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
• 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

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)