Investment Banking Associate, Diversified Industrials

United States·BostonFull Timemid

OtherInvestment Banking AssociateInvestment Banking

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Overview

D.A. Davidson & Co. - the Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A.

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D.A. Davidson & Co. - the Strength of Advice

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

Investment Banking – Associate

D.A. Davidson & Co. is accepting applicants for an Associate position in the Diversified Industrials Investment Banking Group. The Associate 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.

Associates start on a four-year program with a deep dive into their industry of focus, receive mentorship and sales and public speaking training. Associates are encouraged to assist in recruiting, college outreach, cultural initiatives and ongoing analyst training.

2 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 preferred but not required. New hires without these licenses will require successful completion upon hiring

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

At 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.

ACKNOWLEDGMENT

Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.