D.A. Davidson

Experienced Investment Banking Associate, Technology

Austin, Texas, United States

Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Investment BankingIndustries

Requirements

Candidates must possess a minimum of 3 years of professional experience in investment banking, private equity, or corporate development, along with a Bachelor’s degree; an MBA is not required. They should demonstrate proficiency with Capital IQ, PitchBook, or Tableau, advanced knowledge of business software like Word, Excel, and PowerPoint, and strong skills in financial modeling, corporate finance, and accounting, including excellent verbal and written communication abilities, the capacity to manage multiple projects, a strong work ethic, and a team-oriented approach.

Responsibilities

The Experienced Investment Banking Associate will work alongside senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements, and other advisory services, contributing to the overall success of the Technology Investment Banking Group. They will participate in recruiting efforts, college outreach, cultural initiatives, and ongoing analyst training, and will be expected to handle multiple projects with competing priorities while exercising good judgment and discretion in confidential situations.

Skills

Financial Modeling
Corporate Finance
Accounting
Capital IQ
PitchBook
Tableau
Business Software (Word, Excel, PowerPoint)
Verbal and Written Communication
Confidentiality
Teamwork
Client Interaction

D.A. Davidson

Provides wealth management and financial advisory services

About D.A. Davidson

D.A. Davidson & Co. provides personalized wealth management and financial advisory services to individuals, families, and businesses primarily in the United States. The firm offers a variety of services, including investment management, financial planning, and trust services, aimed at helping clients align their portfolios with their financial goals. D.A. Davidson employs a research-based approach to tailor solutions for a diverse client base, which includes individual investors and business owners. Unlike many competitors, D.A. Davidson has a long history dating back to 1935 and has grown through strategic acquisitions and organic growth, establishing a reputation as a trusted name in the financial services industry. The company's goal is to deliver personalized financial solutions that meet the unique needs of each client.

Great Falls, MontanaHeadquarters
2014Year Founded
VENTURE_UNKNOWNCompany Stage
Financial ServicesIndustries
1,001-5,000Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Paid Vacation
Paid Sick Leave
Paid Holidays
Professional Development Budget
Tuition Reimbursement
Employee Discounts
Company Social Events

Risks

Competition in AI-driven financial services could challenge D.A. Davidson's market position.
Rapid AI technology evolution may outpace D.A. Davidson's current capabilities.
Resource diversion to Diversified Industrials may affect overall service quality.

Differentiation

D.A. Davidson offers personalized wealth management and financial advisory services in the U.S.
The firm has a strong focus on small to middle-market companies across various sectors.
D.A. Davidson's research-based approach aligns client portfolios with financial goals.

Upsides

The rise of digital wealth management platforms enhances personalized investment advice delivery.
Growth in middle-market private equity presents opportunities for D.A. Davidson's advisory services.
Increased focus on sustainable finance aligns with D.A. Davidson's advisory offerings.

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