Experienced Investment Banking Analyst 1 or 2, Diversified Industrials Group

D.A. Davidson
Boston, MA
On-site

Who this role is best for

Strong fit for candidates with Sell-Side M&A experience who thrive in team environments and can handle multiple projects with competing priorities.

Best fit for

  • Candidates with 6-18 months of Sell-Side M&A experience and a strong desire to grow into an Associate role
    — “6 months to 18 months experience in Sell-Side M&A”
  • Individuals who can balance detailed financial analysis with client-facing communication tasks
    — “Excellent verbal and written communications skills, strong work ethic and team oriented”
  • Professionals who can commit to long hours and are open to advancing through a structured training program
    — “Flexibility to work long hours, nights, and weekends, as needed”

Things to consider

  • The role requires passing multiple exams post-hiring, including Series 79 and Series 63
    — “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)”
  • Candidates must be prepared to work in a team-oriented environment with high expectations
    — “Do you thrive in team environments with high expectations?”

How to stand out

  • Highlight experience with financial modeling and valuation in your resume and interview responses
    — “Create financial analysis for a wide variety of projects, including company valuation, projections, peer analysis, etc.”
  • Emphasize your ability to manage competing priorities and deliver under pressure
    — “Able to handle multiple projects with competing priorities”
  • Showcase your experience with preparing pitch books and other investment banking materials
    — “Prepare materials for team assignments, such as pitch books, management presentations, information memos, etc.”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • support senior bankers on strategic assignments
  • create financial analysis
Typical background
6 months to 18 months experience in Sell-Side M&A

Skills & requirements

Required

Investment BankingCorporate FinanceMergers And AcquisitionsPublic OfferingsPrivate PlacementsFinancial AnalysisPitch BooksDue Diligence

Preferred

Sell-side M&A Experience

Stack & domain

Investment BankingCorporate FinanceMergers And AcquisitionsPublic OfferingsPrivate PlacementsAdvisory ServicesFinancial AnalysisCompany ValuationProjectionsPeer AnalysisPitch BooksManagement PresentationsInformation MemosDue DiligenceRecruiting EffortsWordExcelPowerpointTeamworkCommunicationProblem-solvingAttention To DetailDiscretionFlexibilityMotivationConfidenceJudgmentSecurities Industry Essentials ExamFinra Limited Representative-investment Banking Exam (series 79)Uniformed Securities Agent State Law Exam (series 63)FinanceBanking

About the role

Original posting from D.A. Davidson via Lever

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.

D.A. Davidson & Co. is accepting applicants for Experienced Analyst positions in the Investment Banking Diversified Industrials Group. 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. 

  • Are you passionate about investment banking and corporate finance?
  • Do you thrive in team environments with high expectations?
  • Would you enjoy performing extensive research and in-depth analysis to create a professional work product for investment banking clients?

Qualifications::

  • 6 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)

Every day as an Analyst will be different. In this role you will::

  • Work on a team within the Diversified Industrials 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

Compensation:

Annual salary plus bonus

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.

Source: D.A. Davidson careers (Lever)

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