Experienced Equity Research Associate - Tech Group

D.A. Davidson•Portland, OR

4d•Onsite

About The Position

D.A. Davidson & Co. is seeking an Equity Research Associate for its Portland, OR office. This role involves partnering with Analysts to provide differentiated analysis and insights on publicly traded companies and industry trends to institutional clients. Associates work in small teams, contributing significantly to published research, and developing expertise in financial modeling and proprietary research techniques.

Requirements

Six months to two years experience in Equity Research or similar role
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
Currently hold or be open to obtaining the following licenses: Securities Industry Essentials (SIE), Series 63, Series 86 and Series 87.

Responsibilities

Support Research Analyst(s) in making bold calls and producing actionable research for Davidson’s institutional clients.
Research market and industry trends and company specifics to become an expert in your sector.
Create, maintain, and update data in financial models.
Create tables and graphs that clearly illustrate 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).