Teams at D.A. Davidson Companies

Provides professional client service and account support in a financial services branch. Responsibilities include managing client requests, maintaining account documentation, processing transactions and fund transfers, supporting financial planning, coordinating communications and events, resolving account issues, and following regulatory and compliance procedures.

Administers and supports HR technology platforms, including Workday and related systems. Develops reports, dashboards, and analytics; manages data loads, integrations, testing, system configurations, governance, documentation, and process improvements. Collaborates with IT, payroll, finance, vendors, and Human Capital stakeholders to maintain data integrity, improve efficiency, support HR business cycles, and protect sensitive employee information.

Ten-week equity research internship supporting research associates and analysts. Responsibilities include researching companies, industries, and market trends; building and updating financial models; creating tables, graphs, reports, and statistical analyses; forming securities opinions; and communicating findings to sales and trading teams and institutional clients.