Wealth Management Research Intern — Seattle

D.A. Davidson; Seattle (WA); On-site; USD 26,000 - 37,000; Full time

Benefits offered by this job

Paid internship

Job summary

D.A. Davidson is seeking a Wealth Management Research Intern in Seattle, WA, to work with a small team of analysts and associates, gaining exposure to portfolio analysis, investment due diligence, and market commentary that supports advisors and clients.

The 9-week paid internship runs at least 25 hours per week, includes an Intern Week with leadership interactions, and offers the chance to study for the FINRA SIE exam.

Qualifications

• Postgraduate and 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.
• Satisfactory results of background reference and credit checks.
• Ability to commit to the duration of the program.

Responsibilities

• Work directly with a specialized team of Research Analysts and Associates.
• 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.
• Provide analytical support and contribute to ad-hoc projects.

Skills

Analytical

Leadership

Communication

Teamwork

Service

Education

Postgraduate or 2027 undergraduates preferred

Job description

D.A. Davidson is seeking a Wealth Management Research Intern in Seattle, WA, to work with a small team of analysts and associates, gaining exposure to portfolio analysis, investment due diligence, and market commentary that supports advisors and clients.

The 9-week paid internship runs at least 25 hours per week, includes an Intern Week with leadership interactions, and offers the chance to study for the FINRA SIE exam.