About the job
D. A. Davidson Companies is a distinguished, employee-owned firm with a legacy of excellence spanning 90 years. We pride ourselves on our unwavering commitment to integrity and ethics, ensuring exceptional service for our clients and our team. Our workplace fosters a collaborative, transparent, and supportive culture, promoting open communication and meaningful engagement that enhance our organization and individual growth. We are equally dedicated to enriching our local communities, with philanthropy as one of our core principles. Discover more about our cultural values and community impact in our latest annual report.
Position Summary:
The Managed Assets Research Department at D. A. Davidson & Co. offers comprehensive services tailored to our advisors and their clients. The research team plays a pivotal role in developing and sustaining recommendations across mutual funds, ETFs, and Separately Managed Accounts (SMAs). Additionally, this department manages a diverse range of asset allocation portfolios on a discretionary basis, collaborating closely with our advisors through quarterly presentations, model portfolio reports, client portfolio reviews, and ongoing communications via calls and emails.
The Research Associate will be integral to supporting the Managed Assets Research Department's initiatives. We seek a candidate with a genuine passion for financial markets and investments, eager to contribute to delivering high-quality investment solutions and exceptional service to our advisors and their clients.
