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D.A. Davidson

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Experienced Investment Banking Analyst, Diversified Industrials

BostonOn-siteFull-time

AI Summary

Experienced analyst in investment banking supports senior bankers on M&A, IPOs and advisory assignments within the Diversified Industrials group in Boston.

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.

Investment Banking – Experienced Analyst
D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm’s Investment Banking Diversified Industrials Group in our Boston, MA office. The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.

Qualifications:

  • Bright, professional, and motivated with the desire to excel in an intellectually challenging environment
  • 1-3 years of experience working in investment banking or transaction experience in related fields such as accounting, consulting or corporate finance required.
  • Interest and curiosity in the Diversified Industrials sector
  • Bachelor’s degree with a minimum 3.5 GPA.
  • Working 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.
  • Flexibility to work long hours, nights, and weekends, as needed for workflow.
  • Possession of Securities Industries Essentials (SIE), Series 79, and 63 licenses preferred but not required. New hires without these licenses will require successful completion upon hiring.

    • In this role you will:

  • Develop financial modules to analyze a wide variety of client-specific projects.
  • Collaborate with an industry team from peer analysts to managing directors.
  • Prepare research/analytical content for pitch books, memorandums, presentations, and other projects.
  • Support business development activities of senior investment bankers.
  • Attend client meetings and interact on transactional and technical issues.
  • Actively participate in live deals, such as M&A, IPOs, and advisory.

    • Skills

    Client MeetingsFinancial AnalysisFinancial ModelingIndustry ResearchIPOM&AMacro-economic AnalysisMemorandumsMS ExcelMS WordPitch BooksPowerPointPresentationsPrivate PlacementsPublic OfferingsSecurity Licenses (SIE, Series 79, 63) PreferredTransaction SupportValuation

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