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Equity Research Associate - Tech and… at D.A. Davidson · New York…

Entry LevelOn-siteFull-timeNew York City, NY$70k–$90k/yr

Skills

ms officeexcelpowerpointfinancial modeling

Job Description

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.

D.A. Davidson is accepting applications for an Equity Research Associate position in it's Portland, OR or New York offices. 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.

The potential base pay for this role is $70,000 per year for the Portland office or $80,000 for the New York office. This increases to $80,000 or $90,000 per year, based on location, once the person hired becomes fully licensed with the licenses mentioned above. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.

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

Currently hold or be open to obtaining the following licenses: Securities Industry Essentials (SIE), Series 63, Series 86 and Series 87.

Duties:

Support Research Analyst(s) in:

Making bold calls and produce 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

Gain experience necessary to:

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)

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.