D.A. Davidson

D.A. Davidson

Managed Assets Research Associate

Seattle, WA · Director

Sponsorship not specified$90k-$110kDetected 298 days ago
ExcelResearchCommunicationPublic SpeakingMicrosoft Office

About the role

  • D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years.
  • Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values.
  • You can learn more about our company culture and impact in our latest annual report.

Responsibilities

  • We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better.
  • The research team is responsible for developing and maintaining recommendations across the mutual fund, ETF and Separately Managed Account (SMA) landscape.
  • The primary function of the Research Associate position is to support the overall activities of the Managed Assets Research department.
  • At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

Requirements

  • Proficiency in Microsoft Office applications, especially Excel, Word and PowerPoint. Experience with Adobe Acrobat, and/or Morningstar Direct a significant plus.
  • Articulate, confident, driven professional with the ability to work well independently, and as part of a cohesive team in a fast-paced environment. Duties:
  • Provide research and marketing support, as needed, to the department's director and broader team.
  • Assist in the continued development of the research team's communications process and procedures. This consists of, but is not limited to: o Proofreading/editing text, creating supporting charts & tables, and ultimately distributing presentations and reports through different mediums. o Maintaining and developing investment reports and note templates. o Maintain and continue to develop the Managed Assets Research intranet site, internal department databases, and other communications. o Keeping organized files for our internal and external publications and other department activities, as appropriate.
  • Assist the research team in client portfolio reviews and proposals. Recommendations in these reviews and proposals often utilize the team's asset allocation portfolios and selections from our Supervised and Approved Research lists for Mutual Funds, ETF's and SMA's.

Nice to have

  • Bachelor's degree in economics, business, marketing or related field required.
  • Series 7 & 65/66, or willingness to obtain.
  • Progress toward, or desire to pursue, the CFA or CAIA charter designation also viewed positively.
  • 2+ years of experience in the financial services industry, preferably in an environment of working with financial advisors.
  • Strong writing and proofreading skills.
  • Proficiency in Microsoft Office applications, especially Excel, Word and PowerPoint.
  • Experience with Adobe Acrobat, and/or Morningstar Direct a significant plus.
  • Strong communication skills, written and verbal, with excellent organizational skills.

Skills

  • Respond to frequent ad hoc research requests from financial advisors, typically by phone and/or email.

Compensation

  • You can learn more about our company culture and impact in our latest annual report.
  • The potential base pay hiring range for this role is $90,000 - 110,000 annually.

Benefits

  • Competitive salary plus excellent benefits and perks including, but not limited to:
  • Medical, Dental and Vision
  • Company 401(k)and ESOP contribution
  • Generous sick, vacation, and maternity/parental leave
  • Tuition Reimbursement ($15,000 lifetime cap)
  • 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.

Company info

  • We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other.
  • We are looking for an associate with an organic interest in the financial markets and investments, who is motivated by the prospect of playing a vital role in delivering high level of service and quality investment solutions to our advisors and their clients.

Equal opportunity

  • We are an equal opportunity employer and value diversity at our company.
  • Please contact us to request accommodation.
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