Equity Research Associate
Portland, Oregon, United States of America
Full Time
2 days ago
Key skills
CommunicationSales
About this role
D.A. Davidson & Co. - the Strength of AdviceOur 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.
Equity Research Associate:
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. Please contact us to request accommodation.
ACKNOWLEDGMENTPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.
Equity Research Associate:
D. A. Davidson is seeking an Associate to join a new Industrial Distribution Team and assist in all facets of the franchise, including modeling, note writing, and helping create differentiated research analyses. As the associate develops, responsibilities will expand to include communicating with clients and sales/traders, as well as participating in the creative process. The role requires accuracy, attention to detail and a great deal of common sense. Strong writing, modeling, Excel, and PowerPoint skills are required. Experience in equity research, investment banking, public accounting, consulting or in the Industrial Distribution industry is preferred.
Responsibilities & Professional Experience:
- Demonstrated ability to generate ideas: work closely and communicate effectively in a time sensitive environment, ability to balance multiple priorities and meet deadlines, strong organizational skills, client service minded and strong writing skills
- Creative thinker with strong problem-solving skills: working with large data sets in Excel/Access, and ability to source and process information independently
- Strong communication skills: particularly an ability to write efficiently and concisely
- Technical skills: Bloomberg and/or FactSet skills helpful, advanced Excel (macros, pivot tables, conditional formatting, short cuts), and statistics (regression, variance, covariance, and correlations)
- Use mastery of Excel functions: shortcuts, developing complex logic formulas, mastery of reference formulas, ability to integrate graphics/data tables, formatting, and basic programming
Requirements:
- 1-2 years of experience in sell-side research (preferably on Industrials teams), on the buy-side, investment banking, public accounting, consulting, or within the Industrial Distribution industry is preferred
- Comfortable working 10+ hour workdays and some weekends
- Advanced understanding of financial modeling, experience building and maintaining 3-statement models
- SIE, Series 63, 86 & 87 is preferred, or expected to be completed within the first 90 days of joining
- Excellent written and verbal communication skills
- Eager to work in a fast-paced environment both independently and collaboratively
- Bachelor's Degree or higher form an accredited college or university, concentration in Finance, Accounting, Math, or Statistics preferred
- MBA, CPA, or CFA a plus
- Demonstrated academic ability with a minimum 3.5 GPA
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. Please contact us to request accommodation.
ACKNOWLEDGMENTPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.