Equity Research Associate at D.A. Davidson… · Portland

Summary: D.A. Davidson is a financial solutions firm seeking an Equity Research Associate to join their new Industrial Distribution Team. The role involves modeling, note writing, and creating research analyses while developing client communication and participation in the creative process. Responsibilities: - Demonstrated ability to generate ideas: work closely and communicate effectively in a time sensitive environment, ability to balance multiple priorities and meet deadlines, strong organizational skills, client service minded and strong writing skills - Creative thinker with strong problem-solving skills: working with large data sets in Excel/Access, and ability to source and process information independently - Strong communication skills: particularly an ability to write efficiently and concisely - Technical skills: Bloomberg and/or FactSet skills helpful, advanced Excel (macros, pivot tables, conditional formatting, short cuts), and statistics (regression, variance, covariance, and correlations) - Use mastery of Excel functions: shortcuts, developing complex logic formulas, mastery of reference formulas, ability to integrate graphics/data tables, formatting, and basic programming Required Qualifications: - 1-2 years of experience in sell-side research (preferably on Industrials teams), on the buy-side, investment banking, public accounting, consulting, or within the Industrial Distribution industry - Comfortable working 10+ hour workdays and some weekends - Advanced understanding of financial modeling, experience building and maintaining 3-statement models - Excellent written and verbal communication skills - Eager to work in a fast-paced environment both independently and collaboratively - Demonstrated academic ability with a minimum 3.5 GPA Preferred Qualifications: - Experience in equity research, investment banking, public accounting, consulting or in the Industrial Distribution industry - SIE, Series 63, 86 & 87 is preferred, or expected to be completed within the first 90 days of joining - Bachelor's Degree or higher from an accredited college or university, concentration in Finance, Accounting, Math, or Statistics preferred - MBA, CPA, or CFA a plus - Technical skills: Bloomberg and/or FactSet skills helpful, advanced Excel (macros, pivot tables, conditional formatting, short cuts), and statistics (regression, variance, covariance, and correlations) Required Skills: Financial modeling, Excel, Equity research Important Skills: Bloomberg, FactSet, Statistics, SIE certification, Series 63, Series 86, Series 87 Nice-to-Have Skills: Client service mindset, Creative thinking Benefits: Eligible to participate in applicable D.A. Davidson variable compensation programs