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D.A. Davidson

Wealth management and financial advisory services

Equity Capital Markets Research Intern

Equity & Credit ResearchConfirmed live in the last 24 hours
InternshipNew York, NY, USA$25 /hrIn-person

About the Job

Requirements

  • A minimum 3.5 GPA and junior standing in college.
  • A major in Accounting, Finance, Business, Economics, or a similar field.
  • Passion for 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 independently.
  • Working knowledge of Microsoft Office, specifically Word, Excel, and PowerPoint.
  • Proficient communication and presentation skills.

Responsibilities

  • Support research associates and analysts in producing actionable research for institutional clients.
  • Research market and industry trends and company specifics to develop expertise in an assigned sector.
  • Create, maintain, and update financial model data, and create tables and graphs that clearly illustrate the information.
  • 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, firm personnel, and the general public regarding individual securities or industry groups.
  • Discuss research findings with Sales & Trading associates and institutional clients, including analysts and portfolio managers at mutual funds and hedge funds.

About the Company

D.A. Davidson

Wealth management and financial advisory services

D.A. Davidson & Co. is a financial services firm that provides personalized wealth management and financial advisory support to individuals, families, and businesses in the United States. Its offerings include investment management, financial planning, and trust services, all delivered through a research-based approach that aims to tailor portfolios to each client’s goals. Revenue comes from advisory and asset management fees as well as commissions on financial products. The firm differentiates itself by combining customized, one-on-one guidance with a broad suite of services that cover investments, planning, and trust administration, serving a diverse client base from individuals to business owners. Its goal is to help clients align their portfolios with their financial objectives, protect and grow their wealth, and achieve long-term financial security through disciplined, evidence-based guidance.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Great Falls, MT
Founded
2014

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