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D.A. Davidson Companies · 2 days ago

Experienced Research Associate – Software Cyber Security Group

New York, NY

Full-time

Onsite

Entry Level

$80K/yr - $110K/yr

1+ years exp

D.A. Davidson Companies is a firm that delivers a breadth of quality financial solutions to various clients. They are seeking an Experienced Research Associate to partner with Analysts in providing analysis and insights on publicly traded companies and industry trends for institutional clients.

Financial Services

Responsibilities

Support Research Analyst(s) in:

Making bold calls and producing actionable research for Davidson’s institutional clients

Researching market and industry trends and company specifics to become an expert in your sector

Creating, maintaining, and updating data in financial models, and creating tables and graphs that clearly illustrate the information

Gain experience necessary to:

Formulate and issue opinions and recommendations on securities and companies in one or more industry groups

Prepare reports and statistical data for dissemination to firm clients and the investing public

Answer inquiries from customers, personnel of the firm, and the general public regarding individual securities or industry groups

Discuss research findings with Sales & Trading associates and institutional clients (e.g., analysts and portfolio managers at top mutual funds and hedge funds)

Qualification

Equity researchFinancial modelingInvestment analysisCFASecurities licensesMS OfficeAnalytical skillsOrganizational skillsProblem-solving skillsTeam collaborationEffective communicationPresentation abilities

Required

Bachelor's Degree with a minimum 3.5 GPA; CFA a plus

1 to 3 years of experience in equity research, investment analysis, or other relevant accounting or finance related work

Bright, mature, and highly motivated with the desire to excel and ability to adapt in an intellectually challenging environment

Passionate about capital markets and a desire to become highly skilled in equity research

Strong analytical, organizational, and problem-solving skills

Ability to collaborate effectively within a team and work well on a self-directed basis

Effective communicator with excellent writing and presentation abilities

Working knowledge of MS Office, specifically Word, Excel, and PowerPoint

Preferred

Securities Industry Essentials Exam, Series 86, 87 and 63 licenses strongly preferred but not required. New hires without these licenses will require successful completion upon hiring