Assist in preparation of proposals for investment banking, analyze client goals, prepare bond documents, research financial trends, and maintain databases.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
The Development Finance Group is a team of bankers and associates dedicated to raising capital for public infrastructure development. This team built a specialty practice over the past 30 years and is actively growing into markets with demand for public infrastructure.
We are currently seeking a qualified Analyst within the Development Finance Group Public Finance team. In addition to strong analytical and communication skills, the most successful applicant will demonstrate a high degree of emotional intelligence and will thrive in a fast growing, highly collaborative team.
Qualifications:
- Bachelor’s Degree
- Proactive and analytical approach, ability to process information quickly and make sound decisions within strict time constraints.
- Excellent interpersonal, communication, presentation and project management skills with the ability to collaborate effectively.
- Proven ability to collaborate with a team in a dynamic, client-centric environment.
- Proficient computer skills, able to utilize new systems or programs as necessary.
- Experience in one or more of the following areas a plus: municipal bond analysis; real estate finance; land development finance; municipal underwriting.
Duties:
- Assist in the preparation of high-quality, persuasive proposals to provide investment banking services to potential clients (RFP Responses).
- Partner with the bankers and conduct analysis with a focus on the larger context including the client's goals and expectations.
- Assist in the preparation of bond documents to include Credit Summaries, Offering Memorandum, Closing Memos, Pricing Materials, Credit Presentations and Insurance Applications.
- Research issuer financial information using public and internal resources.
- Research industry and financial market trends, running data queries and analyzing such data.
- Assist in the quantitative and qualitative preparation and presentation of internal credit memos and external publications.
- Develop and maintain complex spreadsheets and databases.
- Work with outside vendors to obtain aerial photos of projects.
- Monitor and track activities of credit rating agencies in target sectors and keep database of relevant or potentially relevant credit reports for future access. Brief bankers on important, relevant, examples and overall trends.
- Perform any other duties and special projects as assigned.
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.
Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.
Top Skills
Land Development Finance
Municipal Bond Analysis
Municipal Underwriting
Real Estate Finance
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