Investment Banking Analyst, Financial Institutions Group at D.A. Davidson

Irvine, California, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Banking, Financial InstitutionsIndustries

Requirements

Bachelor’s degree with a minimum 3.5 GPA
Some investment banking or transaction experience in related fields such as accounting, consulting or corporate finance required
Enjoy preparing research/analytical content for pitch books, memorandums, presentations and other projects
Working knowledge of business software (especially Word, Excel and PowerPoint)
General 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
Upon hiring, successful completion of the FINRA Limited Representative-Investment Banking Exam (Series 79), Uniformed Securities Agent State Law Exam (Series 63), and Securities Industry Essentials Exam (SIE)

Responsibilities

Develop financial modules to analyze a wide variety of client-specific projects
Collaborate with an industry team from peer analysts to managing directors
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

Excel

PowerPoint

Word

Financial Modeling

Pitch Books

Mergers and Acquisitions

Investment Banking

Series 79

Series 63

SIE

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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