Experienced Investment Banking Analyst 2, Tech Group

About the role

D.A. Davidson & Co. is seeking Experienced Analyst candidates for its Investment Banking Technology Group. The Analyst will work closely with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements, and other advisory services. The three‑year Analyst program includes training with Wall Street Prep in the first year, mentorship from senior bankers, and ongoing development to advance skills. After three years, Analysts may be promoted to Associate.

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

Qualifications

• 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 communication skills, strong work ethic, and team‑oriented.
• 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 (SIE) Exam.
• Upon hiring, successful completion of the FINRA Limited Representative‑Investment Banking Exam (Series 79) and the Uniform Securities Agent State Law Exam (Series 63).

Pay

Analysts in their second year earn an annual salary of $105,000 plus bonus.