Job Description D.A.
Davidson & Co., a leading investment banking firm with operations nationwide, is accepting applicants for a full-time Vice President position in our Costa Mesa, CA, Boston, MA, Portland, OR or New York, NY office to work on a team passionate about the technology 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 coach to junior bankers.
Build relationships with potential clients.
Specific qualifications and general responsibilities of the individual are included below.
Experience and Skills Qualifications: Strong transaction history
– M&A or Capital Markets experience required Ability to assist senior bankers in business development Ability to 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 Superior 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 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 be required 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