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D.A. Davidson Companies Logo

Equity Research Associate

D.A. Davidson Companies

Salary not specified
Aug 21, 2025
Portland, OR, US
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D.A. Davidson & Co. is looking to hire an Equity Research Associate to partner with Analysts in providing differentiated analysis and value-added insight regarding publicly traded companies and industry trends for institutional clients.

Requirements

  • Background in accounting and finance strongly preferred
  • Working knowledge of MS Office, specifically Word, Excel, and PowerPoint
  • Currently hold or be open to obtaining the following licenses: Securities Industry Essentials (SIE), Series 63, Series 86 and Series 87.

Responsibilities

  • 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
  • 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)

Other

  • Bachelor’s Degree with a minimum 3.5 GPA
  • 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
  • Proficient communication and presentation skills