Research Associate, Equity Research for Institutions

D.A. Davidson Companies; Boston (MA); On-site; USD 55,000 - 78,000; Full time

Job summary

D.A. Davidson & Co. in Boston seeks a Research Associate to support Analysts by building financial models, analyzing markets, and producing actionable research for institutional clients.

You will work in small teams, gain experience with equity research techniques, and contribute to published work while developing presentation and writing skills in a fast-paced, professional environment. Experience with rigorous analysis and client service is emphasized as you grow toward independent

Qualifications

• Bachelor’s Degree with a minimum 3.5 GPA; CFA a plus.
• Recent grad or up to 1 year of experience in equity research or related work.
• Strong analytical, organizational, and problem-solving skills.
• Excellent writing and presentation abilities; effective communicator.
• MS Office proficiency required.

Responsibilities

• Support Research Analysts in making bold calls and actionable research.
• Research market trends and company specifics to become an expert in the sector.
• Create and update financial models, tables, and graphs to illustrate data.

Skills

Analytical skills

Organizational skills

Problem solving

Communication skills

Writing and presentations

Team collaboration

Self-directed work

Education

Bachelor’s Degree with a minimum 3.5 GPA

CFA credential a plus

Licenses: SIE, Series 86/87/63 preferred

Tools

MS Office (Word, Excel, PowerPoint)

Job description

D.A. Davidson & Co. in Boston seeks a Research Associate to support Analysts by building financial models, analyzing markets, and producing actionable research for institutional clients.

You will work in small teams, gain experience with equity research techniques, and contribute to published work while developing presentation and writing skills in a fast-paced, professional environment. Experience with rigorous analysis and client service is emphasized as you grow toward independent