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Investment Banking Summer Analyst, Financial Institutions Group

D.A. Davidson Companies
Irvine, CA Full Time
POSTED ON 12/11/2025 CLOSED ON 2/4/2026

What are the responsibilities and job description for the Investment Banking Summer Analyst, Financial Institutions Group position at D.A. Davidson Companies?

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.

Investment Banking – Summer Analyst

D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Summer Analyst positions working with the firm’s Investment Banking Group. The Investment Banking Internship Program is a 10-week program that will introduce potential candidates to our Investment Banking business and the firm. Interns will work on strategic assignments assisting deal teams with mergers and acquisitions, public offerings, private placements, and other advisory services. A portion of our permanent Analyst positions will be filled from our summer internship program.

Qualifications:

  • Finance, Accounting, Economics, or Business majors with a minimum 3.5 GPA
  • Junior in college.
  • Excellent verbal and written communications skills.
  • Self-motivated, with a strong desire to excel in a challenging field
  • Working knowledge of business software (especially Word, Excel and PowerPoint)
  • General level of financial knowledge and interest (financial modeling, macroeconomics, current events, etc.)
  • Good judgment in confidential situations and ability to exercise discretion when handling confidential information
  • Teamwork skills and strong work ethic
  • Flexibility to work long hours, nights, and weekends, as needed for workflow



In this role you will:

  • Research and provide presentation / research material for pitch books, memorandums, presentations and other projects
  • Develop financial modules to analyze a wide variety of client-specific projects
  • Collaborate with an industry team from peer analysts to managing directors.
  • Work on various projects to support client relations
  • Support business development activities of senior investment bankers
  • Monitor and update contact/deal database as needed for specific deal teams
  • Assist deal teams with other necessary day to day responsibilities



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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Salary : $70,304

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