D.A. Davidson

Experienced Investment Banking Analyst, Diversified Industrials

Boston, MA · Senior · Full-time

Sponsorship not specified$95k-$115kDetected 82 days ago

Business DevelopmentFinancial ModelingAccountingExcelM&AResearchCommunicationPublic SpeakingMicrosoft Office

About the role

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.
The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.

1-3 years of experience working in investment banking or transaction experience in related fields such as accounting, consulting or corporate finance required.
Bachelor's degree with a minimum 3.5 GPA.
Working knowledge of business software (especially Word, Excel and PowerPoint).
Good judgment in confidential situations and ability to exercise discretion when handling confidential information.
Bright, professional, and motivated with the desire to excel in an intellectually challenging environment
Interest and curiosity in the Diversified Industrials sector
High level of financial knowledge (financial modeling, macroeconomics, current events, etc.).
Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field.
Flexibility to work long hours, nights, and weekends, as needed for workflow.
Possession of Securities Industries Essentials (SIE), Series 79, and 63 licenses preferred but not required. New hires without these licenses will require successful completion upon hiring.
In this role you will:
Develop financial modules to analyze a wide variety of client-specific projects.
Collaborate with an industry team from peer analysts to managing directors.
Prepare research/analytical content for pitch books, memorandums, presentations, and other projects.

Possession of Securities Industries Essentials (SIE), Series 79, and 63 licenses preferred but not required.
New hires without these licenses will require successful completion upon hiring.

This listing is sourced directly from D.A. Davidson's careers page and normalized into a canonical job model.