Equity Research Associate: Shape Market Insights

D.A. Davidson; New York (NY); On-site; USD 80,000 - 90,000; Full time

Job summary

D.A. Davidson & Co. invites applications for a Research Associate to support Research Analysts in producing actionable equity research for institutional clients.

You will build, maintain, and present financial models and analyze market trends to become an expert in your sector. The role requires a Bachelor's degree with a minimum 3.5 GPA; CFA a plus. Licenses (SIE, Series 86, 87, 63) are strongly preferred but not required and must be completed after hire.

Qualifications

• Bachelor's degree with a minimum 3.5 GPA; CFA is a plus.
• Recent grads or up to 1 year of relevant equity research or finance work
• Strong written and oral communication with ability to present clearly
• Proficiency in MS Office; ability to build and update financial models
• Licensing or commitment to obtain SIE/Series 86/87/63 is preferred

Responsibilities

• Support Research Analysts in producing actionable equity research.
• Research market/industry trends to develop sector expertise.
• Create, maintain, and update financial models and related data visuals.

Skills

Analytical skills

Writing and editing

Presentation skills

Team collaboration

MS Office proficiency

Education

Bachelor’s Degree, GPA 3.5+

CFA a plus

Securities licenses preferred (SIE/Series 86/87/63)

Tools

MS Office (Word, Excel, PowerPoint)

Job description

D.A. Davidson & Co. invites applications for a Research Associate to support Research Analysts in producing actionable equity research for institutional clients.

You will build, maintain, and present financial models and analyze market trends to become an expert in your sector. The role requires a Bachelor's degree with a minimum 3.5 GPA; CFA a plus. Licenses (SIE, Series 86, 87, 63) are strongly preferred but not required and must be completed after hire.