Technology Group, Investment Banking – Summer Analyst – 2028 Grads
About the role
D.A. Davidson & Co. delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities, providing straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise. The firm is accepting applicants for full-time Summer Analyst positions within its Investment Banking Group. The Investment Banking Internship Program is a 10‑week program designed to introduce candidates to the firm’s investment banking business. Interns will work on strategic assignments assisting deal teams with mergers and acquisitions, public offerings, private placements, and other advisory services, with a portion of permanent Analyst positions filled from the summer internship program.
Responsibilities
- Research and provide presentation/research material for pitch books, memorandums, presentations and other projects
- Develop financial modules to analyze a wide variety of client‑specific projects
- Collaborate with an industry team from peer analysts to managing directors
- Work on various projects to support client relations
- Support business development activities of senior investment bankers
- Monitor and update contact/deal database as needed for specific deal teams
- Assist deal teams with other necessary day‑to‑day responsibilities
Qualifications
- Minimum 3.5 GPA; must be a junior in college (all majors accepted; preference for Finance, Accounting, Economics, or Business majors)
- Excellent verbal and written communication skills
- Self‑motivated with a strong desire to excel in a challenging field
- Working knowledge of business software, especially Word, Excel and PowerPoint
- General level of financial knowledge and interest (financial modeling, macroeconomics, current events, etc.)
- Good judgment in confidential situations and ability to exercise discretion when handling confidential information
- Teamwork skills and strong work ethic
- Flexibility to work long hours, nights, and weekends as needed for workflow