Job details

Experienced Research Associate, Financial Institutions Group

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:

1 year or more experience in Equity Research or related industry
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)

$80,000 - $140,000 a year

Our research associates who are Spring 2024 graduates, start out at a salary of $80,000. For those with experience at the junior analyst level, our salary increases to up to $140,000 annually with an up to 25% bonus in addition for both experience levels.

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.

Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.

Average salary estimate

$110000 / YEARLY (est.)

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$80000K

$140000K

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What You Should Know About Experienced Research Associate, Financial Institutions Group, D.A. Davidson

Join D.A. Davidson & Co. as an Experienced Research Associate in our Financial Institutions Group, located in the heart of New York, NY! If you're passionate about financial markets and possess a knack for analysis, this is the perfect opportunity for you. In this role, you’ll partner with our talented Analysts to deliver high-quality, actionable research for our institutional clients. You’ll dive deep into publicly traded companies and industry trends while gaining expertise in financial modeling and proprietary research techniques. Here at D.A. Davidson, we emphasize teamwork in our small groups, giving you a high level of responsibility and the chance to contribute to published research. You’ll need a background in accounting or finance, a Bachelor’s Degree with at least a 3.5 GPA, and a year of relevant experience. Your analytical and organizational skills will be vital as you create and maintain financial models, prepare insightful reports, and communicate findings to key stakeholders. If you’re ready to make bold calls and enhance your skills in a collaborative and intellectually stimulating environment, we can’t wait to meet you! With competitive compensation between $80,000 and $140,000 a year, plus an attractive bonus structure, this position offers an incredible launchpad for your career. Let’s pursue excellence together at D.A. Davidson & Co. Sign up for this journey today!

Frequently Asked Questions (FAQs) for Experienced Research Associate, Financial Institutions Group Role at D.A. Davidson

What are the responsibilities of an Experienced Research Associate at D.A. Davidson & Co.?

As an Experienced Research Associate at D.A. Davidson & Co., your primary responsibilities include supporting Research Analysts by producing actionable research, researching market and industry trends, and maintaining financial models. You'll also prepare reports and statistical data for clients and engage in discussions with Sales & Trading associates.