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2027 Wealth Management Research Internship Program

D.A. Davidson Companies · Seattle, WA · 4 wk ago
On-siteFinanceFull-time

About the role

D.A. Davidson Companies is an independent, employee‑owned firm with a 90‑year history, committed to integrity, ethics, outstanding service, and a supportive, open culture that encourages candid communication and community engagement. The Wealth Management Research Summer Internship is a track of the traditional Wealth Management Intern Program, based in the Wealth Management headquarters in downtown Seattle, WA. Interns work directly with a team of four Research Analysts and two Research Associates who provide proprietary research and insights to the firm’s Financial Advisors, maintaining three primary Separately Managed Account (SMA) portfolios and an Equity Research coverage universe of about 55 stocks. Interns gain exposure to portfolio analysis, investment due diligence, and market commentary creation, assist in the analysis and coordination of the D.A. Davidson Student Investment Program (which funds accounts at 21 universities), and provide analytical support for ad‑hoc projects.

Responsibilities

  • Gain exposure to portfolio analysis, investment due diligence, and creation of market commentary that supports Advisors and clients.
  • Assist in the analysis and coordination of the D.A. Davidson Student Investment Program, which provides funded accounts to 21 universities.
  • Provide analytical support and contribute to various ad‑hoc projects.

Requirements

  • Postgraduate and Class of 2027 Undergraduates preferred.
  • Strong academic performance and professional drive.
  • Proven analytical, leadership, communication, teamwork, and service skills.
  • Authorization to work in the United States.
  • Satisfactory results of background, reference, and credit checks.
  • Ability to commit to the full duration of the program.

Benefits

  • Paid 9‑week internship.
  • Minimum 25 hours per week.
  • Immersive Intern Week with Executive and Senior Leadership from all areas of the firm.
  • Opportunity to study for and sit for the FINRA Securities Industry Essentials (SIE) exam.

Schedule

Program dates: June 14 – August 13, 2027; application window: September 21 – October 23, 2026; interviews: October/November 2026; offers: by December 31, 2026.

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