Investment Banking Associate, Consumer Group
$160k - $170kD.A. Davidson
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. Qualifications Bright, professional, and motivated with the desire to excel in an intellectually challenging environment Bachelor’s degree 3 years minimum experience working in investment banking, private equity, corporate development, etc. required Interest and curiosity in the Consumer sector Proficiency with Bloomberg, Capital IQ and Tableau a plus Advanced knowledge of business software (especially Word, Excel and PowerPoint) High level of financial knowledge (financial modeling, macroeconomics, current events, etc.) Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self‑motivated, with a strong desire to excel in a challenging field. Good judgment in confidential situations and ability to exercise discretion when handling confidential information. High degree of comfort interacting with senior executives Flexibility to work long hours, nights, and weekends, as needed for workflow. Possession of Series79 (Series7 may be applicable) and63 licenses preferred. New hires without these licenses will require successful completion upon hiring. Responsibilities Actively participate in live deals, such as M&A, IPOs, and advisory. Perform day‑to‑day functions for advancing a transaction. Develop business valuation and financial models. Create transaction and client marketing materials. Support senior bankers in business development and the sourcing and execution of transactions. Attend tradeshows and industry events as needed. Interact with clients and potential clients on transactional and technical issues. Manage internal deal teams as it pertains to workflow and work product. Work with the investment banking analysts, including training and oversight of the work product. Travel will be required. Compensation $160,000 - $170,000 a year. Base salary, depending on experience ranges. This role is eligible to participate in applicable D.A. Davidson variable compensation programs. Equal Opportunity Statement 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. #J-18808-Ljbffr
$105k - $115k
...recognized research, and capital market investment banking expertise to clients who need help... ...positions in the Investment Banking Consumer Group. The Analyst will play a critical role... ...the opportunity to be promoted to an Associate. Are you passionate about...SuggestedNight shiftWeekend work$160k - $170k
...participating in M&A, IPOs, and advisory efforts, requiring a bachelor’s degree and a minimum of three years’ experience in investment banking or related fields. The ideal candidate will have advanced financial knowledge and proficiency in tools like Bloomberg and Tableau...SuggestedWork at office$80k
...attorney eager to gain hands-on experience by standing up for consumers facing unfair business practices? The Two-Year Fellow/Attorney... ...on protecting home equity, and collaborating with community groups and coalitions focused on consumer and financial justice. Develop...SuggestedFull timeWork at officeRemote work$70k - $90k
...industry. About Us Mountain Financial Group is an independent financial services... ...puts generosity at the center of saving and investing. A diversified financial services... ...Thrivent offers advice, insurance, investments, banking and generosity products and programs. For...SuggestedBase plus commissionFull timeWork at officeLocal area2 days per week3 days per week$70k - $90k
...ability to focus on learning and development while serving clients with mentorship through joint field work. Mountain Financial Group is an independent financial services practice of Thrivent in Irvine, CA. We are growing and adding a team-based financial advisor to...SuggestedBase plus commissionFull timeWork at officeLocal area2 days per week3 days per week$80k
...Wealth Management Financial Advisor The Baldwin Group, a nationwide Registered Investment Advisor, is seeking an Advisor to join our Financial Services... ...experience in financial services, wealth management, banking, or a related client service role (internships, co-ops,...Internship- ...We’re always looking for diverse, talented, service-oriented people to join our exceptional team.Consumer Loan ProcessorThe pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be...
