Portfolio Trade & Operations Specialist

Make Choteau Home; Great Falls (MT); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, Dental and Vision

401(k) and ESOP contribution

Generous leave policies

Professional Development Opportunities

Tuition Reimbursement

Charitable gift-matching program

Job summary

D.A. Davidson Companies is seeking a skilled individual to join the Davidson Investment Advisors team for executing trades in fixed income and equity portfolios. The ideal candidate will have a Bachelor’s degree in finance or business and 2+ years of relevant trading experience.

We offer a competitive salary and benefits, including medical, dental, vision, 401(k) contributions, and professional development opportunities. D.A. Davidson values creating an inclusive environment for all employees, ensuring equal opportunity in all employment practices.

Qualifications

• 2+ years of experience in equity and/or fixed income trading.
• Ability to work independently and think through complex problems.
• Self-starter with excellent organizational and communication skills.

Responsibilities

• Execute trades for fixed income and equity portfolios.
• Maintain and update portfolios within portfolio accounting system.
• Drive initiatives to enhance efficiency and optimize workflows.

Skills

Equity and fixed income trading

Microsoft Office proficiency

Organizational skills

Communication skills

Detail-oriented

Problem-solving

Education

Bachelor’s degree in finance or business

Job description

D.A. Davidson Companies is seeking a skilled individual to join the Davidson Investment Advisors team for executing trades in fixed income and equity portfolios. The ideal candidate will have a Bachelor’s degree in finance or business and 2+ years of relevant trading experience.

We offer a competitive salary and benefits, including medical, dental, vision, 401(k) contributions, and professional development opportunities. D.A. Davidson values creating an inclusive environment for all employees, ensuring equal opportunity in all employment practices.