Experienced Investment Banking Analyst 2, Diversified Industrials
Summary
Investment banking analyst builds financial models, prepares pitch books, and supports M&A and IPO deals for diversified industrials clients.
Qualifications:
- Bright, professional, and motivated with the desire to excel in an intellectually challenging environment
- 1-3 years of experience working in investment banking or transaction experience in related fields such as accounting, consulting or corporate finance required.
- Interest and curiosity in the Diversified Industrials sector
- Bachelor’s degree with a minimum 3.5 GPA.
- Working 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.
- Flexibility to work long hours, nights, and weekends, as needed for workflow.
- Possession of Securities Industries Essentials (SIE), Series 79, and 63 licenses preferred but not required. New hires without these licenses will require successful completion upon hiring.
In this role you will:
- Develop financial modules to analyze a wide variety of client-specific projects.
- Collaborate with an industry team from peer analysts to managing directors.
- Prepare research/analytical content for pitch books, memorandums, presentations, and other projects.
- 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.
As published by lever
Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL, Other website
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- IMPORTANT – PLEASE READ: If you are employed by D.A. Davidson Companies, securities industry regulations require that your fingerprints be submitted to the FBI. All criminal history, including arrests and charges that did not result in a conviction, and including arrests, charges or convictions that have been expunged, will be disclosed to D.A. Davidson Companies and reviewed by a limited number of people. In addition, FINRA may require you to submit documentation regarding the incident. Conviction of or “no contest” pleas to certain crimes in the last 10 years may disqualify you from working for D.A. Davidson Companies, even if you were a minor or if the record was sealed or expunged. If you have concerns or questions, please contact D.A. Davidson Companies’ Director of Human Capital at 1-800-332-5915 yes / no · optional
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