Investment Banking Associate - Technology

    • Job Tracking ID: 85444-330221
    • Job Location: Boston, MA
    • Job Level: Any
    • Level of Education: BA/BS
    • Job Type: Full-Time/Regular
    • Date Updated: 09/01/2021
    • Years of Experience: 2+
    • Starting Date: ASAP
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Job Description

D.A. Davidson & Co. - The Strength of Advice

D.A. Davidson’s investment banking division is a leading full-service investment bank that offers comprehensive financial advisory and capital markets expertise for public and private companies, including M&A, equity and debt offerings. The group has extensive transaction experience serving middle market clients worldwide across five industry verticals: Consumer, Diversified Industrials, Financial Institutions, Real Estate and Technology. Together with its European strategic partner, MCF Corporate Finance, D.A. Davidson originates and executes transatlantic M&A transactions under the common brand of D.A. Davidson MCF International. D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in 1935 and headquartered in Montana, with corporate offices in Denver, Los Angeles, Portland and Seattle, the company has approximately 1,400 employees and offices in 27 states.

Investment Banking - Associate

D.A. Davidson & Co. is accepting applicants for Associate positions in the Investment Banking Group. The Associate will play a vital role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. Associates start on a three-year program with a deep dive into their industry of focus, receive mentorship and sales and public speaking training. Associates are encouraged to assist in recruiting, college outreach, cultural initiatives and ongoing analyst training. Associates have an opportunity to work abroad as part of our partnership with MCF Corporate Finance or obtain an MBA while serving as an Associate.

Experience and Skills

Qualifications:
* 2 years minimum professional experience working in investment banking, private equity, corporate development, etc. is required
* Bachelor’s degree, but an MBA is not required
* Highly motivated, confident, professional, and coachable
* Proficiency with Capital IQ, PitchBook or Tableau is a plus
* Advanced knowledge of business software (especially Word, Excel and PowerPoint)
* Strong knowledge of financial modeling, corporate finance and accounting
* Excellent verbal and written communications skills including business writing
* Able to handle multiple projects with competing priorities
* Strong work ethic and team oriented approach
* Good judgment in confidential situations and ability to exercise discretion
* High degree of comfort and confidence interacting with senior executives
* Ability to train and provide mentorship to analysts and interns
* Flexibility to work long hours, nights, and weekends, as needed
* Securities Industry Essentials Exam, Series 79 (Series 7 may be applicable) and 63 licenses preferred but not required. New hires without these licenses will require successful completion upon hiring

In this role you will:
* Work closely with senior bankers to support business development, sourcing and execution of transactions
* Actively participate in live deals, such as M&A, capital offerings and strategic advisory
* Supervise investment banking analysts, including mentoring and oversight of the work product
* Take the lead for developing important technical analysis and presentations
* Create marketing materials
* Communicate and interact with clients in executing transactions
* Travel is required (i.e. client meetings, conferences, etc.)
* Participate in recruiting efforts

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.