Qualifications:
- Accounting, Finance, Business, Economics, or similar majors with a minimum 3.5 GPA
- Junior in College
- 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
Duties - Support Research Associates and Analyst(s) in:
- Making bold calls and produce actionable research for Davidson’s institutional clients
- Researching market and industry trends and company specifics to become an expert in your assigned sector
- Creating, maintaining, and updating data in financial models, and creating tables and graphs that clearly illustrate the information
In this internship, you will gain experience necessary to:
- Formulate and issue opinions and recommendations on securities and companies in one or more industry groups
- Prepare reports and statistical data for dissemination to firm clients and the investing public
- Answer inquiries from customers, personnel of the firm, and the general public regarding individual securities or industry groups
- Discuss research findings with Sales & Trading associates and institutional clients, such as analysts and portfolio managers at top mutual funds and hedge funds
Top Skills
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.
