Jobless Developer
D.A. Davidson logo
D.A. Davidson

Posted 6 days ago

Open

Research Associate – Consumer Group

BostonOn-siteFull-time

AI Summary

Supports Research Analysts by producing actionable equity research, maintaining financial models, and analyzing market trends for institutional clients at D.A. Davidson.

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.

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.

Qualifications:

  • Bachelor’s Degree with a minimum 3.5 GPA; CFA a plus
  • 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
  • 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.
  • 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

    • Duties:

  • 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
    • Gain experience necessary to:
  • 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)

    • Skills

    CFAEquity ResearchExcelFinancial ModelingMicrosoft OfficePowerPointSecurities Industry Essentials ExamSeries 63Series 86Series 87Word

    Explore related jobs

    More jobs at D.A. Davidson

    Similar CFA jobs

    Jobs in Boston

    Browse these categories

    Excel JobsFinancial Modeling JobsMicrosoft Office JobsPowerPoint JobsWord Jobs

    Market data for this role

    All reports →