D.A. Davidson Companies · 4 hours ago
Investment Banking Vice President, Consumer Team
Irvine, CA
Full-time
Onsite
Mid, Senior Level
$225K/yr - $225K/yr
6+ years expD.A. Davidson Companies is a leading investment banking firm that provides a breadth of quality financial solutions. They are seeking a Vice President to lead transaction executions, manage strategic assignments related to mergers and acquisitions, and develop client relationships in the Consumer industry.
Financial Services
Responsibilities
Lead the day-to-day execution of transactions (Sell-Side M&A / Buy-Side M&A / Private Capital Raise / Public Offerings), including preparing and reviewing company marketing documents and financial models, managing marketing and due diligence processes, analyzing financing alternatives and negotiating documentation
Establish client trust by identifying needs, project leadership, transaction structuring, company positioning, due diligence, negotiating, etc
Assist senior bankers in the business development efforts
Contribute to revenue targets for deal teams through relationship development and identifying and recommending deal opportunities for the firm
Manage, train and develop Associates and Analysts at the firm
Ensure high quality collaboration and production of work flow and product from Associates and Analysts
Qualification
Required
Strong transaction history – M&A or Capital Markets experience required
Ability to assist senior bankers in business development
Lead transaction execution teams
High degree of comfort interacting with senior executives
Strong financial modeling ability and computer proficiency
Excellent verbal and written communication skills
Strong work ethic and teamwork skills
Good judgment and ability to exercise discretion when handling confidential information
Ability to perform in both team and self-directed settings
Highly motivated, with a strong desire to excel in a challenging field
Possession of Series 79 (Series 7 may be applicable) and 63 licenses preferred but not required. New hires without these licenses will required to obtain upon hiring
Preferred
MBA preferred, with 3 years and investment banking experience, or undergraduate degree with a minimum of 6 years investment banking experience
Benefits
Eligible to participate in applicable D.A. Davidson variable compensation programs
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
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