Operations Business Analyst

D.A. Davidson; Great Falls (MT); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) and ESOP contribution

Sick leave

Vacation leave

Holidays

Professional development opportunities

Tuition reimbursement

Insurance discounts

Gift-matching program

Community giving day

Job summary

D.A. Davidson is seeking an Operations Data Analyst in Great Falls, MT to support day-to-day reporting needs for Operations and Wealth Management. You will assist managers by providing visibility into data resources, standard procedures, and defined-scope analyses.

You will compile, cleanse, and validate data to identify basic trends that support informed decisions and help with client mailings and e-delivery activities. Strong communication and data tooling skills are essential.

Qualifications

• Bachelor’s degree or equivalent related experience.
• 3–5 years in stock brokerage operations or a related operations environment.
• Proficiency with Microsoft Office and ability to run basic queries/reports.
• Ability to learn approved AI tools and provide user support.
• Strong verbal and written communication skills.
• Customer service mindset and teamwork.
• Organized and detail-oriented with multiple deadlines.

Responsibilities

• Own standard queries, reports, and data-tool requests from intake to completion.
• Lead data pulls and validation for Wealth Management client lists.
• Manage third-party vendor data requests and project tasks with timelines.
• Maintain standard process documentation and data libraries.
• Coordinate client communications, mailings, and e-delivery per procedures.
• Interpret data fields and guide internal teams on data handling.
• Provide guidance on reporting tools and approved AI tools; escalate complex questions.

Education

Bachelor’s degree or equivalent related experience

3–5 years of stock brokerage operations experience

Proficiency with Microsoft Office (Excel, Access) and basic queries/reports

Ability to learn AI tools and provide user support

Strong written and verbal communication

Customer service mindset and collaboration

Organizational skills and attention to detail

Tools

Microsoft Excel

Microsoft Access

Data tools/reports

Job description

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary/Function:

Supports day-to-day operational reporting and data needs for the Operations and Wealth Management Divisions. Assists managers and business partners by providing visibility into standard procedures, data resources, and defined-scope analyses. Help interpret data files and layouts and communicate appropriate data usage to internal teams and external vendors. Compiles, cleanses, and validates data to identify basic trends that support informed decisions and assists the client communications team with client mailings and e-delivery activities.

Qualifications:

• Working knowledge of standard computer applications and basic troubleshooting.
• Bachelor’s degree or equivalent related experience.
• 3–5 years of experience in stock brokerage operations or a related operations environment.
• Proficiency with Microsoft Office (Excel, Access) and the ability to run basic queries and reports using approved reporting and data tools, as needed.
• Ability to learn approved AI tools and assist with basic user support and training under guidance.
• Sound critical thinking and problem-solving skills; able to escat issues appropriately.
• Strong verbal and written communication skills; able to explain standard processes and basic technical instructions in a professional manner.
• Customer service mindset with the ability to work with internal and external partners.
• Ability to work effectively with varied personalities and across multiple levels of the organization.
• Familiarity with departmental policies, processes, and procedures (or the ability to learn them quickly).
• Strong writing skills, including clear documentation and concise email communication.
• Experience working in a team-oriented, collaborative environment.
• Demonstrated initiative and ability to manage assigned tasks with guidance and follow-up.
• Organized and detail-oriented, with the ability to manage multiple deadlines and priorities.
• Follow established policies and procedures and seek guidance when exceptions arise.
• Maintain client confidentiality and handle sensitive information appropriately.
• Communicate clearly and professionally (verbal and written) to exchange information and support service expectations.
• Work proactively with internal teams and external vendors on assigned requests, escalating as needed.
• Maintain professional working relationships to accomplish assigned responsibilities and objectives.
• Maintain regular, predictable attendance and meet established schedules.

Duties:

Utilize Data to improve Operations Departments

• Own assigned standard queries, reports, and approved data-tool requests from intake through completion, applying basic judgment to validate outputs, resolve routine issues, and escalating exceptions appropriately.
• Lead assigned data pulls and validation activities for Wealth Management client lists, ensuring data accuracy, completeness, and appropriate use for standard communications and mailings.
• Manage assigned third-party vendor data requests and project tasks, coordinating timelines, clarifying requirements, monitoring completion, and escalating risks or non-routine issues to senior staff.
• Maintain ownership of standard process documentation and the approved query, report, and reference-material library, keeping resources current, organized, and usable for Operations stakeholders.
• Coordinate assigned client communication processes, including mailings and e-delivery support, by applying established procedures, confirming required data elements, and resolving routine process questions independently.
• Apply a working understanding of key brokerage data fields, file layouts, and standard data usage to interpret defined-scope requests and guide internal teams on appropriate data handling.
• Provide practical guidance to Operations staff on assigned reporting tools, basic data-analysis practices, and approved AI tools, reinforcing standard processes and escalating complex questions as needed.

What we offer:

Competitive salary plus excellent benefits and perks including, but not limited to:

• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles.
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.

The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

ACKNOWLEDGMENT

Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration foremploymentor, if hired, may result in my termination of my employment at any time during the period of myemployment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.