D.A. Davidson Companies · 10 hours ago
Experienced Investment Banking Associate 1 or 2, Consumer
Irvine, CA
Full-time
Onsite
Mid Level
$160K/yr - $190K/yr
3+ years expD.A. Davidson Companies is a leading employee-owned financial services firm that provides a breadth of quality financial solutions. The Investment Banking Associate will support senior bankers in strategic assignments, assist clients with mergers and acquisitions, public offerings, and private placements, while also mentoring analysts and participating in recruiting efforts.
Financial Services
Responsibilities
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
Qualification
Required
Bright, professional, and motivated with the desire to excel in an intellectually challenging environment
3 years minimum professional experience working in investment banking, private equity, corporate development, etc. is required
Bachelor's degree
Highly motivated, confident, professional, and coachable
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
Proficiency with Capital IQ, PitchBook or Tableau is a plus
Securities Industry Essentials Exam, Series 79 (Series 7 may be applicable) and 63 licenses strongly preferred but not required. New hires without these licenses will require successful completion upon hiring
Company
D.A. Davidson Companies
At D.A.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Larry Martinez
Chief Executive Officer
Amy Anastasoff
Chief Operating Officer, Fixed Income Capital Markets
Recent News
The Express Tribune
2025-10-06
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2025-09-25
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