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Posted 3 months ago

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Institutional Equities – Long Only Sales Trader

New York, NYOn-site

AI Summary

Experienced Long Only Sales Trader covering institutional equity accounts and potentially hedge funds, maintaining client relationships, executing trades, and delivering market insights.

About this role

D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.

Institutional Equities – Long Only Sales Trader

D.A. Davidson, a leading full-service financial services firm with operations nationwide (across 32 states), is accepting applications for experienced Long Only sales traders within the firm's Institutional Equities Group. The person in this role will cover primarily Long Only accounts but there is potential to cover Hedge Fund accounts as well.

Background on D.A. Davidson.

At D.A. Davidson, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company specializing in wealth management, financial planning, equity & fixed income capital markets, investment banking, award- winning research, CD underwriting, public finance and more.

Within the Equity Capital Markets division, we seek motivated individuals who will embrace the cultural imperatives for the group: high performance; team alignment; competitive urgency; and honesty and integrity.

Qualifications:

  • 10-20+ years of institutional equity sales trading experience preferred
  • Established client franchise
  • Strong industry reputation and integrity
  • Proven relationship management
  • Bachelor’s degree required
  • Excellent verbal and written communications skills
  • Team approach, including sharing ideas
  • Intellectually curious
  • Fun/engaging personality.

Duties:

  • Maintain senior client relationships
  • Execute trades and provide insights
  • Deliver differentiated ideas
  • Represent the firm externally
  • Ensure compliance and reporting accuracy
  • Why D.A. Davidson:

  • Strong Institutional Equities momentum with consistent growth in trading and check activity
  • Independent firm founded in 1935 with long-term stability and entrepreneurial culture
  • Financial Advisory division (~$90B AUM) providing scale and stability
  • Highly active Fixed Income business with strong deal flow
  • Differentiated, proprietary research platform considered a core strength
  • Innovative product offerings, including special situations and thematic strategies
  • Meaningful growth trajectory with long-term wealth creation potential
  • Collaborative, high-integrity culture with strong emphasis on personality and fit
  • Skills

    Client Relationship ManagementCompliance ReportingEquity Sales TradingInstitutional Equity SalesMarket InsightsProprietary Research PlatformsRelationship ManagementTrade Execution

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