Jobs · Finance · California

Investment Banking Associate, Consumer Group

D.A. Davidson Companies · Irvine, CA · 1 mo ago
On-siteFinanceFull-time

Qualifications

  • Bachelor’s degree
  • 3 years minimum experience working in investment banking, private equity, corporate development, etc.
  • Interest and curiosity in the Consumer sector
  • Proficiency with Bloomberg, Capital IQ and Tableau (a plus)
  • Advanced knowledge of business software (especially Word, Excel and PowerPoint)
  • High level of financial knowledge (financial modeling, macroeconomics, current events, etc.)
  • Excellent verbal and written communications skills, strong work ethic and teamwork skills
  • Self-motivated, with a strong desire to excel in a challenging field
  • Good judgment in confidential situations and ability to exercise discretion when handling confidential information
  • High degree of comfort interacting with senior executives
  • Flexibility to work long hours, nights, and weekends, as needed for workflow
  • Possession of Series 79 (Series 7 may be applicable) and 63 licenses preferred (new hires without these licenses will require successful completion upon hiring)

At D.A. Davidson

Are you looking to actively participate in live deals, such as M&A, IPOs, and advisory?

Perform day-to-day functions for advancing a transaction

Create business valuation and financial models

Create transaction and client marketing materials

Support senior bankers in business development and the sourcing and execution of transactions

Attend tradeshows and industry events as needed

Interact with clients and potential clients on transactional and technical issues

Manage internal deal teams as it pertains to work flow and work product

Work with the investment banking analysts, including training and oversight of the work product

Travel will be required

Pay

Base salary, depending on experience ranges

This role is eligible to participate in applicable D.A. Davidson variable compensation programs

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