Experienced Analyst, Investment Banking – Diversified Industrials Group

Job Description

Experienced Investment Banking Analyst, Diversified Industrials | D.A. Davidson Companies

The Tone:
This is a full-time role at D.A. Davidson & Co., located in Boston, MA. D.A. Davidson Companies, a firm that delivers quality financial solutions to individual and institutional investors, companies, and government entities, offers straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise. This Experienced Analyst position is crucial within the Investment Banking Diversified Industrials Group, where you will partner with senior bankers on strategic assignments. The role is vital for helping clients achieve their strategic financial goals through mergers and acquisitions, public offerings, private placements, and other advisory services.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person, Boston, MA
• Pay: $95000–$115000 yearly
• Team: Investment Banking Diversified Industrials Group
• Mission: The Experienced Analyst assists clients with mergers and acquisitions, public offerings, private placements, and other advisory services to achieve strategic financial goals.
• Tech Stack: Word, Excel, PowerPoint

What You’ll Actually Do
• Develop: Create financial modules to analyze diverse client projects.
• Prepare: Produce research and analytical content for pitch books, memorandums, and presentations.
• Support: Assist senior investment bankers with their business development activities.
• Engage: Attend client meetings and interact on transactional and technical issues.
• Participate: Actively contribute to live deals such as M&A, IPOs, and advisory services.

The Must-Haves
• Background: Bachelor’s degree with a minimum 3.5 GPA; core domain knowledge in investment banking or transaction experience in related fields.
• Experience: 1-3 years of experience in investment banking or transaction experience in fields such as accounting, consulting, or corporate finance.
• Skills: Financial modeling, macroeconomic knowledge, understanding of current events, proficiency in Word, Excel, and PowerPoint, strong verbal and written communication skills.
• Bonus: Possession of Securities Industries Essentials (SIE), Series 79, and 63 licenses, or successful completion upon hiring; demonstrated interest and curiosity in the Diversified Industrials sector.