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D.A. Davidson Companies · 1 week ago

Experienced Investment Banking Analyst, Financial Institutions Group

Chicago, IL

Full-time

Onsite

Entry, Mid Level

$105K/yr - $115K/yr

2+ years exp

D.A. Davidson Companies is a leading full-service investment banking firm providing personalized financial solutions. The Experienced Analyst will support senior bankers in strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements, and advisory services.

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

Prepare research/analytical content for pitch books, memorandums, presentations, and other projects

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

Qualification

Investment banking experienceFinancial modelingSecurities licensesBusiness software proficiencyFinancial knowledgeJudgmentVerbal communicationWritten communicationTeamwork skillsSelf-motivation

Required

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

2-3 years of experience working in investment banking or transaction experience in related fields such as accounting, consulting or corporate finance required

Interest and curiosity in the Financial Institutions sector

Bachelor's degree with a minimum 3.5 GPA

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

Preferred

Possession of Securities Industries Essentials (SIE), Series 79, and 63 licenses preferred but not required. New hires without these licenses will require successful completion upon hiring