D.A. Davidson Companies · 20 hours ago
Managed Assets Research Associate
Seattle, WA
Full-time
Onsite
Entry Level
$90K/yr - $110K/yr
2+ years expD.A. Davidson Companies is an independent, employee-owned company dedicated to delivering outstanding service to clients. The Managed Assets Research Associate will support the research department in developing recommendations across various investment vehicles and assist in client communications and portfolio management.
Financial Services
Responsibilities
Provide research and marketing support, as needed, to the department’s director and broader team
Assist in the continued development of the research team’s communications process and procedures. This consists of, but is not limited to:
Proofreading/editing text, creating supporting charts & tables, and ultimately distributing presentations and reports through different mediums
Maintaining and developing investment reports and note templates
Maintain and continue to develop the Managed Assets Research intranet site, internal department databases, and other communications
Keeping organized files for our internal and external publications and other department activities, as appropriate
Respond to frequent ad hoc research requests from financial advisors, typically by phone and/or email
Assist the research team in client portfolio reviews and proposals. Recommendations in these reviews and proposals often utilize the team’s asset allocation portfolios and selections from our Supervised and Approved Research lists for Mutual Funds, ETF’s and SMA’s
Qualification
Required
Bachelor's degree in economics, business, marketing or related field required
Series 7 & 65/66, or willingness to obtain
2+ years of experience in the financial services industry, preferably in an environment of working with financial advisors
Strong writing and proofreading skills
Proficiency in Microsoft Office applications, especially Excel, Word and PowerPoint
Strong communication skills, written and verbal, with excellent organizational skills
Articulate, confident, driven professional with the ability to work well independently, and as part of a cohesive team in a fast-paced environment
Preferred
Progress toward, or desire to pursue, the CFA or CAIA charter designation also viewed positively
Experience with Adobe Acrobat, and/or Morningstar Direct a significant plus
Benefits
Medical, Dental and Vision
Company 401(k)and ESOP contribution
Generous sick, vacation, and maternity/parental leave
Paid holidays
Professional Development Opportunities
Tuition Reimbursement ($15,000 lifetime cap)
Discounted personal insurance including home, auto and recreational vehicles
Charitable gift-matching program
Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work
Company
D.A. Davidson Companies
At D.A.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Larry Martinez
Chief Executive Officer
Amy Anastasoff
Chief Operating Officer, Fixed Income Capital Markets
Recent News
The Express Tribune
2025-10-06
2025-10-03
2025-09-25
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