Full-Time

Equity Research Associate

June 2025 Start Date

Confirmed live in the last 24 hours

D.A. Davidson

D.A. Davidson

1,001-5,000 employees

Provides wealth management and financial advisory services

Financial Services

Compensation Overview

$70k - $80kAnnually

Entry

Portland, OR, USA

Onsite position in Portland, OR.

Category
Investment Banking
Finance & Banking
Required Skills
Data Analysis
PowerPoint/Keynote/Slides
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
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)

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, helping clients align their portfolios with their financial goals through a research-based approach. D.A. Davidson differentiates itself from competitors by focusing on personalized solutions tailored to a diverse client base, from individual investors to business owners. The company's goal is to build long-term relationships with clients and support them in achieving their financial objectives.

Company Stage

N/A

Total Funding

N/A

Headquarters

Great Falls, Montana

Founded

2014

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Joining D.A. Davidson offers exposure to high-profile deals and strategic partnerships, enhancing professional growth and industry expertise.
  • The firm's expansion into diverse sectors like industrial automation and precious metals provides employees with opportunities to work on varied and impactful projects.
  • D.A. Davidson's commitment to growing its presence in strategic markets, such as Boston, indicates robust growth prospects and potential for career advancement.

What critics are saying

  • The competitive landscape in financial advisory and investment banking requires D.A. Davidson to continuously innovate to maintain its market position.
  • Frequent strategic hires and expansions may lead to integration challenges and potential cultural misalignments within the firm.

What makes D.A. Davidson unique

  • D.A. Davidson's full-service platform integrates Capital Markets, Investment Banking, Institutional Research, Sales and Trading, and Sponsor Coverage, offering a comprehensive suite of services to technology clients.
  • The firm's role as exclusive financial advisor in strategic partnerships and acquisitions, such as with Sammons Warehouse Solutions and A-Mark Precious Metals, highlights its expertise in mid-market and specialized sectors.
  • D.A. Davidson's strategic hires and expansions, particularly in the Diversified Industrials and Technology sectors, demonstrate a focused approach to industry-specific growth.

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