D.A. Davidson Equity Capital Markets · 1 month ago
Investment Banking Associate, Debt Advisory
New York, NY
Full-time
Hybrid
Mid, Senior Level
$160K/yr - $190K/yr
3+ years expD.A. Davidson & Co. is a financial solutions firm providing personalized advice and investment banking expertise. They are seeking an Associate in the Debt Advisory Investment Banking Group to manage projects, assist clients with mergers and acquisitions, and support senior bankers in executing transactions.
Banking
Responsibilities
Lead the day-to-day execution of transactions, including preparing and reviewing financial models, presentations, managing marketing and due diligence processes, negotiating documentation and providing support for the Managing Director
Actively participate in live deals, contribute in client meetings and pitches
Manage, train and develop Associates and Analysts at the firm
Ensure high quality collaboration and production of work flow from Associates and Analysts
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
Qualification
Required
3 – 6 years professional experience working in investment banking, private equity, commercial banking, etc. is required
Bachelor's degree, but an MBA is not required
Highly motivated, confident, professional, and coachable
Well versed in the leveraged finance private market including products (ABL, first lien, second lien, unitranche, mezzanine) and features (collateral, covenants, call provisions, amortization, cash flow sweeps, equity cures, etc.)
Adept at reviewing credit and security agreements, analyzing collateral and covenant packages, and assessing refinancing and other capital raising opportunities
Capable of conducting credit assessments, customizing due diligence requests and working closely with clients on diligence fulfillment
Experienced in preparing leveraged finance models and debt financing information memoranda
Sales-oriented with keen interest in interacting with a broad universe of institutional lenders/investors
Excited to join a rapidly expanding NYC-based Debt Advisory platform that originates, structures and places debt financings for middle market private and public companies across multiple industries (Technology, Consumer and Industrials)
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
Preferred
Exposure to equity-linked securities (i.e., debt with warrants, convertible debt) a plus
Proficiency with Capital IQ, PitchBook or Tableau is a plus
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
Company
D.A. Davidson Equity Capital Markets
D.A.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2021-06-14Acquired
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