At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S.Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe in doing what is right for our clients and are empowered to deliver high-impact solutions.We are with our clients every step of the way—leveraging our nationally-recognized research, capital markets and investment banking expertise, and a robust network of financial advisors. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities.Business units include:• Wealth Management• Trust Services• Investment Management• Equity Capital Markets• Investment Banking• Fixed Income Capital Markets

D.A. Davidson Companies

Financial Planning and Analysis

Assist clients with mergers, acquisitions, and various advisory services.

• Work on a team within the Technology industry vertical, and develop industry specific knowledge
• Support the team’s projects, including business development and investment banking transactions
• Create financial analysis for a wide variety of projects, including company valuation, projections, peer analysis, etc.
• Prepare materials for team assignments, such as pitch books, management presentations, information memos, etc.
• Coordinate and perform due diligence
• Participate in recruiting efforts

Experienced Investment Banking Analyst - Tech Group

Support senior bankers in executing strategic assignments in debt advisory investment banking.

• Manage projects and assist clients with mergers and acquisitions
• Lead day-to-day execution of transactions
• Actively participate in live deals and client meetings
• Manage, train and develop Associates and Analysts
• Ensure high quality collaboration and production from Associates and Analysts
• Create marketing materials
• Communicate and interact with clients
• Travel required for client meetings and conferences
• Participate in recruiting efforts

Senior Investment Banking Associate, Debt Advisory Group

QA Engineer

Oversee quality assurance to ensure high-quality software releases for clients.

• Oversee the quality assurance process to ensure software products meet the highest standards of quality before release.
• Involves strategic planning, development of test plans and cases, and leadership over the QA team.
• Works closely with development and product teams to integrate quality assurance measures into the Agile process.

Lead QA Engineer

Work in Technology Investment Banking Group supporting clients with financial strategies.

• Support senior bankers on strategic assignments
• Assist with mergers and acquisitions, public offerings, and private placements
• Collaborate in live deals like M&A and capital offerings

D.A. Davidson Companies Jobs in New York City