- ...loan officers. Licensed in over 30 states, we specialize in consumer-direct lending with a full spectrum of products including Conventional... ...-leading paid holidays. Hands-On Training & Growth We invest in our people through structured onboarding, continuous...Work at officeImmediate startFlexible hours
$107.98k - $169.33k
...Stop Loss Group Underwriter Consultant, Senior Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity,... ...outcomes and drive our shared success - for our consumers, our associates, our communities and our...Temporary workWork experience placementWork at officeLocal area2 days per week1 day per week$133.37k - $156.9k
...At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial... ...Manager is a First Line of Defense (1FLOD) leadership role within Consumer & Business Banking (CBB), responsible for owning and executing risk...Temporary workWork experience placementLocal area- ...and accurate 1003's from your borrower, on their cell phone. ~ Texting ability from our CRM, as well as mass voice mails to reach a group. ~ We service our own loans, your picture and contact info stay on their mortgage coupon. ~ All your funded clients are yours to...Full timeWork at office
- ...Consumer Direct Home Loan Specialist Irvine CA - Irvine, CA 92602 Overview Position Type Full Time Category Sales Description Consumer Direct Mortgage Loan Officer – Close More, Earn More, Win More! At Churchill Mortgage, we don't just do business—we win...Minimum wageFull time
$150k - $200k
..., with excellent communication skills and who's able to be persuasive, has good character and integrity. Connects quickly with consumers and builds rapport with potential clients Exceptional written and verbal communication skills, including excellent follow up capabilities...Flexible hours$41.71k - $69k
...: 3931 S. Bristol St. Job Family Group: Retail Banking Sales & Service Delivers exceptional... ...needs (e.g. everyday banking, retail investments, lending solutions, home financing (... ...questions and resolves issues raised through consumer credit audits and quality checks to...Contract workPart timeLocal areaImmediate startDay shift$12 - $25 per hour
...Zillow Home Loans, we're at the forefront of revolutionizing the home financing experience. As part of Zillow Group's FinTech division, you'll help reshape how consumers buy, sell, and finance homes while working in a collaborative, high-energy environment. We're a team of...Hourly payWork at officeLocal areaWork from home$22.33 - $32.38 per hour
...SchoolsFirst FCU in Tustin, CA is seeking a Consumer Loan Servicing Representative II to assist Members with loan-related inquiries and process various requests post-funding. This full-time role requires excellent communication and problem-solving skills, along with intermediate...Hourly payFull time$22.33 - $32.38 per hour
...We're always looking for diverse, talented, service-oriented people to join our exceptional team. Consumer Loan Servicing Representative II The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill...Work at office$132.26k - $155.6k
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial... ...solving skills Ability to work effectively with individuals and groups across the company to manage customer relationships Well-...Temporary workWork experience placementLocal area$91k - $202.8k
...Commercial within PNC's Regional Credit Products Group organization, you will be based in Los... ...effectively managing all of the risks associated with their business objectives and... ...California Residents Refer to the California Consumer Privacy Act Privacy Notice ( to gain...Full timeTemporary workPart timeWork experience placementWork at office$98.18k - $115.5k
...At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life...Temporary workWork experience placementLocal area$150k - $300k
...lender specializing in Non-QM (DSCR, Bank Statement, 5–10 Unit), VA, and... ...USDA, 2nds, and more. We are a consumer direct mortgage company. We invest heavily in marketing and technology... ...transfers, and priority inbound ring group placement. Compensation & Benefits...Hourly payFull timeWork at officeLocal area$47.84k - $75k
...Consumer Underwriter – Auto Finance For over 100 years we've helped dealers serve their customers by providing the best-in-class products and services they need – and by remaining true to the automotive passion we share. Take the wheel on your career and join a team...Full timeContract workTemporary workPart timeWork experience placementRelocation packageFlexible hoursWeekend workAfternoon shift$24 per hour
...customer service environment ~ Experience in financial services, consumer lending, mortgage, auto lending, or fraud prevention ~... ...That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will...Contract workTemporary workFor contractorsSummer workWork at officeRemote workHome officeMonday to FridayFlexible hoursWeekend workAfternoon shift$19.5 per hour
...performance-based incentives. As a Loan Consultant, you will assist consumers through the loan application, submission, and funding processes... ...for career advancement Medical Dental Vision Company Paid Group Life / AD&D Insurance 7 Paid Holidays and 2 Floating Holiday Days...Hourly payWork at officeLocal areaFlexible hours$28.7 - $45.9 per hour
...dynamic and fast-growing FinTech company, you'll help reshape how consumers buy, sell, and finance homes, all while working in a... ...' Premier Team, you'll be part of a collaborative, high-energy group focused on helping homebuyers navigate one of life's biggest milestones...Hourly payFull timeWork at officeLocal areaWork from homeMonday to Friday$19.5 per hour
...performance-based incentives. As a Loan Consultant, you will assist consumers through the loan application, submission, and funding processes... ...advancement ~ Medical ~ Dental ~ Vision ~ Company Paid Group Life / AD&D Insurance ~7 Paid Holidays and 2 Floating Holiday...Hourly payTemporary workWork at officeLocal areaFlexible hours$400k
...charts Apply strict risk management rules on every trade Review trades, track performance, continuously improve Participate in coaching, group sessions, and trader community Who Thrives Here Serious about trading as a professional craft, not a side hustle Value rules,...Hourly payContract workSecond jobRemote workWorldwide$400k
...charts Apply strict risk management rules on every trade Review trades, track performance, continuously improve Participate in coaching, group sessions, trader community Who Thrives Here Serious about trading as a professional craft, not a side hustle Value rules, structure,...Hourly payContract workSecond jobRemote workWork from homeWorldwide$400k
...charts Apply strict risk management rules on every trade Review trades, track performance, continuously improve Participate in coaching, group sessions, trader community Who Thrives Here Serious about trading as a professional craft, not a side hustle Value rules, structure,...Hourly payContract workFor contractorsSecond jobRemote workWorldwide$23 - $29 per hour
...Relationship Banker (Personal Banker) – Tustin, CA Branch Associates at California Bank & Trust work in a relationship-centered culture where... ...focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. Resolve...Hourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours
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