D. A. Davidson & Co.

Financial Services

InvestmentBankingAssociate,ConsumerGroup

$160–170k Irvine, California, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Investment Banking Associate, Consumer Group at D. A. Davidson & Co.. Skills: Investment banking, Financial modeling, Transaction execution. Actively participate in live deals. Perform day-to-day functions for advancing a transaction”

Industry & Context.

Financial Services
Eligibility Requirements

Flexibility to work long hours, nights, and weekends, as needed for workflow, Travel will be required

What They're Looking For.

Must Have

Bachelor's degree, 3 years minimum experience working in investment banking, private equity, corporate development, etc. required, High level of financial knowledge (financial modeling, macroeconomics, current events, etc. ), Excellent verbal and written communications skills, work ethic, teamwork skills, Self-motivated, Good judgment in confidential situations, 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

Nice to Have

Proficiency with Bloomberg, Capital IQ and Tableau a plus, Possession of Series 79 (Series 7 may be applicable) and 63 licenses preferred, New hires without these licenses will require successful completion upon hiring

What You'll Do.

Actively participate in live deals

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

Source and execute transactions

Attend tradeshows and industry events

Interact with clients and potential clients

Manage internal deal teams

Work with investment banking analysts

Training and oversight of work product

How You'll Work.

Team & Collaboration

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

Communication Scope

Excellent verbal and written communications skills; High degree of comfort interacting with senior executives

Full Job Description

## 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. 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

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