Research Analyst
YipitDataSalary not specified
Full Time
Mid-level (3 to 4 years)
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Wealth ManagementIndustries
Requirements
- Bachelor’s degree in economics, business, marketing or related field
- Series 7 & 65/66, or willingness to obtain
- Progress toward, or desire to pursue, the CFA or CAIA charter designation (viewed positively)
- 2+ years of experience in the financial services industry, preferably working with financial advisors
- Strong writing and proofreading skills
- Proficiency in Microsoft Office applications, especially Excel, Word and PowerPoint (experience with Adobe Acrobat and/or Morningstar Direct a significant plus)
- Strong communication skills, written and verbal, with excellent organizational skills
- Articulate, confident, driven professional with the ability to work well independently and as part of a cohesive team in a fast-paced environment
- Organic interest in the financial markets and investments
Responsibilities
- Provide research and marketing support to the department’s director and broader team
- Assist in the continued development of the research team’s communications process and procedures, including:
- Proofreading/editing text, creating supporting charts & tables, and distributing presentations and reports
- Maintaining and developing investment reports and note templates
- Maintaining and developing the Managed Assets Research intranet site, internal department databases, and other communications
- Keeping organized files for internal and external publications and other department activities
- Respond to frequent ad hoc research requests from financial advisors, typically by phone and/or email
- Assist the research team in client portfolio reviews and proposals, utilizing asset allocation portfolios and selections from Supervised and Approved Research lists for Mutual Funds, ETFs and SMAs
Skills
Mutual Funds
ETFs
Separately Managed Accounts
Asset Allocation
Portfolio Management
Investment Research
Series 7
Series 65
Series 66
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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