Experienced Investment Banking Analyst 2, Tech Group

About the role

D.A. Davidson & Co. delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. The firm provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise. The Experienced Analyst position in the Investment Banking Technology Group works with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. The Analyst program includes training with Wall Street Prep in the first year, mentorship from senior bankers, and ongoing training to advance skills throughout the three‑year program, with promotion to Associate possible after three years.

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

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 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, successful completion of the FINRA Limited Representative‑Investment Banking Exam (Series 79) and the Uniformed Securities Agent State Law Exam (Series 63)

Pay

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