Research Associate – Consumer Group

D.A. Davidson • New York, NY

5d

About The Position

Research associates partner with Analysts to provide differentiated analysis and value-added insight regarding publicly traded companies and industry trends for institutional clients. Associates are part of small teams with a high level of responsibility in contributing to published research. Associates become experts in financial modeling and proprietary research techniques.

Requirements

• Bachelor’s Degree with a minimum 3.5 GPA
• Recent grad or up to 1 year of experience in equity research, investment analysis, or other relevant accounting or finance related work
• Bright, mature, and highly 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, organizational, and problem-solving skills
• Ability to collaborate effectively within a team and work well on a self-directed basis
• Effective communicator with excellent writing and presentation abilities
• Working knowledge of MS Office, specifically Word, Excel, and PowerPoint

Nice To Haves

• CFA a plus
• Securities Industry Essentials Exam, Series 86, 87 and 63 licenses strongly preferred but not required. New hires without these licenses will require successful completion upon hiring.

Responsibilities

• Support Research Analyst(s) in making bold calls and producing 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)

Benefits

• Bonuses are up to 25% of base salary
• Fostering a diverse environment that supports the development and inclusivity of all employees
• Equal opportunity employer
• Reasonable accommodation for individuals with disabilities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level