Paid Wealth Management Research Intern — Seattle

Dadavidson

Seattle (WA)

On-site

USD 6,199,000 - 7,577,000

Full time

8 days ago
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Job summary

D.A. Davidson Companies' Wealth Management Research Internship in Seattle offers hands-on exposure to a dedicated research team, including portfolio analysis, investment due diligence, and market commentary to support our Financial Advisors.

The paid, 9-week internship involves a 25+ hour weekly commitment, collaboration with four Research Analysts and two Research Associates, and preparation for the FINRA SIE exam.

Qualifications

  • Postgraduate or Class of 2027 undergraduates preferred.
  • Strong academic performance and professional drive.
  • Proven analytical, leadership, communication, teamwork and service skills.
  • Authorization to work in the US.
  • Background/reference and credit checks satisfactory.
  • Ability to commit to the duration of the program.

Responsibilities

  • Work with a specialized research team in Wealth Management.
  • Gain exposure to portfolio analysis and investment due diligence.
  • Create market commentary to support Advisors and clients.
  • Assist in analysis and coordination of the Student Investment Program.

Skills

Analytical skills
Leadership
Communication
Teamwork
Service orientation

Education

Postgraduate or 2027 undergraduates preferred

Job description

D.A. Davidson Companies' Wealth Management Research Internship in Seattle offers hands-on exposure to a dedicated research team, including portfolio analysis, investment due diligence, and market commentary to support our Financial Advisors.

The paid, 9-week internship involves a 25+ hour weekly commitment, collaboration with four Research Analysts and two Research Associates, and preparation for the FINRA SIE exam.

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