Data Analyst, Investment Banking

    • Job Tracking ID: 85444-352451
    • Job Location: Salt Lake City, UT
      Portland, OR,
      New York, NY
    • Job Level: Any
    • Level of Education: Any
    • Job Type: Full-Time/Regular
    • Date Updated: 11/11/2022
    • Years of Experience: Not Applicable
    • Starting Date: ASAP
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Job Description

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D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better.

Our Technology Investment Banking team ("Tech IB") includes 40+ investment bankers focused on four key areas, including software, financial technology, tech-enabled services and cloud & data infrastructure. This team performs a variety of functions for corporate clients, including M&A advisory for founder-owned and institutionally backed businesses, as well as capital raising for public and private companies. The Tech IB team strongly believes that differentiated data will continue to be its competitive advantage in its core verticals and geographies.

Summary/Function:
The Data Analyst will assist the Tech IB team members with a variety of data-centric, business-critical projects, tasks, requests and deliverables. This role requires establishing excellent internal communication to successfully work not only within Tech IB, but also cross-functionally with many departments, including Senior Management, Compliance, Legal, Operations, and IT to gather information, manage projects, and ensure deliverables are met in a timely manner.

Experience and Skills

Qualifications:
* Based in Portland, OR; Salt Lake City, UT or New York, NY
* Bachelor’s degree, 3.5 minimum GPA
* Demonstrate interest in understanding the investment banking landscape
* Demonstrated ability to proactively work with wide range of internal partners and external business providers
* Exceptional organizational skills and attention-to-detail
* Strong verbal and written communication skills
* Ability to prioritize multiple demands and competing priorities
* Ability to quickly become a subject matter expert in assigned project areas
* Self-starter who is able to work independently and in a team
* Strong technology and computer literacy skills, including Microsoft Excel & PowerPoint
* Prior experience with Salesforce or similar CRM systems

Objectives:
* Manage and derive insights from recently launched CRM deployment for more active pipeline development
* Advance current data tagging practices for better marketing precision
* Leverage existing data services to bolster existing CRM data
* Research and assist in development of tools to automate funnel development
* Develop processes to incorporate existing business-level data into more robust reporting platform
* Assists technology leadership with more advanced KPIs based on existing and newly created data
* Participates in meetings and as requested
* Performs other duties as assigned

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, gender, 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.