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D.A. Davidson Companies · 1 day ago

Investment Banking – Experienced Analyst 2 or 3 (Technology Group)

Portland, OR

Full-time

Onsite

Entry, Mid Level

$105K/yr - $172K/yr

2+ years exp

D.A. Davidson & Co. is a leading full-service investment banking firm that is seeking Experienced Analysts for their Investment Banking Technology Group. The role involves assisting senior bankers with strategic assignments, including mergers and acquisitions, public offerings, and private placements.

Financial Services

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

Are you looking to actively participate in live deals, such as M&A, IPOs, and advisory?

Qualification

Investment banking experienceFinancial modelingSeries 79 licenseTechnology sector interestBusiness software proficiencyJudgmentVerbal communicationWritten communicationTeamwork skillsSelf-motivation

Required

Bright, professional, and motivated with the desire to excel in an intellectually challenging environment

2-3 years experience working in investment banking or transaction experience finance required

Have executed at least two deals start to finish

Interest and curiosity in the Technology sector

Bachelor's degree with a minimum 3.5 GPA

Do you enjoy preparing research/analytical content for pitch books, memorandums, presentations and other projects?

Working knowledge of business software (especially Word, Excel and PowerPoint)

High 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

Possession of Series 79 (Series 7 may be applicable) and 63 licenses required