Experienced Investment Banking Associate, Technology

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.

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 investment banking offices in Atlanta, Boston, Chicago, Denver, Great Falls, New York, Orange County, Portland and Salt Lake City, the company has approximately 1,400 employees and offices in 27 states. 

Investment Banking – Experienced Associate 1 or 2 

D.A. Davidson & Co. is accepting applicants for Associate Year 1 and 2 positions in the Technology 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 four-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.

• 3 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 strongly preferred but not required. New hires without these licenses will require successful completion upon hiring 

• 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.

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