# Experienced Investment Banking Analyst 2, Tech Group

[D.A. Davidson](https://www.jorb.ai/firms/d-a-davidson.md) · New York · United States · [Investment Banking](https://www.jorb.ai/jobs/investment-banking.md)

D.A. Davidson is hiring a Experienced Investment Banking Analyst 2, Tech Group in New York. Posted 2026-09-18; applications close 2026-11-17.

**Apply**: https://jobs.lever.co/dadavidson/f9f1bbdc-7e9d-4886-8ebd-b38984b2f3e3

Posted 7d ago.

## Role details

## About D.A. Davidson & Co.

D.A. Davidson & Co. delivers a broad range 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 markets investment banking expertise to clients seeking to achieve their strategic financial goals.

## Position Overview

D.A. Davidson & Co. is accepting applications for Experienced Analyst positions in the Investment Banking Technology Group. The Analyst will work closely with senior bankers on strategic assignments and assist clients with mergers and acquisitions, public offerings, private placements, and other advisory services.

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

This role is suited for candidates who are passionate about investment banking and corporate finance, thrive in team environments with high expectations, and enjoy conducting extensive research and in-depth analysis to create professional work products for investment banking clients.

## Qualifications

  
- One to 18 months of experience in sell-side mergers and acquisitions.
  
- 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 Microsoft Word, Excel, and PowerPoint.
  
- Basic knowledge of corporate finance and accounting.
  
- Excellent verbal and written communication skills.
  
- Strong work ethic and a team-oriented approach.
  
- Ability to handle multiple projects with competing priorities.
  
- Good judgment in confidential situations and the ability to exercise discretion.
  
- Flexibility to work long hours, nights, and weekends as needed.
  
- Securities Industry Essentials Exam.
  
- Upon hiring, successful completion of the FINRA Limited Representative–Investment Banking Exam (Series 79) and the Uniform Securities Agent State Law Exam (Series 63).

## Responsibilities

  
- Work on a team within the Technology industry vertical and develop industry-specific knowledge.
  
- Support team projects, including business development activities and investment banking transactions.
  
- Conduct financial analysis for a wide variety of projects, including company valuations, projections, and peer analyses.
  
- Prepare materials for team assignments, such as pitch books, management presentations, and information memoranda.
  
- Coordinate and perform due diligence.
  
- Participate in recruiting efforts.

## Diversity and Inclusion

D.A. Davidson is committed to fostering a diverse environment that supports the development and inclusion of all employees.

D.A. Davidson is an equal opportunity employer and values diversity. The company does 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. Reasonable accommodation will be provided to individuals with disabilities to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Candidates may contact the company to request accommodation.

## Applying to this role

This Experienced Investment Banking Analyst 2, Tech Group role at D.A. Davidson runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications.

[Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=d-a-davidson&job=6ab26e2a796029c0b7e7dc4b)

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Updated: 2026-09-26
Canonical: https://www.jorb.ai/jobs/6ab26e2a796029c0b7e7dc4b
