Managed Assets Research Associate: Growth & Market Insights

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

Benefits offered by this job

Medical, Dental and Vision

Company 401(k) and ESOP contribution

Generous sick, vacation, and parental leave

Tuition Reimbursement

Charitable gift-matching program

Davidson Day of Giving

Job summary

A 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, strong writing skills, and 2+ years in financial services. Responsibilities include research support, communication development, and ad hoc requests for financial advisors. This role offers a competitive salary and comprehensive benefits including health, retirement contributions, and professional development opportunities.

Qualifications

• 2+ years of experience in the financial services industry, preferably working with financial advisors.
• Willingness to obtain Series 7 & 65/66 licenses.
• Progress toward, or desire to pursue, CFA or CAIA charter designation viewed positively.

Responsibilities

• Provide research and marketing support to the department’s director and team.
• Assist in the development of communications processes and procedures.
• Respond to research requests from financial advisors.

Skills

Strong writing and proofreading skills

Proficiency in Microsoft Office applications

Strong communication skills

Education

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

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Adobe Acrobat

Morningstar Direct

Job description

A 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, strong writing skills, and 2+ years in financial services. Responsibilities include research support, communication development, and ad hoc requests for financial advisors. This role offers a competitive salary and comprehensive benefits including health, retirement contributions, and professional development opportunities.