Finance Analyst
Nature's BakerySalary not specified
Full Time
Entry Level & New Grad
Public Finance Analyst, Development Finance Group at D.A. Davidson
Denver, Colorado, United States
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Public Finance, Investment Banking, InfrastructureIndustries
Requirements
- Bachelor’s Degree
- Proactive and analytical approach, ability to process information quickly and make sound decisions within strict time constraints
- Excellent interpersonal, communication, presentation and project management skills with the ability to collaborate effectively
- Proven ability to collaborate with a team in a dynamic, client-centric environment
- Proficient computer skills, able to utilize new systems or programs as necessary
- Experience in one or more of the following areas a plus: municipal bond analysis; real estate finance; land development finance; municipal underwriting
- Strong analytical and communication skills
- High degree of emotional intelligence
Responsibilities
- Assist in the preparation of high-quality, persuasive proposals to provide investment banking services to potential clients (RFP Responses)
- Partner with the bankers and conduct analysis with a focus on the larger context including the client's goals and expectations
- Assist in the preparation of bond documents to include Credit Summaries, Offering Memorandum, Closing Memos, Pricing Materials, Credit Presentations and Insurance Applications
- Research issuer financial information using public and internal resources
- Research industry and financial market trends, running data queries and analyzing such data
- Assist in the quantitative and qualitative preparation and presentation of internal credit memos and external publications
- Develop and maintain complex spreadsheets and databases
- Work with outside vendors to obtain aerial photos of projects
- Monitor and track activities of credit rating agencies in target sectors and keep database of relevant or potentially relevant credit reports for future access
- Brief bankers on important, relevant examples and overall trends
- Perform any other duties and special projects as assigned
Skills
municipal bond analysis
real estate finance
land development finance
municipal underwriting
project management
financial analysis
proposal preparation
communication skills
presentation skills
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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