The Role
Supports equity research analysts by researching companies, industries, and market trends; maintaining financial models; preparing tables, graphs, reports, and statistical data; and communicating research findings to sales, trading teams, and institutional clients. The role develops expertise in equity research, securities analysis, capital markets, and investment recommendations.
Summary Generated by Built In
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.
Research associates partner with Analysts to provide differentiated analysis and value-added insight regarding publicly traded companies and industry trends for institutional clients. Associates are part of small teams with a high level of responsibility in contributing to published research. Associates become experts in financial modeling and proprietary research techniques.
Qualifications:
- Bachelor’s Degree with a minimum 3.5 GPA; CFA a plus
- Recent grad or up to 1 year of experience in equity research, investment analysis, or other relevant accounting or finance related work
- Bright, mature, and highly 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
- Securities Industry Essentials Exam, Series 86, 87 and 63 licenses strongly preferred but not required. New hires without these licenses will require successful completion upon hiring.
- Strong analytical, organizational, and problem-solving skills
- Ability to collaborate effectively within a team and work well on a self-directed basis
- Effective communicator with excellent writing and presentation abilities.
- Working knowledge of MS Office, specifically Word, Excel, and PowerPoint
Duties:
- Support Research Analyst(s) in:
- Making bold calls and producing actionable research for Davidson’s institutional clients
- Researching market and industry trends and company specifics to become an expert in your sector
- Creating, maintaining, and updating data in financial models, and creating tables and graphs that clearly illustrate the information
- 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
- (e.g., analysts and portfolio managers at top mutual funds and hedge funds)
Gain experience necessary to:
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.
Skills Required
- Bachelor's degree with a minimum 3.5 GPA
- Recent graduate or up to 1 year of experience in equity research, investment analysis, accounting, finance, or a related field
- Strong analytical, organizational, and problem-solving skills
- Ability to collaborate effectively and work independently
- Effective communication, writing, and presentation skills
- Working knowledge of Microsoft Word, Excel, and PowerPoint
- Securities Industry Essentials, Series 86, 87, and 63 licenses
- CFA certification
D.A. Davidson Companies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about D.A. Davidson Companies and has not been reviewed or approved by D.A. Davidson Companies.
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Equity Value & Accessibility — Employee ownership through an ESOP is positioned as a core part of total rewards, complementing cash compensation. Ownership is framed as adding long‑term value alongside other benefits.
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Retirement Support — 401(k) options and company contributions via profit‑sharing are highlighted as part of the package. Early eligibility and combined ESOP/401(k) design can materially boost long‑term retirement savings when the firm performs well.
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Parental & Family Support — Paid parental, adoption, and surrogacy leave are explicitly offered. Broader paid time off and holidays are emphasized in role materials.
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The Company
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.
