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D.A. Davidson

Posted 1 month ago

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Experienced Investment Banking Analyst - Consumer Group

IrvineOn-siteFull-time

AI Summary

Analyst assists senior bankers on M&A, IPOs, private placements and other advisory services in the Consumer Group. Conducts financial analysis, due diligence, and prepares materials under mentorship for a three-year program.

About this role

D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.

D.A. Davidson & Co. is accepting applicants for Experienced Analyst positions in the Investment Banking Consumer Group. The Analyst will play a critical role working 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, with mentorship from senior bankers and ongoing training to advance their skills throughout the three-year program. After three years, Analysts will have the opportunity to be promoted to an Associate.
  • Are you passionate about investment banking and corporate finance?
  • Do you thrive in team environments with high expectations?
  • Would you enjoy performing extensive research and in-depth analysis to create a professional work product for investment banking clients?

    • Qualifications:

  • 2 to 3 years 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
  • The successful completion of the FINRA Limited Representative-Investment Banking Exam (Series 79) and the Uniformed Securities Agent State Law Exam (Series 63)

    • Every day as an Analyst will be different. In this role you will:

  • Work on a team within the Consumer 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

    • Skills

    Company ValuationDue DiligenceExcelFinancial ModelingFinancial StatementsInformation MemosM&A AnalysisManagement PresentationsPeer AnalysisPitch BooksPowerPointProjectionsSecurities Industry Essentials ExamSeries 63Series 79Wall Street PrepWord

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