Operations Data Insights Analyst

Make Choteau Home; Great Falls (MT); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical & Vision

401(k) / ESOP

PTO & leave

Paid holidays

Professional development

Tuition reimbursement

Insurance discounts

Gift matching

Community giving day

Job summary

D.A. Davidson Companies is a trusted, employee‑owned firm with a 90‑year history of integrity and service. This role supports the Operations and Wealth Management divisions by delivering standard reporting, validating data, and assisting with client mailings and e-delivery.

You will help interpret data, train staff on tools, and communicate effectively across internal teams and partners. We foster a collaborative, community‑minded culture and offer competitive compensation and comprehensive

Qualifications

• 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 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 upscale 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

Responsibilities

• Own assigned standard queries, reports, and approved data-tool requests from intake through completion, applying basic judgment to validate outputs, resolve routine issues, and upscale 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 mandiate ???
• 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.

Skills

Data analysis

Microsoft Excel

SQL basics

Problem solving

Communication

Team collaboration

Learning AI tools

Education

Bachelor's degree or equivalent

Tools

Microsoft Access

Data tools

Job description

D.A. Davidson Companies is a trusted, employee‑owned firm with a 90‑year history of integrity and service. This role supports the Operations and Wealth Management divisions by delivering standard reporting, validating data, and assisting with client mailings and e-delivery.

You will help interpret data, train staff on tools, and communicate effectively across internal teams and partners. We foster a collaborative, community‑minded culture and offer competitive compensation and comprehensive