Asset Research Associate: Market Insights & Client Support

D.A. Davidson Companies; Seattle (WA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical, Dental and Vision

401(k) and ESOP contribution

Generous sick and vacation leave

Tuition Reimbursement

Charitable gift-matching program

Job summary

A leading financial services firm in Seattle is seeking a Research Associate to support the Managed Assets Research department. The ideal candidate will have a Bachelor's degree in economics or business, 2+ years in financial services, and strong communication skills. Responsibilities include providing research support, maintaining investment reports, and responding to financial advisors' requests. The compensation range is $90,000 – $110,000 annually, with excellent benefits and professional development opportunities.

Qualifications

• 2+ years of experience in the financial services industry, preferably with financial advisors.
• Willingness to obtain Series 7 & 65/66.
• Driven professional who can work independently and as part of a team.

Responsibilities

• Provide research and marketing support to the department’s director.
• Assist in developing the research team’s communication processes.
• Proofread/edit text and create supporting charts and tables.
• Maintain investment reports and templates.
• Respond to ad hoc research requests from financial advisors.

Skills

Strong writing skills

Communication skills

Organization skills

Proficiency in Microsoft Office

Education

Bachelor’s degree in economics, business, marketing or related field

Progress toward CFA or CAIA charter

Tools

Microsoft Excel

Microsoft PowerPoint

Adobe Acrobat

Morningstar Direct

Job description

A leading financial services firm in Seattle is seeking a Research Associate to support the Managed Assets Research department. The ideal candidate will have a Bachelor's degree in economics or business, 2+ years in financial services, and strong communication skills. Responsibilities include providing research support, maintaining investment reports, and responding to financial advisors' requests. The compensation range is $90,000 – $110,000 annually, with excellent benefits and professional development opportunities.