Experienced Investment Banking Analyst 2, Tech Group

D.A. Davidson•Portland, OR

8d•$105,000 - $120,000

About The Position

D.A. Davidson & Co. is seeking experienced Analysts for its Investment Banking Technology Group. The Analyst will be instrumental in supporting senior bankers on strategic assignments, including mergers and acquisitions, public offerings, private placements, and other advisory services for clients. The program includes first-year training with Wall Street Prep, mentorship from senior bankers, and ongoing training to develop skills over a three-year period, with opportunities for promotion to Associate.

Requirements

1 year to 18 months experience in Sell-Side M&A
Bachelorâ€™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
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)

Responsibilities

Work on a team within the Technology industry vertical, and develop industry specific knowledge
Support the teamâ€™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