Research Associate – Consumer Group

About the role

D.A. Davidson & Co. - the Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving 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 are part of small teams with a high level of responsibility in contributing to published research. Associates become 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
• Support Research Analyst(s) in researching market and industry trends and company specifics to become an expert in your sector
• Support Research Analyst(s) in creating, maintaining, and updating data in financial models, and creating tables and graphs that clearly illustrate the information
• Gain experience necessary to formulate and issue opinions and recommendations on securities and companies in one or more industry groups
• Gain experience necessary to prepare reports and statistical data for dissemination to firm clients and the investing public
• Gain experience necessary to answer inquiries from customers, personnel of the firm, and the general public regarding individual securities or industry groups
• Gain experience necessary to 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 grad 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 will require successful completion 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.