Experienced Investment Banking Analyst - Consumer Group

D.A. Davidson•Irvine, CA

5d•$105,000 - $115,000•Onsite

About The Position

D.A. Davidson & Co. is seeking an Experienced Analyst for its Investment Banking Consumer 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 over a three-year period, with opportunities for promotion to Associate.

Requirements

2 to 3 years 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
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 Consumer 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