Investment Banking Vice President, Consumer Team

D.A. DavidsonIrvine, CA
23h$225,000 - $225,000

About The Position

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.

Requirements

  • 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

Nice To Haves

  • MBA preferred
  • Possession of Series 79 (Series 7 may be applicable) and 63 licenses preferred but not required.

Responsibilities

  • 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
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