Experienced Investment Banking Associate

3 days ago

Portland, Oregon, United States D.A. Davidson Full time
Job Title: Experienced Investment Banking Associate

D.A. Davidson & Co. is a leading financial services firm that delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. Our firm provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.

Job Summary:

We are seeking an experienced investment banking associate to join our Technology Investment Banking Group. The successful candidate will play a vital role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements, and other advisory services.

Key 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
Requirements:
  • 3 years minimum professional experience working in investment banking, private equity, corporate development, etc.
  • Bachelor's degree, but an MBA is not required
  • Highly motivated, confident, professional, and coachable
  • Proficiency with Capital IQ, PitchBook, or Tableau is a plus
  • 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
  • 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
Compensation:

The potential pay range for this role is $160,000 - $190,000. This is a salaried, exempt position. The compensation offered will be determined on a case-by-case basis considering a variety of factors, including the skills, relevant work experience, and geographic location of each specific candidate. This range does not include potential bonus compensation.

Equal Opportunity Employer:

D.A. Davidson is an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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