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D.A. Davidson

Posted 2 months ago

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Investment Banking Associate, Diversified Industrials

BostonOn-siteFull-time

AI Summary

Associate role in Diversified Industrials Investment Banking that supports senior bankers on M&A, capital offerings and strategic advisory, supervises analysts and participates in live deals.

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 – Associate
D.A. Davidson & Co. is accepting applicants for an Associate position in the Diversified Industrials Investment Banking Group. The Associate will play a vital role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.
Associates start on a four-year program with a deep dive into their industry of focus, receive mentorship and sales and public speaking training. Associates are encouraged to assist in recruiting, college outreach, cultural initiatives and ongoing analyst training.

Qualifications:

  • 2 years minimum professional experience working in investment banking, private equity, corporate development, etc. is required
  • Bachelor’s degree, but an MBA is not required
  • Highly motivated, confident, professional, and coachable
  • Proficiency with Capital IQ, PitchBook or Tableau is a plus
  • Advanced knowledge of business software (especially Word, Excel and PowerPoint)
  • Strong knowledge of financial modeling, corporate finance and accounting
  • Excellent verbal and written communications skills including business writing
  • Able to handle multiple projects with competing priorities
  • Strong work ethic and team oriented approach
  • Good judgment in confidential situations and ability to exercise discretion
  • High degree of comfort and confidence interacting with senior executives
  • Ability to train and provide mentorship to analysts and interns
  • Flexibility to work long hours, nights, and weekends, as needed
  • Securities Industry Essentials Exam, Series 79 (Series 7 may be applicable) and 63 licenses preferred but not required. New hires without these licenses will require successful completion upon hiring

    • In this role you will:

  • Work closely with senior bankers to support business development, sourcing and execution of transactions
  • Actively participate in live deals, such as M&A, capital offerings and strategic advisory
  • Supervise investment banking analysts, including mentoring and oversight of the work product
  • Take the lead for developing important technical analysis and presentations
  • Create marketing materials
  • Communicate and interact with clients in executing transactions
  • Travel is required (i.e. client meetings, conferences, etc.)
  • Participate in recruiting efforts

    • Skills

    AccountingBusiness WritingCapital IQCorporate FinanceExcelFinancial ModelingPitchbookPowerPointTableau

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