Investment Banking Analyst, Financial Institutions Group

Job Description

Job Description

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.

Investment Banking - Analyst

D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm’s Financial Institutions Investment Banking Group in Irvine, CA. The Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.

Qualifications :

• Bachelor’s degree with a minimum 3.5 GPA.
• Some investment banking or transaction experience in related fields such as accounting, consulting or corporate finance required.
• Do you enjoy preparing research / analytical content for pitch books, memorandums, presentations and other projects?
• Working knowledge of business software (especially Word, Excel and PowerPoint).
• General 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.
• Flexibility to work long hours, nights, and weekends, as needed for workflow.
• 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), and the Securities Industry Essentials Exam (SIE).

In this role you will :

The potential base pay for this role is $95,000 per year. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.

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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.