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About the Role
The Analyst will play a critical role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. The Analyst program includes training with Wall Street Prep in the first year, with mentorship from senior bankers and ongoing training to advance their skills throughout the three-year program. After three years, Analysts will have the opportunity to be promoted to an Associate.
Responsibilities
- Work on a team within the Technology industry vertical, and develop 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
- 1 year 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)
Skills
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Financial Analysis
- Mergers and Acquisitions
- Public Offerings
- Private Placements
- Corporate Finance
- Accounting
- Communication
Location
- Remote
Work Type
- Full-time
Experience Level
- Experienced Analyst
Education Level
- Bachelor's Degree
Salary/Compensations
- $105,000 - $115,000 a year
- Analysts in their second year at at $105,000 annual salary plus bonus.
About the Company
- 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.
Equal Opportunity
- 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.