D.A. Davidson’s Special District Group
Investment Banking Associate, Debt Advisory
D.A. Davidson’s Special District Group, New York, New York, us, 10261
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 & Co. is accepting applicants for an Associate position in the Debt Advisory Investment Banking Group. The Associate will play a vital role working with senior bankers on strategic assignments.
Associates 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.
The Associate will manage projects and assist clients with mergers and acquisitions, public offerings, private placements and other advisory services. The Associates is expected to communicate with the Managing Director. A strong Associate will be a resource for senior bankers, a coach to junior bankers and strengthen relationships with our clients.
Qualifications
3 – 6 years professional experience working in investment banking, private equity, commercial banking, etc. is required
Bachelor’s degree, but an MBA is not required
Highly motivated, confident, professional, and coachable
Well versed in the leveraged finance private market including products (ABL, first lien, second lien, unitranche, mezzanine) and features (collateral, covenants, call provisions, amortization, cash flow sweeps, equity cures, etc.)
Adept at reviewing credit and security agreements, analyzing collateral and covenant packages, and assessing refinancing and other capital raising opportunities
Capable of conducting credit assessments, customizing due diligence requests and working closely with clients on diligence fulfillment
Experienced in preparing leveraged finance models and debt financing information memoranda
Exposure to equity-linked securities (i.e., debt with warrants, convertible debt) a plus
Sales-oriented with keen interest in interacting with a broad universe of institutional lenders/investors
Excited to join a rapidly expanding NYC-based Debt Advisory platform that originates, structures and places debt financings for middle market private and public companies across multiple industries (Technology, Consumer and Industrials)
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 preferred but not required. New hires without these licenses will require successful completion upon hiring
In this role you will:
Lead the day-to-day execution of transactions, including preparing and reviewing financial models, presentations, managing marketing and due diligence processes, negotiating documentation and providing support for the Managing Director
Actively participate in live deals, contribute in client meetings and pitches
Manage, train and develop Associates and Analysts at the firm
Ensure high quality collaboration and production of work flow from Associates and Analysts
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
$160,000 - $190,000 a year. First year associates start at $160,000 and ranges up to $190,000 for senior associates with 3-4 years in the role. Bonuses are up to 100% of base salary.
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.
ACKNOWLEDGMENT Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.
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D.A. Davidson & Co. is accepting applicants for an Associate position in the Debt Advisory Investment Banking Group. The Associate will play a vital role working with senior bankers on strategic assignments.
Associates 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.
The Associate will manage projects and assist clients with mergers and acquisitions, public offerings, private placements and other advisory services. The Associates is expected to communicate with the Managing Director. A strong Associate will be a resource for senior bankers, a coach to junior bankers and strengthen relationships with our clients.
Qualifications
3 – 6 years professional experience working in investment banking, private equity, commercial banking, etc. is required
Bachelor’s degree, but an MBA is not required
Highly motivated, confident, professional, and coachable
Well versed in the leveraged finance private market including products (ABL, first lien, second lien, unitranche, mezzanine) and features (collateral, covenants, call provisions, amortization, cash flow sweeps, equity cures, etc.)
Adept at reviewing credit and security agreements, analyzing collateral and covenant packages, and assessing refinancing and other capital raising opportunities
Capable of conducting credit assessments, customizing due diligence requests and working closely with clients on diligence fulfillment
Experienced in preparing leveraged finance models and debt financing information memoranda
Exposure to equity-linked securities (i.e., debt with warrants, convertible debt) a plus
Sales-oriented with keen interest in interacting with a broad universe of institutional lenders/investors
Excited to join a rapidly expanding NYC-based Debt Advisory platform that originates, structures and places debt financings for middle market private and public companies across multiple industries (Technology, Consumer and Industrials)
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 preferred but not required. New hires without these licenses will require successful completion upon hiring
In this role you will:
Lead the day-to-day execution of transactions, including preparing and reviewing financial models, presentations, managing marketing and due diligence processes, negotiating documentation and providing support for the Managing Director
Actively participate in live deals, contribute in client meetings and pitches
Manage, train and develop Associates and Analysts at the firm
Ensure high quality collaboration and production of work flow from Associates and Analysts
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
$160,000 - $190,000 a year. First year associates start at $160,000 and ranges up to $190,000 for senior associates with 3-4 years in the role. Bonuses are up to 100% of base salary.
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.
ACKNOWLEDGMENT Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.
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