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., a leading investment banking firm with operations nationwide, is accepting applicants for a full-time Vice President position in our Irvine, CA office to work on a team focused on the Consumer industry. The Vice President is expected to project manage strategic assignments assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. The Vice President is expected to translate Director and Managing Director wishes into achievable tasks, assign projects to Associates and Analysts and see these projects through to completion. Be a mentor to junior bankers. Develop relationships with potential clients. Specific qualifications and general responsibilities of the individual are included below.
Qualifications:
Strong transaction history – M&A or Capital Markets experience required
Ability to assist senior bankers in business development
Lead transaction execution teams
High degree of comfort interacting with senior executives
Strong financial modeling ability and computer proficiency
Excellent verbal and written communication skills
Strong work ethic and teamwork skills
Good judgment and ability to exercise discretion when handling confidential information
Ability to perform in both team and self-directed settings
Highly motivated, with a strong desire to excel in a challenging field
MBA preferred, with 3 years and investment banking experience, or undergraduate degree with a minimum of 6 years investment banking experience
Possession of Series 79 (Series 7 may be applicable) and 63 licenses preferred but not required. New hires without these licenses will required to obtain upon hiring
Duties:
Lead the day-to-day execution of transactions (Sell-Side M&A / Buy-Side M&A / Private Capital Raise / Public Offerings), including preparing and reviewing company marketing documents and financial models, managing marketing and due diligence processes, analyzing financing alternatives and negotiating documentation
Establish client trust by identifying needs, project leadership, transaction structuring, company positioning, due diligence, negotiating, etc.
Assist senior bankers in the business development efforts
Contribute to revenue targets for deal teams through relationship development and identifying and recommending deal opportunities for the firm
Manage, train and develop Associates and Analysts at the firm
Ensure high quality collaboration and production of work flow and product from Associates and Analysts
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
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