Institutional Sales Associate

Summary/Function

D.A Davidson & Co. is seeking a detail-oriented and proactive Institutional Sales Assistant to support our Fixed Income Sales team.

Key Responsibilities

• Provide high-level administrative support to the Fixed Income Sales team
• Manage and coordinate the onboarding process for new institutional accounts, including all required documentation
• Aid in resolving trade discrepancies and identifying potential bond or transaction issues
• Serve as a liaison between Sales, Trading, Compliance, and Operations teams to ensure accurate and timely processing of trades
• Support the Fixed Income Trading and Underwriting Desks with ad-hoc requests, account inquiries, and general administrative needs

Qualifications

• 2+ years of experience in financial services, preferably in a sales support or operations role within Fixed Income Capital Markets
• Maintain or be open to obtaining the Series 7 license within 90 days of employment
• Proficiency in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint)
• Strong organizational skills and attention to detail
• Excellent verbal and written communication skills
• Proven ability to work collaboratively across teams in a professional and fast-paced environment
• Knowledge of fixed income products and/or FINRA SEC compliance requirements is a plus

What We Offer

• 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
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work

Benefits

• Medical
• Dental and Vision
• Company 401(k) and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work

Equal Opportunity Employer

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.