Equity Research Associate | June 2026 Start at D.A. Davidson

Portland, Oregon, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Bachelor’s Degree with a minimum 3.5 GPA
Background in accounting and finance strongly preferred
Bright, mature, and 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
Strong analytical and organizational skills
Ability to collaborate effectively within a team and work well on a self-directed basis
Working knowledge of MS Office, specifically Word, Excel, and PowerPoint
Proficient communication and presentation skills
Currently hold or be open to obtaining the following licenses: Securities Industry Essentials (SIE), Series 63, Series 86 and Series 87

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 create 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
Prepare reports and statistical data for dissemination to firm clients and the investing public
Answer inquiries from customers, personnel of the firm, 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)

Skills

Excel

Financial Modeling

PowerPoint

Word

Equity Research

Accounting

Finance

SIE

Series 63

Series 86

Series 87

D.A. Davidson

Provides wealth management and financial advisory services

About D.A. Davidson

D.A. Davidson & Co. provides personalized wealth management and financial advisory services to individuals, families, and businesses primarily in the United States. The firm offers a variety of services, including investment management, financial planning, and trust services, aimed at helping clients align their portfolios with their financial goals. D.A. Davidson employs a research-based approach to tailor solutions for a diverse client base, which includes individual investors and business owners. Unlike many competitors, D.A. Davidson has a long history dating back to 1935 and has grown through strategic acquisitions and organic growth, establishing a reputation as a trusted name in the financial services industry. The company's goal is to deliver personalized financial solutions that meet the unique needs of each client.

Great Falls, MontanaHeadquarters

2014Year Founded

VENTURE_UNKNOWNCompany Stage

Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Paid Vacation

Paid Sick Leave

Paid Holidays

Professional Development Budget

Tuition Reimbursement

Employee Discounts

Company Social Events

Risks

Competition in AI-driven financial services could challenge D.A. Davidson's market position.

Rapid AI technology evolution may outpace D.A. Davidson's current capabilities.

Resource diversion to Diversified Industrials may affect overall service quality.

Differentiation

D.A. Davidson offers personalized wealth management and financial advisory services in the U.S.

The firm has a strong focus on small to middle-market companies across various sectors.

D.A. Davidson's research-based approach aligns client portfolios with financial goals.

Upsides

The rise of digital wealth management platforms enhances personalized investment advice delivery.

Growth in middle-market private equity presents opportunities for D.A. Davidson's advisory services.

Increased focus on sustainable finance aligns with D.A. Davidson's advisory offerings.

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