---
title: 'Experienced Investment Banking Analyst 2, Tech Group at D.A. Davidson'
canonical: 'https://feeny.ai/job/experienced-investment-banking-analyst-2-tech-group-d-a-davidson-new-york-nrp7ek1qke4g'
type: 'job'
last_seen: '2026-11-05'
---

# Experienced Investment Banking Analyst 2, Tech Group at D.A. Davidson

- **Company:** D.A. Davidson
- **Location:** New York, NY
- **Compensation:** $110k–$120k
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-11-02
- **Last confirmed live:** 2026-11-05
- **Apply:** https://jobs.lever.co/dadavidson/f2e37cf3-2a49-4290-88ae-86dd291c0128

## Job description

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 Experienced Analyst positions in the Investment Banking Technology Group. The Analyst will play a critical role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.

The Analyst program includes training with Wall Street Prep in the first year, with mentorship from senior bankers and ongoing training to advance their skills throughout the three-year program. After three years, Analysts will have the opportunity to be promoted to an Associate.

- Are you passionate about investment banking and corporate finance?
- Do you thrive in team environments with high expectations?
- Would you enjoy performing extensive research and in-depth analysis to create a professional work product for investment banking clients?

Qualifications:

- 6 months to 18 months experience in Sell-Side M&A
- Bachelor’s degree with a minimum 3.5 GPA
- Highly motivated and confident with a strong desire to succeed in a challenging field
- Strong knowledge of business software (especially Word, Excel and PowerPoint)
- Basic corporate finance and accounting knowledge
- Excellent verbal and written communications skills, strong work ethic and team oriented
- Able to handle multiple projects with competing priorities
- Good judgment in confidential situations and ability to exercise discretion
- Flexibility to work long hours, nights, and weekends, as needed
- Securities Industry Essentials Exam
- 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)

Every day as an Analyst will be different. In this role you will:

- 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

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.

## About D.A. Davidson

## Company Overview
- **One-liner**: D.A. Davidson is a full-service investment firm providing wealth management, capital markets, investment banking, and fixed income services to individuals, corporations, and institutions.
- **Entity Type**: Private (employee-owned)
- **Headquarters**: Great Falls, Montana, USA
- **Founded**: 1935
- **Founders**: Not publicly available

## Core Business
- **Primary industry**: Financial Services
- **Target customers**: B2C (individuals and families), B2B (corporations, institutions, middle market companies)
- **Mission**: Deliver confidence for what’s next by combining deep expertise with personalized guidance and the strength to scale.

## Products & Services
- **Wealth Management**: Personalized financial planning and advisory services for individuals and families (Service).
- **Trust Services**: Estate and trust administration (Service).
- **Investment Management**: Discretionary portfolio management through Davidson Investment Advisors (Service).
- **Equity Capital Markets**: Institutional research, sales, and trading focused on the middle market (Service).
- **Investment Banking**: M&A advisory, capital raising, and strategic transactions for middle market companies (Service).
- **Fixed Income Capital Markets**: Underwriting, sales, and trading of municipal and other fixed income securities (Service).

## Market Standing
- **Valuation**: Not disclosed (private company)
- **Key Metric**: Annual Revenue of $778M (LinkedIn estimate)
- **Notable Investors/Partners**: Employee-owned; no external investors listed. Partners include national exchanges and middle market clients.
- **Growth Signals**: Headcount of 923 (+4.7% YoY); LinkedIn followers grew 31.8% in the past year; 10 offices across the U.S. (including New York, Denver, Seattle, Omaha, Great Falls); conflicting headcount of 1,144 reported on Built In (likely includes all affiliates).

## Competitive Advantages
- **Employee-owned structure** aligns incentives with long-term client relationships.
- **90-year track record** and deep ties to the middle market.
- **Nationally recognized research** team provides proprietary insights.
- **Full-service platform** combines wealth management, capital markets, and investment banking under one roof.
- **Personalized approach** with a culture rooted in community and responsibility.

## Strategic Focus
- Expand middle market investment banking and institutional research.
- Grow the advisor network through the Advisor Development Program and apprentice programs.
- Invest in technology (e.g., AI & Automation Engineer role, Azure Cloud Engineer) to modernize operations.
- Continue to offer both remote and on-site roles to attract talent across the Davidson footprint.

## Why Work Here
- **Culture**: Employee-owned with a collaborative, values-driven environment. LinkedIn rating 3.5/5 (244 reviews) with Work-Life 3.7, Compensation 3.4, Culture 3.7.
- **Work model**: Hybrid/remote options for certain roles (e.g., Azure Cloud Engineer, Compliance Associate); many roles are on-site at various U.S. offices.
- **Benefits**: Employee stock purchase plan, family medical leave, healthcare, apprenticeship programs, job training and talent development.
- **Perks**: Nine-week paid summer internships for wealth management, research, and corporate functions; three-year paid Apprentice Financial Advisor Program.
- **Engineering culture**: Roles like Senior Software Engineer, AI & Automation Engineer suggest a growing tech team supporting financial platforms.

## Sources
1. [dadavidson.com - About Us](https://www.dadavidson.com/About-Us)
2. [dadavidson.com - Careers](https://www.dadavidson.com/Careers)
3. [LinkedIn - D.A. Davidson Companies](https://linkedin.com/company/d-a--davidson-&-co-)
4. [Built In - D.A. Davidson Companies](https://builtin.com/company/da-davidson-companies)
5. [Lever.co - D.A. Davidson Careers](https://jobs.lever.co/dadavidson)

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