Managed Assets Research Associate

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

D.A. Davidson & Co.’s Managed Assets Research Department provides a multitude of services for our firm’s advisors and their clients. The research team is responsible for developing and maintaining recommendations across the mutual fund, ETF and Separately Managed Account (SMA) landscape. Further, this research department is also responsible for managing a wide array of asset allocation portfolios on a discretionary basis for our firm’s advisors and their clients. Communications with our financial advisors are primarily provided through quarterly presentations, model portfolio reports, client portfolio reviews, conference calls, and availability by direct phone or email for engagement with our advisors. 

The primary function of the Research Associate position is to support the overall activities of the Managed Assets Research department. We are looking for an associate with an organic interest in the financial markets and investments, who is motivated by the prospect of playing a vital role in delivering high level of service and quality investment solutions to our advisors and their clients. 

Assist in the continued development of the research team’s communications process and procedures. 

This consists of, but is not limited to:

o Proofreading/editing text, creating supporting charts & tables, and ultimately distributing presentations and reports through different mediums.

o Maintaining and developing investment reports and note templates.

o Maintain and continue to develop the Managed Assets Research intranet site, internal department databases, and other communications. 

o Keeping organized files for our internal and external publications and other department activities, as appropriate.

Competitive salary plus excellent benefits and perks including, but not limited to:  

The potential base pay hiring range for this role is $90,000 – 110,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.

D.A. Davidson has been in business for over 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets.  We hope you will consider joining us! 

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

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.

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