D.A. Davidson
Portfolio Administrator/Trader
Richmond, VA
Sponsorship not specifiedDetected 182 days ago
Business DevelopmentExcelResearchCommunicationMicrosoft 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.
- Perform post-trade compliance checks to ensure accuracy of data and compliance with portfolio rules
- Drive initiatives to enhance efficiency and optimize workflows; proactively seek ways to improve the team's processes
- Perform any other duties and special projects as necessary Adhere to all the firm's Code of Ethics and Policies and Procedures, as well as its
Nice to have
- High proficiency in Microsoft Office is required
- advanced Excel capabilities are preferred.
- Bachelor's degree in finance, business or a related field
- Ability to work independently, think through complex problems, and provide thoughtful, solutions-oriented responses
- Self-starter with excellent organizational and communication skills, with the ability to multitask in a fast-paced environment effectively
- Detail-oriented with an ownership mentality towards the quality of your work
- Collaborative mindset with a commitment to contributing to team success.
- research/resolve discrepancies to ensure timely trade settlement
Compensation
- You can learn more about our company culture and impact in our latest annual report.
Benefits
- Medical, Dental and Vision
- Company 401(k)and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Tuition Reimbursement ($15,000 lifetime cap)
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.
Apply directly at D.A. Davidson →Create a free account for alerts like thisView D.A. Davidson immigration profile
This listing is sourced directly from D.A. Davidson's careers page and normalized into a canonical job model.