Experienced Investment Banking Analyst

1 week ago


Portland, Oregon, United States D.A. Davidson Full time
About the Role

We are seeking an experienced Investment Banking Analyst to join our Technology Group. As an Analyst, you will play a critical role in working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements, and other advisory services.

Responsibilities
  • Work on a team within the Technology industry vertical, developing industry-specific knowledge
  • Support the team's projects, including business development and investment banking transactions
  • Create financial analysis for a wide variety of projects, including company valuation, projections, peer analysis, etc.
  • Prepare materials for team assignments, such as pitch books, management presentations, information memos, etc.
  • Coordinate and perform due diligence
  • Participate in recruiting efforts
Requirements
  • Six months to 18 months experience in Sell-Side M&A
  • Bachelor's degree with a minimum 3.5 GPA
  • Highly motivated and confident with a strong desire to succeed in a challenging field
  • Strong knowledge of business software (especially Word, Excel, and PowerPoint)
  • Basic corporate finance and accounting knowledge
  • Excellent verbal and written communications skills, strong work ethic, and team-oriented
  • Able to handle multiple projects with competing priorities
  • Good judgment in confidential situations and ability to exercise discretion
  • Flexibility to work long hours, nights, and weekends, as needed
  • Securities Industry Essentials Exam
  • Upon hiring, the successful completion of the FINRA Limited Representative-Investment Banking Exam (Series 79) and the Uniformed Securities Agent State Law Exam (Series 63)
Compensation

Analysts in their first year earn $95,000 annual salary plus bonus up to 50% of base salary. Analysts in their second year earn $105,000 annual salary plus bonus.

About D.A. Davidson

We are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value 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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