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Experienced Investment Banking Analyst, Technology Group

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 Technology 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:
  • Six 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 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


$95,000 - $105,000 a year
Analyst in their first year are at $95,000 annual salary plus bonus up to 50% of base salary. Analysts in their second year at at $105,000 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.


Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.

Average salary estimate

$100000 / YEARLY (est.)
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$95000K
$105000K

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What You Should Know About Experienced Investment Banking Analyst, Technology Group, D.A. Davidson

Are you ready to dive into the fast-paced world of investment banking? D.A. Davidson & Co., a firm renowned for delivering quality financial solutions, is looking for an Experienced Investment Banking Analyst for our Technology Group based in New York, NY. In this dynamic role, you will work closely with seasoned bankers on strategic assignments that include assisting clients with mergers and acquisitions, public offerings, and other critical advisory services. You'll tackle comprehensive research and analysis while creating professional work products that make a real impact. At D.A. Davidson, the Analyst program offers you the chance to hone your skills through a combination of Wall Street Prep training in your first year, mentorship from experienced bankers, and ongoing skill development throughout a three-year journey. Each day will bring unique challenges as you support various projects, prepare detailed financial analyses, and create essential materials like pitch books and presentations. If you are self-motivated, thrive in collaborative environments, and possess a strong foundation in finance, this is your opportunity to grow and potentially step up to an Associate role after just three years. Join us at D.A. Davidson where we prioritize diversity and inclusivity – because we believe that diverse voices create better outcomes for our clients and our team. Let's achieve those strategic financial goals together!

Frequently Asked Questions (FAQs) for Experienced Investment Banking Analyst, Technology Group Role at D.A. Davidson
What can I expect from the Experienced Investment Banking Analyst position at D.A. Davidson & Co.?

As an Experienced Investment Banking Analyst at D.A. Davidson & Co., you can look forward to a dynamic environment where no two days are alike. You'll collaborate with senior bankers, contribute to high-stakes projects in the Technology Group, and receive top-tier training that sets the foundation for your investment banking career.

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What qualifications do I need for the Experienced Investment Banking Analyst role at D.A. Davidson & Co.?

To qualify for the Experienced Investment Banking Analyst position at D.A. Davidson & Co., you should have 6 to 18 months of relevant experience in Sell-Side M&A, a Bachelor's degree with a GPA of at least 3.5, and strong skills in business software, particularly Word, Excel, and PowerPoint. Excellent communication abilities and a genuine passion for corporate finance are essential as well.

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How does the training program work for an Experienced Investment Banking Analyst at D.A. Davidson & Co.?

At D.A. Davidson & Co., the training program is an essential part of your journey as an Experienced Investment Banking Analyst. In your first year, you will participate in Wall Street Prep training, gaining crucial insights and skills. You'll also benefit from direct mentorship from our seasoned bankers, ensuring you receive continuous education throughout the three-year program.

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What types of projects will I be involved in as an Experienced Investment Banking Analyst?

As an Experienced Investment Banking Analyst at D.A. Davidson & Co., you'll be involved in a variety of projects that may include business development and investment banking transactions. You'll create financial analyses, prepare pitch books, and coordinate due diligence efforts, allowing you to gain a comprehensive understanding of the investment banking process.

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What is the salary range for the Experienced Investment Banking Analyst position at D.A. Davidson & Co.?

The salary for the Experienced Investment Banking Analyst role at D.A. Davidson & Co. starts at $95,000 annually, with potential bonuses that can total up to 50% of your base salary in your first year. As you advance into your second year, the salary increases to $105,000, plus bonuses, reflecting our commitment to recognizing your contributions and progress.

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Is there room for advancement in the Experienced Investment Banking Analyst position?

Yes, there is significant room for advancement as an Experienced Investment Banking Analyst at D.A. Davidson & Co. After completing the three-year Analyst program, you will have the opportunity to advance to an Associate position, where you can take on greater responsibilities and further develop your career in investment banking.

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How does D.A. Davidson & Co. prioritize diversity and inclusivity in hiring for the Experienced Investment Banking Analyst role?

D.A. Davidson & Co. is deeply committed to fostering a diverse environment. We believe that inclusivity leads to better outcomes for our clients. In hiring for the Experienced Investment Banking Analyst role, we actively seek candidates from diverse backgrounds and ensure that all applicants are treated fairly, allowing for a more innovative and effective team.

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Common Interview Questions for Experienced Investment Banking Analyst, Technology Group
What motivated you to pursue a career in investment banking as an Experienced Investment Banking Analyst?

When answering this question, share your passion for finance and how investment banking aligns with your career goals. Highlight experiences that solidified your interest in the industry, such as academic projects, internships, or relevant coursework that demonstrated your dedication.

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How do you prioritize and manage multiple projects with competing deadlines?

For this question, discuss your approach to time management and prioritize tasks based on urgency and importance. Provide examples of how you have successfully handled overlapping deadlines in previous roles or academic settings.

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Can you describe a challenging project you worked on and how you overcame obstacles?

When addressing this question, choose a specific project and outline the challenges you faced. Explain the steps you took to navigate these challenges, emphasizing your problem-solving skills and ability to work collaboratively with others.

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What financial modeling experience do you have that prepares you for the Analyst role?

Here, you should detail your experience with financial modeling, including any tools or methods you used. Be prepared to discuss specific models you've created or worked on, and how they contributed to decision-making in past projects.

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How do you stay updated with the latest trends in the technology industry?

In your response, mention specific strategies you use to keep informed about technology trends, such as following industry publications, attending webinars, or participating in networking events. Express your enthusiasm for continuously expanding your knowledge.

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What role do you think teamwork plays in successful investment banking projects?

Discuss the importance of teamwork in investment banking, emphasizing collaborative efforts in achieving results. Provide examples of how you have effectively worked within a team and the value it brought to your past projects.

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How would you handle confidential information in the Analyst role?

Answering this question involves discussing the significance of maintaining confidentiality in the investment banking field. Share any relevant experience you have in dealing with sensitive information and your commitment to ethical practices.

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What financial analysis tools and software are you proficient in?

List the financial analysis tools and software you're familiar with (e.g., Excel, PowerPoint, Bloomberg). Talk about your hands-on experience with these tools and how you used them to analyze data or create presentations in previous roles.

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How do you effectively communicate complex financial concepts to clients or team members?

For this question, explain your approach to breaking down complex information into understandable terms. Reference past experiences where you successfully communicated complicated topics and the positive feedback you received.

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What do you hope to achieve in your role as an Experienced Investment Banking Analyst at D.A. Davidson & Co.?

This is an opportunity to express your long-term goals and aspirations within investment banking. Discuss your eagerness to learn from senior bankers, contribute to meaningful projects, and eventually progress within the firm to take on larger responsibilities.

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D.A. Davidson offers various financial services including investment management, equity capital markets, fixed income capital markets, and municipal investment management. D.A Davidson is headquartered in Great Falls, Montana.

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Full-time, on-site
DATE POSTED
November 25, 2024

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