Full-Time

Research Associate

Posted on 4/18/2024

D.A. Davidson

D.A. Davidson

Investment banking for lower middle market firms

Consulting
Financial Services

Junior, Mid

Portland, OR, USA

Required Skills
Communications
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s Degree with a minimum 3.5 GPA
  • Background in accounting and finance strongly preferred
  • 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
Responsibilities
  • Support Research Analyst(s) in:
  • Making bold calls and produce actionable research for Davidson’s institutional clients
  • Researching market and industry trends and company specifics to become an expert in your sector
  • 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
  • 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)

Davidson Capital Advisors excels as a place to work due to its dedication to aligning the interests of customers, company, and shareholders through the use of servant leadership principles. As a financial advisory firm specializing in investment banking for lower middle market companies, it emphasizes strategic planning to drive capital strategy, ensuring a cohesive and principled approach to financial consulting. This emphasis on ethical leadership and strategic alignment makes it an outstanding environment for professionals seeking to impact the financial landscape effectively and positively.

Company Stage

N/A

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

2014

Growth & Insights
Headcount

6 month growth

NaN%

1 year growth

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2 year growth

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