About The Role

D.A. Davidson & Co. - the Strength of AdviceOur 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