Qualifications:
- Bachelor’s Degree with a minimum 3.5 GPA
- Background in accounting and finance strongly preferred
- Bright, mature, and motivated with the desire to excel and ability to adapt in an intellectually challenging environment
- Passionate about capital markets and a desire to become highly skilled in equity research
- Strong analytical and organizational skills
- Ability to collaborate effectively within a team and work well on a self-directed basis
- Working knowledge of MS Office, specifically Word, Excel, and PowerPoint
- Proficient communication and presentation skills
- Currently hold or be open to obtaining the following licenses: Securities Industry Essentials (SIE), Series 63, Series 86 and Series 87.
Duties:
- Support Research Analyst(s) in:
- o Making bold calls and produce actionable research for Davidson’s institutional clients
- o Researching market and industry trends and company specifics to become an expert in your sector
- o Creating, maintaining, and updating data in financial models, and creating tables and graphs that clearly illustrate the information
- Gain experience necessary to:
- o Formulate and issue opinions and recommendations on securities and companies in one or more industry groups
- o Prepare reports and statistical data for dissemination to firm clients and the investing public
- o Answer inquiries from customers, personnel of the firm, and the general public regarding individual securities or industry groups
- o Discuss research findings with Sales & Trading associates and institutional clients (e.g., analysts and portfolio managers at top mutual funds and hedge funds)
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What We Do
At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S.
Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe in doing what is right for our clients and are empowered to deliver high-impact solutions.
We are with our clients every step of the way—leveraging our nationally-recognized research, capital markets and investment banking expertise, and a robust network of financial advisors. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities.
