Executive Assistant, Capital Advisory Investment Banking

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.

Job Description

We are looking for a highly motivated Executive Assistant to join our Capital Advisory Banking team in New York. This is an energetic and performance-driven office; the Executive Assistant will have an integral role contributing to effective business operations, employee engagement, and the work environment. This role supports senior bankers managing complex client relationships, active transactions, and significant external stakeholder engagement. Success in this position requires sound judgment, proactive problem solving, and comfort operating with a high degree of autonomy.

• A minimum of 5 years of experience as an Executive Assistant supporting multiple executives required. Experience in financial services a strong plus but not required.
• This role is 100% in-office. Candidates must have the ability to work on site five days per week.
• Experience supporting remote or distributed teams preferred.
• Proven experience supporting multiple senior executives in a high-volume, deadline-driven environment.
• Demonstrated ability to anticipate needs, spot issues before they arise, and execute with precision.
• Time management and organizational expertise, with the ability to prioritize a diverse workload.
• Strong written and verbal communication.
• Desire to build strong interpersonal relationships through collaboration and teamwork.
• Proficiency in MS 365, specifically Outlook, Word, Excel and PowerPoint.
• Comfort managing and maintaining data integrity in CRM systems; experience producing internal reports a plus
• Ability to apply good judgment and appropriately handle sensitive or confidential information and situations.
• Strong discretion and emotional intelligence when navigating sensitive internal dynamics and client-facing situations.
• Ability to work overtime as needed.
• Occasional travel in connection with firm events or conferences

• Act as a trusted point of coordination for senior executives, ensuring priorities are organized and time is allocated effectively
• Manage complex calendars, internal and external meeting logistics, and scheduling conflicts across teams and time zones.
• Coordinate domestic and international travel.
• Own expense management end to end with accuracy, timeliness, and minimal oversight
• Maintain data in CRM system and produce analysis and reports as needed.
• Prepare client invoices and track with accounting.
• Assist with preparing, printing, and binding internal and external presentations.
• Help coordinate internal and client-related events and conferences, including onsite oversight when necessary.
• Identify team-building and volunteer opportunities and coordinate logistics when approved.
• Contribute to a positive and energetic work environment.
• Assist with coverage for other assistants during absences to ensure continuity of support.

• Competitive salary
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution 
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. 

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.

ACKNOWLEDGMENT

Please answer all questions carefully.  By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.

Salary : $46 - $52