional and technical issues.
- Actively participate in live deals, such as M&A, IPOs, and advisory
- Prepare research/analytical content for pitch books, memorandums, presentations and other projects
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1,001-5,000 employees
