Experienced Investment Banking Associate 1 or 2, Technology

2 weeks ago

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

We are seeking an experienced investment banking associate to join our technology team. As an associate, you will play a vital 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 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. is required
  • 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, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This range does not include potential bonus compensation.

About D.A. Davidson

We are an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions, and municipalities nationwide. Founded in 1935 and headquartered in Montana, with investment banking offices in Atlanta, Boston, Chicago, Denver, Great Falls, New York, Orange County, Portland, and Salt Lake City, the company has approximately 1,400 employees and offices in 27 states.

Our Commitment to Diversity and Inclusion

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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