Experienced Investment Banking Analyst 2, Technology Group

About the role

D.A. Davidson & Co. is seeking experienced Analysts in the Investment Banking Technology Group. The Analyst will work with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements, and other advisory services.

Responsibilities

• Work on a team within the Technology industry vertical, developing industry-specific knowledge
• Support the team's projects, including business development and investment banking transactions
• Create financial analysis for various projects, such as company valuation, projections, peer analysis, etc.
• Prepare materials for team assignments, like pitch books, management presentations, information memos, etc.
• Cover due diligence and participate in recruiting efforts

Requirements

• 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 (Word, Excel, 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

Qualifications

• Successfully complete the FINRA Limited Representative-Investment Banking Exam (Series 79) and the Uniformed Securities Agent State Law Exam (Series 63) upon hiring
• Pass the Securities Industry Essentials Exam

Benefits

After three years, Analysts will have the opportunity to be promoted to an Associate. Analysts in their second year earn a base salary of $105,000 annually plus bonus.

Pay

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

Schedule

Flexible schedule to accommodate the demands of the role

Skills

Strong knowledge of business software (Word, Excel, PowerPoint), basic corporate finance and accounting knowledge, excellent verbal and written communications skills, strong work ethic, team-oriented, ability to handle multiple projects with competing priorities, good judgment in confidential situations, flexibility to work long hours, nights, and weekends, ability to exercise discretion, and passing the FINRA Limited Representative-Investment Banking Exam (Series 79) and the Uniformed Securities Agent State Law Exam (Series 63).

Benefits

Foster a diverse environment that supports the development and inclusivity of all employees. Equal opportunity employer. No discrimination based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. Provide reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.