Research Associate – Consumer Group

About the role

D.A. Davidson & Co. delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. The firm provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients seeking to achieve their strategic financial goals.

Research associates partner with Analysts to provide differentiated analysis and value‑added insight regarding publicly traded companies and industry trends for institutional clients. Associates work in small teams with a high level of responsibility, contributing to published research while becoming experts in financial modeling and proprietary research techniques.

Responsibilities

• Support Research Analyst(s) in making bold calls and producing actionable research for Davidson’s institutional clients.
• Research market and industry trends and company specifics to become an expert in your sector.
• Create, maintain, and update data in financial models, and produce tables and graphs that clearly illustrate the information.
• Formulate and issue opinions and recommendations on securities and companies in one or more industry groups.
• Prepare reports and statistical data for dissemination to firm clients and the investing public.
• Answer inquiries from customers, firm personnel, and the general public regarding individual securities or industry groups.
• Discuss research findings with Sales & Trading associates and institutional clients (e.g., analysts and portfolio managers at top mutual funds and hedge funds).

Qualifications

• Bachelor’s Degree with a minimum 3.5 GPA; CFA a plus.
• Recent graduate or up to 1 year of experience in equity research, investment analysis, or other relevant accounting or finance‑related work.
• Bright, mature, and highly motivated with the desire to excel and ability to adapt in an intellectually challenging environment.
• Passionate about capital markets and a desire to become highly skilled in equity research.
• Securities Industry Essentials Exam, Series 86, 87 and 63 licenses strongly preferred but not required; new hires without these licenses must successfully complete them upon hiring.

Skills

• Strong analytical, organizational, and problem‑solving skills.
• Ability to collaborate effectively within a team and work well on a self‑directed basis.
• Effective communicator with excellent writing and presentation abilities.
• Working knowledge of MS Office, specifically Word, Excel, and PowerPoint.

Pay

Experience determines base salary. Bonuses are up to 25% of base salary.