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.

Qualifications:

 

•Bright, professional, and motivated with the desire to excel in an intellectually challenging environment

•Bachelor’s degree 

•3 years minimum experience working in investment banking, private equity, corporate development, etc. required

•Interest and curiosity in the Consumer sector

•Proficiency with Bloomberg, Capital IQ and Tableau a plus

•Advanced knowledge of business software (especially Word, Excel and PowerPoint).

•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.

•Good judgment in confidential situations and ability to exercise discretion when handling confidential information.

•High degree of comfort interacting with senior executives

•Flexibility to work long hours, nights, and weekends, as needed for workflow.

•Possession of Series 79 (Series 7 may be applicable) and 63 licenses preferred. New hires without these licenses will require successful completion upon hiring.

 

In this role you will:

•Are you looking to actively participate in live deals, such as M&A, IPOs, and advisory?

•Perform day-to-day functions for advancing a transaction

•Develop business valuation and financial models

•Create transaction and client marketing materials

•Support senior bankers in business development and the sourcing and execution of transactions

•Attend tradeshows and industry events as needed

•Interact with clients and potential clients on transactional and technical issues

•Manage internal deal teams as it pertains to work flow and work product

•Work with the investment banking analysts, including training and oversight of the work product

•Travel will be required

 

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.  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.