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 Series 79 (Series 7 may be applicable) and 63 licenses preferred. New hires without these licenses will require successful completion upon hiring.
In This Role You Will:
Are you looking to 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 work flow and work product
Work with the investment banking analysts, including training and oversight of the work product
Travel will be required
$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.
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.
D.A. Davidson$105k
...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. Qualifications: ~2 to 3 years experience...SuggestedNight shiftWeekend work- ...and insurance solutions to over 2 million consumers and businesses. Embodying our commitment... ...empowerment of our Employee Resource Groups. Together, we strive to be the leader in... ...reimbursement What to Expect The Associate, Consumer Credit is responsible for underwriting...SuggestedWork at officeImmediate startAfternoon shift
$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...SuggestedFlexible hours$41.71k - $69k
...Address:3931 S. Bristol St.Job Family Group:Retail Banking Sales & ServiceDelivers exceptional service... ...needs (e.g. everyday banking, retail investments, lending solutions, home financing (... ...and resolves issues raised through consumer credit audits and quality checks to ensure...SuggestedContract workPart timeLocal areaImmediate startDay shift- ...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...SuggestedFull timeWork at office
- Consumer Direct - Residential Mortgage Loan Officer Full-time Talent Assistants is partnering... ...Very aggressive commission splits. New Associate Bonus Program Fannie Mae, Freddie Mac... ...mortgage loan officer/retail mortgage banking experience Exceptional phone sales...Hourly payFull timeSelf employmentImmediate start
- ...attorney eager to gain hands-on experience by standing up for consumers facing unfair business practices? The Attorney will join the... ...homeowners on protecting home equity, and collaborating with community groups and coalitions focused on consumer and financial justice....Permanent employmentFull timeWork at office
$19.5 per hour
...performance-based incentives. As a Loan Consultant, you will assist consumers through the loan application, submission, and funding processes... ...Opportunity for career advancement Medical Vision Company Paid Group Life / AD&D Insurance 7 Paid Holidays and 2 Floating Holiday...Hourly payWork at officeLocal areaFlexible hours$98.18k - $115.5k
...Portfolio Manager The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining...Temporary workWork experience placement- ...discretionary bonus. Overview At New Omni Bank, we believe in the power of talent and... ...Open and close depository accounts for consumer and business clients. Assist clients with... .... EEO Statement New Omni Bank, National Association commits to following all applicable regulatory...Full timeLocal area
- ...that we serve and join the strongest large bank in Kansas City, then Security Bank of... ...change and the channel grows. Understands the consumer lending process as it relates to cross-... ...onsite visits with customers, community groups or events to obtain networking opportunities...Full timeWork at office
$20 - $27.69 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com....Work experience placementWork at officeImmediate start$88.8k - $165.6k
...new and existing Commercial banking loans and credit solutions in... ...strategies that optimize returns with investment objectives. Leads proposal... ...is primarily on business/group within BMO; may have broader,... ..., Credit Qualifications and associated credit knowledge and skills according...Work experience placementWork at officeLocal area- ...clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset... ...wealth. You will use your knowledge of investments, financial planning, credit and banking... ...innovative financial solutions to millions of consumers, small businesses and many of the world'...Temporary workWork experience placementLocal area
$120k - $200k
...~ Minimum of 3 years of consecutive experience as a Direct-to-Consumer (DTC) loan Originator. ~3+ Years in a call center environment... ...Supportive and growth-oriented team environment where leadership invests in your success. Backed by Americor—stability and corporate...Temporary workWork at officeLocal area$37.44k
...and effectively managing all of the risks associated with their business objectives and... ...in this position. Preferred Skills Banking Products, Client Prospecting, Customer Relationships... ...background checks as required by Consumer Financial Protection Bureau regulations....Full timeTemporary workPart timeWork experience placementWork at office$127.63k - $237.01k
...services advice to these clients including: banking, credit, asset management, trust and... ...capabilities and develop solutions across investments, trust and wealth transfer, credit,... ...recruitment team Colleague Resource Groups to support networking and community engagement...Remote work$12 - $18.17 per hour
...Position Summary Our Direct Sales channel is at the core of who we are at loanDepot—a consumer direct marketing powerhouse focused on providing excellent service to our customers across all 50 states. Our direct lending channel, comprised of both seasoned mortgage veterans...Minimum wageLocal areaRemote workFlexible hours$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$92.2k - $124.7k
...act as the lead expert in the group on critical business areas,... ...Experience as an Auditor in Banking, Financial Services, Financial... ...value products and services to consumer and commercial clients... ...manner discriminate against associates or applicants because they have...For contractorsWork experience placement$23 - $27 per hour
...your career. At Orange County's Federal Credit Union (OCFCU), banking is personalalways has been. For more than 85 years, we've... ...accuracy and care Open new accounts and guide members through consumer loan applications Proactively recommend products and services...Hourly payWeekday work$22 - $23.5 per hour
...generation Relationship Banker at East West Bank means you are part of a world-class team that... ...treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial and consumer products Source and develop loans...$45.38k - $75.63k
...effectively managing all of the risks associated with their business... ...Preferred Skills Accountability Banking Client Loyalty Customer... ...background checks as required by Consumer Financial Protection Bureau regulations... ...positions. #J-18808-Ljbffr PNC Financial Services Group, Inc.Temporary workWork at officeShift work- ...needed throughout the day Performs other related duties as assigned or requested.* Has working knowledge of credit union savings and consumer loan products and all services. Has basic knowledge of real estate products. Maintains cash and negotiables. Provides suggestions...Night shiftDay shiftAfternoon shift
- ...Lending inc. is a family owned mortgage brokerage headquartered in Orange County, CA. We focus on residential mortgage lending to consumers looking to purchase or refinance. We are 5 star rated on Zillow and accredited on the Better Business Bureau. Role Description This...Full timeWork at office
$86.53k - $101.8k
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$90.25k - $147k
...class. As a Senior Associate Credit Officer within the Credit... ...lending or 5 years of other banking or finance experience ~... ...solutions to millions of consumers, small businesses and many of... ...today we are a leader in investment banking, consumer and small...$80k - $85k
## Investment AnalystApplylocations: Pacific Hospitality Group – Irvine, CAtime type: Full timeposted on: Posted Yesterdayjob requisition id**Pacific Hospitality Group provides a unique value proposition to investors and team members through our owner/operator approach....Local area$140k - $160k
...States and Canada. In conjunction with Unified Door & Hardware Group (UDHG), a premier provider of commercial door, frame, and hardware... ...and evolve following the recent acquisition by Lowe's, we are investing in strong, forward-thinking talent to support our long-term...Full timeContract workFor contractorsWork at officeLocal areaFlexible hours$72k
...acquisition search and principal investment firm. We are a unique company... ...services, technology, consumer, and energy. For more information... ...working with an established Associate to support the management of... .... ~ Comradery with a great group of driven, smart, creative and...Full timeInternshipWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Banking Associate, Consumer Group. Be the first to apply!
- property investment Irvine, CA
- investment writer Irvine, CA
- investment firm Irvine, CA
- infrastructure investment Irvine, CA
- investment strategist Irvine, CA
- investment operations Irvine, CA
- investment intern (private equity) Irvine, CA
- community investment Irvine, CA
- investment Irvine, CA
- investment sales Irvine, CA

