Key Responsibilities:
- Collaborate daily with senior institutional sales representatives to support client engagement and business development efforts.
- Draft and distribute morning market notes and relevant research to clients.
- Manage and track client communications, including logging interactions in a CRM system.
- Coordinate and attend meetings with research analysts, management teams, and institutional clients.
- Work closely with D.A. Davidson’s research analysts and trading desk to fulfill client requests and provide timely market insights.
- Assist in the distribution of financial models & research reports
- Participate in daily and weekly sales and trading meetings to stay informed on market trends and firm initiatives.
- Generate ideas and provide strategic thinking to enhance client service and drive revenue.
- Entertain clients and represent the firm at industry events and meetings.
- Adapt to a dynamic workflow with evolving priorities and responsibilities.
Qualifications:
- Bachelor’s degree, ideally with a concentration in Finance, Accounting, Economics.
- 1–2 years of experience in finance or a related industry is a plus, but not required.
- Strong verbal and written communication skills.
- Self-starter with a high degree of initiative and integrity.
- Proficient in Microsoft Office Suite, especially Excel, Word, and PowerPoint.
- Solid understanding of financial concepts, macroeconomics, and current market events.
- Demonstrated ability to thrive in a collaborative, team-oriented environment.
- Strong work ethic, attention to detail, and a passion for financial markets.
- Flexible and adaptable to changing tasks and priorities.
- Intellectually curious with a desire to learn and grow within the organization.
- Personable and engaging, with the ability to build strong relationships internally and externally.
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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.
