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D.A. Davidson Companies · 2 weeks ago

Investment Banking Analyst, Financial Institutions Group

Chicago, IL

Full-time

Onsite

New Grad, Entry Level

$95K/yr - $95K/yr

D.A. Davidson Companies is a leading full-service investment banking firm providing personalized financial solutions. The Investment Banking Analyst will assist senior bankers with mergers and acquisitions, public offerings, private placements, and other advisory services.

Financial Services

Responsibilities

Develop financial models to analyze a wide variety of client-specific projects

Collaborate with an industry team from peer analysts to managing directors

Support business development activities of senior investment bankers

Attend client meetings and interact on transactional and technical issues

Actively participate in live deals, such as M&A, IPOs, and advisory

Prepare research/analytical content for pitch books, memorandums, presentations and other projects

Qualification

Financial modelingInvestment banking experienceFINRA Series 79FINRA Series 63Business software proficiencyFinancial knowledgeJudgmentVerbal communicationWritten communicationTeamwork skillsSelf-motivation

Required

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

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)